Edward Jones rolls out to tablet PCs trainee advisors
17 December 2007 | 2180 views | 0
Source: Edward Jones
Edward Jones is bringing high tech to its low-tech approach on doorsteps across the U.S. with the launch of technology designed to revolutionize its already renowned financial advisor training program.
During initial training, all recruits to the organization's growing network of financial advisors take with them a tablet PC that captures important client information as they make personal visits on doorsteps in communities where they will establish their businesses.
This time-saving and efficient development is designed as a handy companion while financial advisor trainees are out meeting individual investors. It uses a pen-based application that can capture handwritten notes, ultimately allowing financial advisors to spend less time on administrative tasks and even more time focused on building relationships and assisting their existing client base.
"Financial advisors will no longer have to spend time on data entry because they can use the keyboard to make any corrections to their handwritten notes, and then wirelessly upload all that data to the network," said Kevin Alm, principal responsible for financial advisor training.
The program is two-fold. While the tablet PCs help new financial advisors during important prospective client introductions, it comes with a study component for those taking their Series 7 licensing exam.
"This is another tool Edward Jones is implementing to increase the speed and ease in which we do business," said Alm. "We are continuing to invest in new technologies for the organization to help support our financial advisors and further increase customer satisfaction."