Edward Jones announced today that their advisors have begun using Tablet PC technology as part of their overall training, building their new business, and studying for their Series 7 exam. There is no mention of the software or hardware being used by Edward Jones.
Edward Jones is bringing high tech to its low-tech approach on doorsteps across the U.S. with the launch of technology designed to revolutionize its already renowned financial advisor training program.
During initial training, all recruits to the organization’s growing network of financial advisors take with them a tablet PC that captures important client information as they make personal visits on doorsteps in communities where they will establish their businesses.
This time-saving and efficient development is designed as a handy companion while financial advisor trainees are out meeting individual investors. It uses a pen-based application that can capture handwritten notes, ultimately allowing financial advisors to spend less time on administrative tasks and even more time focused on building relationships and assisting their existing client base.