BROKERAGE SERVICES

Expand your services and reach new customers with an engaging mobile experience.

Consumer reliance on mobile technology has dramatically changed the game for investing. Both buy-and-hold investors and active traders are now seeking – and expecting – their brokers to provide a robust mobile offering. iFiACCESS offers a full suite of mobile applications that enable financial institutions to extend their online brokerage strategy to clients on the go. Now you can take a proactive, multi-channel approach to your mobile strategy, get to market quickly and offer greater flexibility as new devices and platforms are introduced.

REQUEST A DEMO
More on HedgeSight...

KEY BENEFITS

iFiACCESS’ pre-built; enterprise-class mobile app platform provides real, tangible value to your business:

Deliver personalized brokerage services to investors easily and cost-effectively
Platform architecture that lowers development costs and speeds rollout times
Enhance customer engagement by providing mobile convenience and flexibility
Provide a point of entry to new revenue-generating features
Enhance brand awareness with a fully branded mobile portal
Build stronger banking partner relationships
Facilitate increased trading activity
Expand your reach into the retail banking channel
Decrease operational processing and rework

KEY FUNCTIONS

Customization of investment products
Personalization of functions & content
Referrals Via Social Media
Mobile investment
Customer satisfaction surveys
Contact us, about us, privacy and disclosures
Marketing and messaging
Multi-language / Multi-currency
Enable customers to set price alerts

END USER FEATURES

Manage investment
Trade anytime, anywhere
Invest in hedge funds
Research and news
Manage IRA contributions
Get quotes
Track your portfolio “quotes and charts”
Set price alerts with email notification
Transfer money

MEASURED OUTCOMES

Improve customer engagement & loyalty

  • New investment account openings increased by 15%
  • rn
  • Check deposits lead time decreased by 3%
  • rn
  • $8 average per account overall balance benefit

Increase the use of fee-based services

  • 18% increase in adoption of Wealth management services
  • rn
  • 12% increase in value of transaction (Banking / Wealth)
  • rn
  • $12 average revenue lift from increased transactions

Extend your reach

  • Access a new market of business partners & local banks
  • rn
  • Enhance synergies between financial services
  • rn
  • Build stronger Bank / Brokerage partner relationships