But here’s the good news you’ve been waiting for – on October 30th we are launching the client contribution tool in our award-winning iA Mobile app!
With a simple, clear and user-friendly interface, the mobile contribution tool has all the same great features as in My Client Space, such as:
- Same-day deposit (if received by 4 pm (ET) on business days)
- Investment options
- Instant email confirmation
The client contribution tool has already been used over 1200 times (and counting!), resulting in contributions of over $3 million in TFSAs and RRSPs – an outstanding figure!
OUR MOBILE APP KEEPS GETTING BETTER!
Whereas other life insurance companies tend to focus their mobile apps on group savings and group insurance, iA is proud to add the contribution tool to the growing list of mobile functionalities available to our individual savings and retirement clients, including fast access to:
- Contract balances
- Personal rates of return for each contract
- Electronic documents
Make sure you emphasize to your clients that our mobile app is yet another great reason to choose iA! It gives them autonomy for simple deposits following their established investment strategy, therefore, allowing you to focus on those for whom your advisory role is invaluable.
Share the good news with your clients by using the Facebook and LinkedIn posts (available Monday) on the Web Showcase and by using the email template.
For more information, download the guide to see the tool for yourself. To learn more about the iA Mobile app and to download it, visit ia.ca/iamobile-en.
If you have any questions, don’t hesitate to contact your sales teams.
