WINNER!

THE WEB MARKETING ASSOCIATION IS PROUD TO PRESENT THIS 2015 MOBILEWEBAWARD FOR OUTSTANDING ACHIEVEMENT IN MOBILE DEVELOPMENT

To: Pershing LLC, a BNY Mellon Company

For: NetX360 Mobile

Award: Best Investment Mobile Application

Click here to see entry creative

About the Entry

Overview: Advisors and investors want mobile apps that enable them to be more connected to their financial information and to one another, allowing for better collaboration and efficiencies. Users want the ability to access information anytime, anywhere; a comprehensive and transparent view of holdings, delivered clearly and consistently; alerts, market news and the ability to effect two-way communication between advisor and investor. Pershing’s award-winning mobile platforms allow precisely that—empowering the advisor and investor and improving the client relationship.

Leveraging mobile technology, advisors and investors can efficiently fund new accounts —through mobile check deposit. With tools such as “Meeting Mode” advisors can share a tablet screen with an investor and be sure the right information is presented. For our investor application, firms can even take advantage of the ability to brand the mobile app.

Our goal is to provide advisors, home office staff, and investors with workflows tailored for the mobile experience. We take advantage of the user experience, performance and accessibility to device functionality (location-based services, voice interaction and camera) that each type of mobile device affords. Pershing believes hybrid development provides the best user experience and performance; we leverage powerful screens from the web that have a strong look and feel in smaller form factors and also leverage native capabilities, and using the right deployment depending on the use case. Our mission is to prepare our users for their mobile moment—so when they need it most, the Pershing mobile apps are there to help them accomplish important tasks.