Now, financial advisors can use iPads to interactively engage prospects and clients with Boulevard R’s Amp application —available in Apple’s App Store.

“Financial advisors may be using iPads for business and pitch-book presentations, but until Amp, there have been no apps that incorporate an advisor’s name, logo, and colors, while immediately engaging and delivering a ‘financial-planning light’ experience to prospective clients and strategic partners,” says Marie Swift, who writes “The Marketing Maven” column for Financial Planning. “While advisors are already using Amp’s existing web-based tools and high-converting email marketing services, the iPad app provides a mobile way to engage prospects and clients.”

According to Matt Iverson, director of Boulevard R’s product group, the most effective advisors using Amp are active marketers. A recent survey of financial advisors who applied to beta test the Amp app found that:

•    Eighty-one percent organized client events.

•    Eighty-one percent met with 401(k) plan participants.

•    Sixty-seven percent held seminars or public events.

 

 

[This article was posted on May 29, 2012, on the website of ABA Banking Journal, www.ababj.com.]      

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