Raymond James (RJF) said early Friday that it had recently set up mobile versions of websites for 2,000-plus financial advisor and introduced a mobile application for more than 2 million client accounts — and more technology improvements will be rolled out in the next year or so.
“Raymond James is known as an advisor-centric firm, so in addition to the mobile application for clients, our launch of mobile optimized advisor websites is unique in the marketplace and consistent with our culture of focusing on advisors and how they can enhance their relationships with clients.” said Vin Campagnoli (left), head of technology and strategy development for the firm’s Private Client Group, in a press release.
These two technology updates, which were rolled out in mid-December, make it “easier for advisors to support their clients while building their brands,” Campagnoli explained.
Advisors like Christian Maeder, who is affiliated with Raymond James Financial Services, the firm’s independent channel, say they are “delighted” with the mobile optimized website.
“Even in the confines of a smartphone screen, my clients know it’s our website, the Investor Access is prominent, and my brand is totally consistent with the rest of our marketing materials and messaging,” shared the Torrance, Calif-based Maeder, in a statement. “My clients love it.”