How John Hancock Met Distributors' iPad Demands
The company's distribution arm%2C through compromise and innovation%2C launched an iPad app to help its advisors sell better to clients.
Retirement Ready guides advisers through the use a product allocation tool, called the RSQ Analyzer, which was developed by the QWeMA (Quantitative Wealth Management Analytics) Group. The idea is that by offering a better way to illustrate product allocation, advisors would benefit from more informed and engaged clients, instead of having them drop off in the midst of the process -- or not come in at all.
"When they were trying to illustrate this concept to the client, they were trying to scratch it out out on a yellow pad," Harrington says.
Advisors needed a better way to do this so that they could get in front of more clients. So JHFN conceived of Retirement Ready, originally as a web platform, which the company launched last fall.
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