Pyxis Mobile releases investment banking pipeline tracking service via Blackberry

Source: Pyxis Mobile

Pyxis Mobile, the leading provider of innovative wireless software that meets the diverse needs of the financial services industry, today announced the availability of mInvestment Banker, a real-time tool that allows bankers to develop and track their pipeline using their wireless device.

mInvestment Banker is an extension of the enterprise systems bankers have come to rely on while in the office.

As one of the most mobile financial professionals, Investment Bankers require both reliable information and a solid communication channel to increase their effectiveness while in the field. mInvestment Banker allows mobile bankers to move knowledge seamlessly from the field to the home office by tracking the value delivered to clients, and having a complete view of all customer relationships from anywhere, at anytime.
By utilizing mInvestment Banker professionals are able to increase efficiencies in the field, better communicate to the home office, and increase ROI on existing systems. By enabling access via a mobile application Investment Bankers will experience enhanced productivity while on the road.

Shane Hughes, President and CEO of Pyxis Mobile comments "Pyxis Mobile aims to serve all financial services professionals who need business critical information while out of the office. Investment Bankers are the next logical market segment for us because of their need to regularly visit senior management. To better service this group, Pyxis Mobile has created an application that replicates the daily workflow of an Investment Banker ensuring ease of use and a high rate of adoption."

Via mInvestment Banker for BlackBerry, users can:
- Access all CRM data (Account, Contact and Deals)
- Access to research distribution reports, what was sent to who and when
- Access to commission reports, how much commission was generated by an account based on trading activity
- Track client (firm or contact) industry sector interests
- Integrated real-time market data and news feeds

Pyxis Mobile offers a suite of wireless financial applications as part of their general mPlatform(r) offering, including mWholesaler, mInstitutional, mAdvisor, mPortfolio Manager, mAnalyst, mHedge Manager, mMarkets, mSupport, mAgents, mInvestment Banker, and mDashboard, each providing remote access to vital enterprise data from a company's back-end network.

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