- Customer onboarding in financial services: Custom solutions for customer onboarding help financial services professionals streamline their customer onboarding process by reducing the time it takes to complete forms and by eliminating paper.

- Wealth and financial review: Custom wealth and financial review solutions help financial advisors lead effective and interactive client meetings on iPad with an easy-to-navigate, intuitive and mobile-friendly user interface.

- Free up time for employees to communicate, educate, and develop relationships with customers.