Three Ways the iPad Enhances Financial Client Meetings

March 20, 2017 | Post by James Bainter | 0 Comments

iPad Financial Services

Documents…check. Laptop…check. Power cable…check. Before you know it, your trusty work bag for meeting with clients could be as heavy as your gym’s weight rack.

What if there was a better method for communicating your message? A handy instrument to let you ditch the excess poundage associated with briefs, proposals and laptops? One that is secure, portable and helps increase customer engagement? 

Well, there is. Here are three reasons why the iPad should be a welcome addition to your client engagements.

1. Security features that make it tough to breach

In financial services, security is king. Financial information is second only to medical information in terms of sensitivity. iPads come pre-installed with security features that make access difficult for unauthorized users. These features include:

  • Passwords
  • Data encryption 
  • Remote lockout
  • Remote wiping
  • Biometric security

Settings can be customized to prevent the disabling of “Find my iPad,” which is often the first thing that a thief does. You can instruct Siri — Apple’s sometimes cheeky personal assistant — to never talk to strangers. Also, iPads make it easy to use personal or corporate virtual private networks to protect data and network traffic. 

Beyond the natively installed security features of the iPad, companies can leverage products such as MobileIron and WatchDox to heighten their security posture. MobileIron is an end-to-end enterprise mobile management platform that secures your corporate mobile devices, email, applications, content, BYOD devices and mobile fleet devices such as kiosks and point-of-sale terminals. WatchDox helps keep sensitive content private and secure by centralizing corporate documents and embedding every piece of content with digital rights management — even if it’s downloaded outside of your organization. 

2. Portability and convenience

Dragging around stacks of documents and cumbersome laptops and peripherals is a chore. And nothing bogs down a meeting like waiting for a laptop to boot up. 

Instead of wrestling with these headaches, advisers and reps from financial institutions can bring one sleek, lightweight, easy-to-use device to meetings instead of a library’s worth of financial papers, or weighty laptops that double as barbells.  

Unlike traditional laptops that can take several minutes to get started, iPads can start in a flash with little-to-no lag time, diminishing setup time in the conference room and enabling you to get to business faster. 

3. The ability to present information in engaging ways

According to financial analyst Alexander Hesse, writing for the Forrester Research blog, “…thanks to their portability, social acceptance, and rich collaboration capabilities, we expect that tablets will have a big impact on how financial advisors sell to and service customers face to face.” 

There’s no getting around that visual aids, as well as comprehensive financial documents, are needed for client meetings. But the iPad really helps you shine by engaging clients on another level — your physical interaction with the visual images and documents. Incorporating that into presentations makes clients more likely to absorb and internalize information, resulting in increased overall engagement. In short, iPads help financial professionals get work done and relay information in new and more efficient ways. 

Do you use iPads for your financial services business? If so, what do you like about them? Let us know in the comment section below. We would love to hear from you.

The content and opinions posted on this blog and any corresponding comments are the personal opinions of the original authors, not those of CompuCom.

  • James Bainter's picture

    James Bainter

    James Bainter is an Apple Solutions Architect for CompuCom with 16 years of experience in the IT industry. He is responsible for working with CompuCom customers to identify and define mobility solutions, lead the solution design process, and ensure that the implementation meets all expectations.

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