The team at Wells Fargo has been providing investment advice and guidance to clients since it was founded in 1852. But proving that an old dog can learn new tricks, Wells Fargo is going mobile in 2015 in a highly creative and effective way.
As client conversations about finances continue to move “out of office,” Wells Fargo Advisors is gearing up to make mobile technology more available to advisors, a company announcement reads.
“More than 1,000 Wells Fargo Advisors financial advisors who use their own device, now have access to the Smart2Go mobile application,” Wells Fargo says.
Wells Fargo Advisors intends to make the tablet app available by the end of June to nearly 20 percent of its advisor population.
“As our clients become more mobile, so do our financial advisors,” said Mary Mack, president and head of Wells Fargo Advisors. “In our commitment to serving clients when and where it suits them best, it’s essential that technology evolves to deliver secure, accurate information that meets our clients’ technology and service expectations.”
As it turns out, tablets are hugely popular with financial and investment advisors, especially at Wells Fargo.
According to independent research and advisory firm Aite Group, twenty-eight percent of advisors reported using a tablet in 2014, up from 21 percent in 2013. And last year, almost one-third of advisors who do not use a tablet device today said they will definitely or probably start to use one for business within the next 12 to 18 months.
