Always trying to stay on the cutting edge of technology to better our membership experience and raise the level of our advocacy, the Financial Services Institute (FSI) recently broke new ground in the industry when it launched its mobile application to facilitate real-time advocacy engagement for independent financial advisors.
Time and time again, our members – who are very tech-savvy – have told us they want to be involved and more fully engaged with our advocacy initiatives, and they’ve shown us that they are interested in doing so on a consistent basis. Our mobile application is one more way that FSI is providing its engaged membership with the tools they need to speak with one voice and influence the regulatory and legislative processes.
The app is based on the Advocacy Action Center on FSI’s website, which – as just one example – enabled FSI’s financial advisor members to send more than 5,000 letters to the White House expressing their concern in regard to the Department of Labor’s effort to redefine the term “fiduciary” for advice on IRAs last year. We wanted to develop a mobile app that could offer our members similar opportunities to get involved wherever they are and at any time. The app allows for immediate engagement on the issues that are most important to an independent financial advisor’s bottom line.