Advisys Mobile 4+
Advisys, Inc
Entwickelt für iPad
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- Gratis
Screenshots
Beschreibung
Powerful Conversations Start Here. Today face-to-face conversations about planning and protecting a client’s family and assets can happen anywhere. Now with Advisys Mobile you can make an amazing first impression wherever the conversation might be. The companion app to the Advisys planning platform, Advisys Mobile for iPad allows you to answer client questions, handle objections, gather data and create meaningful, powerful conversations on the go. While connected to Wi-fi, users can create a client profile that will seamlessly sync with their Advisys Platform, making data gathering and initial appointments a breeze.
Features Include:
Over 100 Educational Reports and Calculators - Motivate clients to action and handle objections with easy to understand concept pieces and simple input calculators.
Dynamic Fact Finders – Easily create custom fact finders based on 11 unique client areas of need. Collected data automatically syncs with your Advisys Platform when connected to Wi-fi
Digital Yellow Pad – Don’t lose what you love. Take client notes or record soft questions ahead of your client meetings just like your favorite yellow pad. Notes are automatically merged with your client file when connected to Wi-fi
Connected or Not – Work with or without being connected to the internet. All the features found inside of Advisys Mobile can be used without a Wi-fi connection. The data is securely stored on your iPad and then automatically synced with your Advisys Platform the next time you are connected. Never worry about a reliable internet connection again.
Advisys mobile can greatly enhance your everyday client interactions and increase your ability to prospect in the field. Try it today to: “Be Your Best When It Matters Most; When Face to Face with Clients and Prospects ™ Trust Advisys
Neuheiten
Version 1.1.0
UI redesign, new features, bug fixes
App-Datenschutz
Der Entwickler, Advisys, Inc, hat Apple keine Details über die eigenen Datenschutzrichtlinien und den Umgang mit Daten bereitgestellt. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.
Keine Details angegeben
Der Entwickler muss bei der Übermittlung seiner nächsten App-Aktualisierung Angaben zum Datenschutz machen.
Informationen
- Anbieter
- Advisys, Inc.
- Größe
- 78.3 MB
- Kategorie
- Finanzen
- Kompatibilität
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- iPhone
- Erfordert iOS 10.0 oder neuer.
- iPad
- Erfordert iPadOS 10.0 oder neuer.
- iPod touch
- Erfordert iOS 10.0 oder neuer.
- Mac
- Erfordert macOS 11.0 (oder neuer) und einen Mac mit Apple M1-Chip (oder neuer).
- Sprachen
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Englisch
- Alter
- 4+
- Copyright
- © 2017 Advisys, Inc.
- Preis
- Gratis