Case Study: Large US Based Mutual Fund Investment Company accelerates mobile sales support and boosts revenue with Appery.io

Large US based Mutual Fund Investment Company - Customer Case Study

Large US based Mutual Fund Investment Company is a large US-based mutual fund investment firm with global investment teams. The company needed to help financial advisors work with up-to-date materials on mobile devices, test new sales tools more quickly, and shorten long internal mobile app development cycles while balancing internal sales-support apps against consumer-facing priorities. It turned to Appery.io to address these mobile innovation challenges.

Appery.io provided a mobile app platform that accelerated delivery of both customer-facing and internal apps, including iOS and Android access to the firm’s SharePoint mutual fund information and a tablet app for educating investors in emerging markets. The results were strong: the first app launched in just 3 months and reached more than 300 financial advisors, while the SharePoint app improved employee mobility, profits, and sales. The emerging markets tablet app also drove a significant increase in revenue from those regions.