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Did You Know! Financial advisors can make the most out of technology too
Published On , 7 Nov 2017 By TT Connect
How does technology support your services?
The internet facilitates easier and faster communication with investors. Transactions are quicker and more accurate. Mobile-friendly applications like UTI Buddy also help save time and effort.
How do these apps help?
Apps like UTI Buddy simplify the investment process. After registering the One-Time Mandate on the app, I can recommend Funds to an investor. The investor con rms the recommended transaction by call or SMS. His bank then debits the amount. The apps also help recommend Funds to investors by sending a payment link. Investors can pay via debit card or net banking after clicking on this link.
What are the bene ts of these apps?
You can see the entire transaction trail.
They are fast, user-friendly, and accurate, with minimal paperwork.
The apps can be used anytime and from anywhere.
The investor has time till midnight to reconsider his investment decision.
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