Mobility In The Financial Services Industry — Right On The Money

Results from a recent survey of IT professionals working in the financial services sector show that a significant percentage of the industry is adopting a mobility strategy. CIOs at wealth management companies need to be prepared to offer solutions that focus on the needs of financial analysts and advisors. The IT leaders in these companies have a unique perspective on the technologies and devices that are capable of alleviating productivity bottlenecks.

Financial analysts and wealth managers need a device that supports their fast-paced profession yet still affords them the flexibility to get their work done wherever they are. Many tablets and other mobile devices are loaded with extraneous features, but most wealth managers just want technology that gets them to the numbers without getting in the way. For financial service companies looking to give their team an edge by offering a high-performance mobile device that works quickly, seamlessly, and lets analysts focus on making decisions that benefit clients, the Microsoft Surface Pro 3 is a great investment.

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Time Equals Money

When time is money, loading screens are your enemy. In a recent study, Principled Technologies tested a Microsoft Surface Pro 3, iPad Air, and Samsung Galaxy Note 10.1 side by side to check performance with regards to common tasks wealth managers perform, such as using financial planning software and mutual fund research. The study also tested Microsoft Office and video performance using Microsoft Lync remote meeting software, a service commonly used for real-time collaboration and communication.

The difference in load times across the three platforms was substantial. When using the financial planning software MoneyGuide Pro, the Intel-Powered Surface Pro 3 cut waiting times by 40% compared to the iPad Air and Galaxy Note 10.1. Additionally, while performing common mutual funds research on Fund Mojo, the Microsoft Surface Pro 3 outperformed the competition by 45%.

Don’t Buy Into Inflated Tablet Hype

While the iPad Air and Samsung Galaxy Note 10.1 have gained in popularity, the smart investor knows to dig deeper before making a move. In addition to leaving both tablets in the dust when it comes to research and portfolio management tasks, the Surface Pro 3, featuring a 4th generation Intel Core processor, demolished the competition in productivity time savings. The Surface Pro 3 allows users to access and edit Office documents 76% faster than the competition, and features full Microsoft Office 365 compatibility. The iPad Air and Samsung Galaxy Note 10.1 were only able to perform a fraction of the productivity tasks, and were even further disadvantaged when it came to video conferencing with Microsoft Lync. The Surface Pro 3 was the only device capable of participating in a Lync meeting and accessing all of the software’s features.

If you’re looking for a full-featured tablet to give your company’s wealth managers and financial analysts a significant return on investment, look no further than an Intel-powered Microsoft Surface Pro 3. For a full breakdown, check out the Principled Technologies white paper. To join the conversation on Twitter, please follow us at @IntelITCenter or use #ITCenter