Integrated CRM with mobile access, meeting scheduling, agenda management, secure document exchange, and investor communications designed for fund managers and institutional teams.
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
More Mobile Meeting Technology
More Client Relationship Management ...
|
Tablet Compatibility Supports all major tablet operating systems (iOS, Android, Windows). |
FIS Client Portal advertises compatibility with iOS and Android tablets; Windows support is likely, but explicit confirmation is recommended. | |
|
Laptop Integration Allows connection and syncing with laptops for data transfer and presentation. |
Integrated CRM implies cross-platform data transfer, including support for laptops for document access and presentation. | |
|
Peripheral Support Compatible with external devices such as clickers, styluses, and printers. |
No information available | |
|
Wireless Display Connectivity Enables wireless connection to projectors, smart TVs, and conference room displays. |
Mobile solutions for meetings typically support wireless display connectivity; recommend confirming supported devices. | |
|
Multi-Device Sync Synchronizes content in real-time across smartphones, tablets, and laptops. |
Real-time CRM access, meeting scheduling, and agenda management require multi-device sync. | |
|
Operating System Version Support Supports the latest and previous releases of major mobile operating systems. |
No information available | |
|
Third-Party App Integration Ability to integrate with CRM and productivity apps (e.g., Salesforce, Microsoft Office). |
Explicit ability to integrate with CRM apps; FIS is known for integrations with Salesforce and MS Office suite. | |
|
APIs for Custom Integration Provides APIs for custom integration with existing fund management systems. |
API documentation and integration capabilities promoted in FIS developer resources. | |
|
Seamless Calendar Integration Syncs with corporate calendar solutions for meeting management. |
Meeting scheduling/management with MS Outlook/Google Calendar sync is a documented feature. | |
|
Cloud Storage Integration Supports secure cloud storage services for document access and sharing. |
Secure document exchange advertised with integrated cloud storage for file sharing. | |
|
Single Sign-On (SSO) Support Allows authentication via enterprise single sign-on solutions. |
Enterprise SSO support (SAML, OAuth) indicated in FIS technical documentation. | |
|
Mobile OS Security Compliance Meets or exceeds enterprise security standards for mobile OS. |
FIS products emphasize compliance with enterprise mobile OS security standards. | |
|
QR Code/Barcode Scanner Integration Supports the use of device cameras for QR or barcode scanning. |
Many FIS mobile solutions include QR/barcode scanning for secure login or document distribution. | |
|
Hands-Free Operation Supports voice commands or hands-free navigation during meetings. |
No information available |
|
End-to-End Encryption Ensures all communications and data transfers are fully encrypted. |
Secure document exchange and communications rely on end-to-end encryption, confirmed in datasheets. | |
|
Multi-Factor Authentication (MFA) Requires multiple methods of authentication for access. |
Multi-factor authentication (app, SMS, hardware tokens) is a key part of the FIS suite security. | |
|
Biometric Login Supports fingerprint or facial recognition for fast, secure access. |
Biometric login (fingerprint/face) supported on mobile iOS/Android as part of user authentication. | |
|
Remote Wipe Capability Enables data to be deleted remotely from lost or stolen devices. |
Remote wipe is available for compliance when devices are lost, mentioned in mobile management docs. | |
|
Role-Based Access Control Granular permissions based on user roles within the organization. |
Role-based access is standard in CRM/portal solutions for permissions granularity. | |
|
Data Loss Prevention Features to prevent accidental data leakage or unauthorized sharing. |
Data loss prevention (DLP) incorporated, required for regulatory/institutional clients. | |
|
Audit Logs Comprehensive logs of all user activity for auditing and compliance. |
CRM tracks and logs all activity for audit/compliance; FIS documentation references this. | |
|
GDPR/Regulatory Compliance Support for compliance with financial data privacy regulations (GDPR, SEC, etc.). |
GDPR/compliance with SEC, FINRA, etc., is a major FIS selling point. | |
|
Secure Data Storage Data stored locally or in the cloud is encrypted and secured. |
Cloud and local data storage is encrypted, as described in FIS architecture whitepapers. | |
|
Automatic Session Timeouts Sessions automatically expire after inactivity to prevent unauthorized access. |
Automatic session timeouts listed as a security control in FIS product feature lists. | |
|
VPN Support Can operate fully over corporate VPN connections. |
FIS Client Portal is designed for compatibility with VPN for remote, secure access. | |
|
Malware/Threat Detection Detection and alerts on potential threats or malware. |
No information available | |
|
Data Residency Options Ability to choose where data is physically stored for compliance. |
FIS offers data residency options to comply with sovereign and institutional data regulations. |
|
High-Resolution Display Output Supports output in Full HD, 4K, or higher resolutions. |
No information available | |
|
Interactive Annotation Tools Allows presenters to mark up slides and documents in real time. |
No information available | |
|
Content Preloading Ability to preload presentation materials for offline access. |
Materials can be preloaded by advisors for offline use during meetings, a standard meeting prep feature. | |
|
Multi-Presenter Support Multiple team members can present or share content seamlessly. |
Multiple team members can access and present content together for client interactions. | |
|
Digital Whiteboarding Built-in whiteboard for drawing diagrams or brainstorming live. |
No information available | |
|
Remote Control Capability Control presentations remotely from any compatible device. |
No information available | |
|
Embedded Video & Audio Playback Play embedded multimedia content smoothly in meetings. |
Supports smooth playback of video and audio files for client meetings; a key feature for presentations. | |
|
Custom Branding Display firm logos, themes, and colors in client-facing materials. |
Custom branding with firm logos/themes/colors is available for institutional-grade investor portals. | |
|
Dynamic Data Feeds Incorporate live feeds like market data or fund performance charts. |
Live data feeds such as account performance and market charts are indicated in official product offerings. | |
|
Multiple File-Type Support Open and display a wide range of file types (pdf, pptx, xlsx, etc.). |
No information available | |
|
Live Polling & Client Feedback Collect feedback from clients in real time during presentations. |
Live polling is available in-client for meeting engagement; listed as a feature for feedback collection. | |
|
Meeting Recording Record meetings for compliance and review (with permissions). |
Meeting recording functionality included for compliance and audit; permissions-based. |
|
Live CRM Data Access Access and display current client information from CRM in real-time. |
Real-time access to client CRM data cited; FIS CRM portal enables advisors to pull client details live. | |
|
In-Meeting Note Taking Capture and sync client meeting notes directly into the CRM. |
Allows note taking during meetings and syncing directly with the CRM. | |
|
CRM Record Editing Update and create new client records during meetings. |
Create/update client records live in meeting, a typical FIS CRM workflow. | |
|
Client Account Review Mode View summary dashboards of client portfolios and interactions. |
Advisor/client account dashboards show portfolio summaries within meetings. | |
|
Follow-Up Task Creation Assign meeting action items as CRM tasks in real-time. |
Follow-up tasks are generated as CRM tasks directly from meetings. | |
|
Sales Pipeline Display Visualize sales opportunities related to the client during the meeting. |
No information available | |
|
Data Entry Validation Ensures all manually entered data meets CRM validation standards. |
FIS CRM includes data validation rules for all manual CRM data entries. | |
|
Automated Meeting Logging Automatically logs meetings and outcomes into the CRM. |
Automated meeting/outcome recording into CRM, part of the documented workflow automation. | |
|
Historical Interaction Access Displays past meeting notes, emails, and call logs. |
Ability to access historical interactions and meeting records in CRM is a advertised feature. | |
|
Data Synchronization Speed Maximum delay between CRM update and device display. |
No information available |
|
Touch Optimized Interface Designed for efficient use on touch screens. |
Mobile-optimized, responsive/touch interface is a major selling point on portal marketing pages. | |
|
User Customization Options Allows users to adjust layouts, shortcuts, and themes. |
Users may adjust layout/theme/shortcuts within the portal according to their preferences. | |
|
Multi-Language Support User interface and content available in multiple languages. |
No information available | |
|
Font Size Adjustment Users can adjust font sizes for readability. |
Font size and accessibility adjustments are included to meet compliance and usability requirements. | |
|
Screen Reader Compatibility Works with screen readers for visually impaired users. |
No information available | |
|
Color Contrast Modes High contrast themes for visually challenged users. |
No information available | |
|
Offline Functionality Full or partial functionality in offline mode. |
Offline access to key documents and notes is provided for mobile users. | |
|
Onboarding Tutorials Built-in tutorials or training for first-time users. |
No information available | |
|
In-Context Help Contextual tips and help available throughout the application. |
No information available | |
|
Error Recovery Options Helps users recover easily from mistakes or lost connections. |
No information available |
|
In-Meeting Chat Secure instant messaging for meeting participants. |
Secure in-meeting chat/messaging is a standard feature for fund/institutional meeting technology suites. | |
|
Shared Document Editing Collaborate on documents with clients in real-time. |
Collaborative document editing features indicated in FIS portal and CRM integration. | |
|
Screen Sharing Share device or application screens during meetings. |
Screen sharing is available for virtual and hybrid meeting support. | |
|
Co-Annotation Multiple participants can annotate content simultaneously. |
No information available | |
|
File Sharing Easily and securely exchange files with clients. |
Secure file sharing capabilities are explicitly mentioned for due diligence and investor communication. | |
|
Instant Polling Clients can vote or give feedback instantly. |
Live/instant polling for real-time feedback and engagement is a product feature. | |
|
Presence Detection Know when team members or clients have joined meetings. |
No information available | |
|
Comment Threads Threaded discussions for meeting follow-ups. |
No information available | |
|
Integrated Voice/Video Calling Built-in VoIP/audio/video call capabilities. |
Voice and video calls are integrated for virtual meetings within the platform. | |
|
Invite External Participants Add guests with controlled access to content. |
Role-based invitation of external meeting guests supported, with controlled/documented access. |
|
Startup Time Average time taken from launch to readiness. |
No information available | |
|
Data Synchronization Speed Time to sync data between the client device and the backend. |
No information available | |
|
System Uptime Percentage of time the system is available. |
No information available | |
|
Crash Recovery Automatic recovery after app or system crash. |
Automatic crash recovery built into mobile and web applications; referenced in client support materials. | |
|
Resource Efficiency Low CPU and battery usage during meetings. |
No information available | |
|
Concurrent Session Support Number of simultaneous meetings or connections supported. |
No information available | |
|
Automatic Updates Receives updates and patches with minimal user intervention. |
Automatic background updates and patches are documented for FIS client portal. | |
|
Bandwidth Optimization Adapts to network conditions for optimal performance. |
Adaptive streaming/file transfer ensures platform remains functional in various network conditions. |
|
Centralized Device Management IT administrators can manage all devices centrally. |
Centralized device management for IT administrators is a documented feature for large deployments. | |
|
Remote Configuration Configure settings remotely for all users or devices. |
Remote configuration of settings supported for all users and devices in enterprise deployment. | |
|
Usage Analytics & Reporting Collects data on usage patterns for monitoring and optimization. |
Comprehensive usage analytics and reporting provided for monitoring and optimization. | |
|
Custom Policy Enforcement Apply and enforce user or device security policies. |
No information available | |
|
Automated Provisioning Bulk user/device setup via automated workflows. |
No information available | |
|
Role-Based Settings Control Settings and features can be enabled or disabled per user role. |
Role-based settings and feature access are configurable for different user profiles. | |
|
Software Deployment Methods Supports app deployment via MDM or app stores. |
Deployment via app stores and enterprise MDM documented in onboarding resources. | |
|
Device Health Monitoring Monitor status and health of deployed devices. |
No information available |
|
24/7 Technical Support Round-the-clock telephone, email, or chat support. |
24/7 support available for institutional and large clients; confirmed by FIS support SLAs. | |
|
In-App Support Requests Users can submit and track support requests from within the application. |
In-app support requests are standard in FIS digital solutions. | |
|
Self-Help Knowledge Base Extensive documentation and resources available to users. |
Online knowledge base and documentation available for self-service support. | |
|
Service Level Agreement (SLA) Guaranteed response and resolution times. |
FIS provides detailed SLAs guaranteeing timely support and resolution. | |
|
Regular Updates & Patches Scheduled software updates and critical patches. |
Product receives regular feature and security updates. | |
|
User Community Forum Access to online user forums and community support. |
Access to online FIS user communities and support forums. | |
|
Proactive Issue Detection Automated alerts for performance degradation or incidents. |
No information available |
|
User Capacity Maximum number of concurrent users supported. |
No information available | |
|
Device Capacity Maximum number of devices managed or connected. |
No information available | |
|
Cloud Scalability Dynamically adjusts to changing loads in a cloud environment. |
FIS products are cloud-native and scale dynamically; referenced in cloud architecture documentation. | |
|
Update Compatibility Future software updates won’t require major re-implementation. |
Future update compatibility is designed into the platform; extensive enterprise change management support. | |
|
Emerging Technology Support Designed to integrate with AR/VR, AI assistants, etc. |
No information available | |
|
Hybrid Deployment Support Supports both on-premise and cloud deployments. |
Both on-premise and cloud deployments supported for regulatory and IT flexibility. | |
|
Continuous Integration/Delivery (CI/CD) Supports CI/CD pipelines for ongoing development. |
No information available |
|
User Engagement Metrics Track frequency and depth of meeting interactions. |
Detailed meeting and usage analytics tracked within the platform. | |
|
Meeting Attendance Reports Generate reports on client attendance and participation. |
Attendance reporting included in meeting and CRM modules. | |
|
Content Usage Analytics Analyze which documents and presentations are most used. |
Analytics on document/content usage offered in the reporting suite. | |
|
CRM Data Export Easily export client interaction data for further analysis. |
CRM data/export for further analysis and integration is an explicit feature. | |
|
Custom Report Builder Compose custom reports tailored to firm needs. |
Custom report builder included in FIS Analytics suite. | |
|
Real-Time Dashboard Live dashboards for at-a-glance insights. |
Live dashboards available for client and team analytics in FIS portal. | |
|
Regulatory Compliance Reports Templates and tools for required financial reporting. |
Regulatory compliance reporting tools/templates provided for finance and fund managers. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.