Vaultus stated that it has mobilized business-critical applications for many firms in the financial industry, including E*Trade, State Street Global Advisors, Wachovia, ING, Principal Financial, and Pacific Life.
In the increasingly competitive financial services market, firms depend on their CRM, analytics, and client applications to enable their relationship managers, wholesalers and institutional sales teams, and financial advisors to better manage client relationships, track performance, and gain operational efficiencies. These workers are on the road several days each week, so their ability to have real-time access to their book of business, deal information, and client data while away from the office is essential.
"Vaultus is the mobility choice for the biggest names in financial services, with tens of thousands of their users relying on our technology each day. These firms have built their success on finding ways to maximize return on investments, and have chosen our mobile platform to enhance worker productivity and effectiveness, and increase corporate ROI," said Vaultus CEO David Birnbach.
"I liked the Vaultus solution because we are buying a platform, not an application-specific solution. When we want to build on this solution for other aspects of our business, we have the right platform in place," said a senior financial services executive recently. "We definitely feel we've chosen a platform that we can build on."
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