Quivr On The Go: Leveraging Our Mobile App for Financial Advisors
In today's fast-paced world, financial advisors need constant access to client information, whether they're in the office or on the move. A common question we receive from prospective and current Quivr users is, "Does Quivr have a mobile app?" The answer is a resounding yes!
Quivr is built on the robust Salesforce platform, and one of its inherent advantages is the powerful Salesforce mobile app. This means you don't download a separate "Quivr" app; instead, you download the Salesforce app from your device's app store (Google Play or Apple App Store), log in with your Quivr credentials, and instantly gain mobile access to your essential client data.
What the Quivr App is For (And What It Isn't)
While the Quivr mobile experience is incredibly valuable, it's designed for specific use cases. Think of it as your portable, high-level client information hub, not your primary workstation for complex tasks.
Ideal Uses for the Quivr Mobile App:
Quick Client Information Access: Need a client's phone number, address, or birthdate while you're out? The app puts this vital contact information right in your pocket. It's perfect for those impromptu stops at a client's home or quickly pulling up details during a spontaneous call.
Reviewing Last Meeting Notes: Before an unexpected client interaction, you can quickly refresh your memory on the last conversation or key discussion points directly from your phone.
Checking Open Tasks: See your most pressing tasks or action items at a glance, helping you stay organized and prepared, even when away from your desk.
Rapid Data Capture: If you're like some of us whose brains don't turn off, or you're meeting someone new, the app is great for quickly adding new tasks or contacts on the fly. Don't let valuable information slip away—capture it immediately.
What the Quivr Mobile App is NOT For:
While powerful, the app isn't designed for heavy-duty administrative work. We highly recommend using your desktop or laptop for:
Creating Complex Workflows: Building intricate automation sequences is best done on a larger screen with a full keyboard and mouse.
Designing Dashboards: Crafting detailed dashboards with multiple reports requires the precision and real estate of a desktop environment.
Detailed Record Creation: For records with numerous fields, such as RMDs or in-depth financial planning items, the desktop experience offers greater efficiency and accuracy.
Customization for Your Mobile Needs
One of the great advantages of the Salesforce platform is its flexibility. You have the ability to customize what information is prominently displayed on your mobile device. If your role requires you to frequently be out of the office, attending events, or meeting prospects, you can tailor your mobile interface to prioritize the data and functions most critical to your on-the-go workflow. This means your phone can become an even more user-friendly tool, presenting exactly the information you need, when you need it.
In essence, the Quivr mobile experience is about empowering you with crucial client information and quick data entry capabilities, right in the palm of your hand. It serves its purpose quite well, helping you maintain peak efficiency even when you're not at your desk.
