Technology

Nomura Launches Mobile Platform For Financial Advisors

Vanessa Doctor Asia Correspondent 11 June 2013

Nomura Launches Mobile Platform For Financial Advisors

Nomura Research Institute, the global IT solutions provider, has unveiled a new customer relationship management product that allows financial advisors to handle clients even while mobile.

The new Advisor Platform Mobile Option enables Nomura Securities' wealth management team to access client information from NRI's wealth management CRM solution.

Key features include an intuitive dashboard to prepare for face-to-face meetings, applications to create bespoke financial simulations, the ability to synchronise notes from mobile devices to the in-house system and security measures for client information management.

"Providing mobile support is a testament to our continued commitment to delivering innovation to the financial markets," commented Yasuki Okai, senior management director and financial technology solution division manager for NRI.

Over the past years, wealth management IT spending has grown as companies seek a more streamlined way of conducting business. In a study by Celent in 2012, IT spend was estimated to grow at a rate of around 6.4 per cent in 2013.

Nomura Research Institute provides front-to-back IT support and consulting services to investment banks, asset managers, banks and insurance firms.

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