AFTAs 2014: Best Mobile-Strategy Initiative—Pershing
While so many in the industry are focusing on how to best approach mobility, there was one firm that stood above the rest. Pershing and its NetX360 Mobile product received this year’s American Financial Technology Award for best mobile-strategy initiative, the company’s first win in the three-year history of the category.
Employees no longer want to be tied to their desks, and the opportunity to work on the go is one that every firm aims to offer its staff. But even that concept has evolved, as it’s not about being able to just work on the move, but to do so efficiently and seamlessly. Investors and advisors want to be able to take advantage of all the capabilities their mobile devices have to offer.
NetX360 Mobile offers clients compelling interfaces, quick access to information, self-service functionality, and opportunities to collaborate anytime and anywhere. The result is a product that not only empowers investors and advisors but also improves client relationships.
Pershing, a subsidiary of BNY Mellon, focuses on providing workflows tailored for the mobile experience. The firm does this through native development, something that it claims differentiates it from other firms’ mobile strategies. With two decades of experience in mobile development, Pershing’s goal is to customize the product so users can get all the benefits possible from their mobile devices.
As opposed to using HTML5, NetX360 Mobile is not a watered-down version of desktop software. The product is a standalone app that’s built specifically for mobile devices. That means users can take advantage of all the functions the device provides—such as voice interaction, camera and location-based services—thereby improving the overall customer experience and making the most of a user’s mobility.
With two decades of experience in mobile development, Pershing’s goal is to customize the product so users can get all the benefits possible from their mobile devices.
NetX360, which is supported by the Apple iPad and iPhone, Android, and Surface Pro, launched a new version in May for institutional investors in an effort to provide an even better mobile experience.
One enhancement made was Meeting Mode, which enables advisors to share their iPad with a client without having to worry that the client can access sensitive information. Push notifications were also developed to allow advisors to stay current with accounts.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
SimCorp back to its winning ways
What separates SimCorp’s Ibor from similar offerings across the buy side, and its foundational role in the creation of the firm’s recently unveiled investment management platform, SimCorp One.
Buy-Side Technology Awards 2024 winner’s interview: SimCorp
SimCorp won the Best buy-side investment book of record (Ibor) platform category in this year’s Buy-Side Technology Awards. Christian Kromann, CEO of SimCorp, discusses the win.
BST Awards 2024: Best buy-side data management product—NeoXam
Product: NeoXam DataHub
BST Awards 2024: Best buy-side execution venue—360T
Product: 360T
Buy-Side Technology Awards 2024: All the winners and why they won
The 39 category winners of the 2024 Buy-Side Technology Awards.
BST Awards 2024: Best buy-side performance measurement and attribution product—FactSet
Product: FactSet Performance Solutions
BST Awards 2024: Best buy-side newcomer (vendor or product)—Exegy
Product: nxFramework
BST Awards 2024: Best buy-side managed data service—S&P Global Market Intelligence
Product: iLEVEL Managed Data Services