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Application Development for Financial Advisors
Halinár, Petr ; Bradáč, Richard (referee) ; Dydowicz, Petr (advisor)
The modern time is characterized by strong competition in almost every field of doing, customers expect better and better services, demands are growing permanently. Capability to satisfy customers´ expectations became one of the key success factors. In many cases is this capability of delivering additional value the only significant benefit which differ you from competition. Customers rely on impressions and image of the company more and more. This work does not deal with complex customer relationship management, but is aimed at improving the position of financial advisors/consultants in this area. The purpose of application, designed in this work, is to improve effectiveness and save time in every day’s life which is wasted for unnecessary searching and browsing records. This goal is connected with capability of application to deliver methods which make possible easy and effective client portfolio management.
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Application Development for Financial Advisors
Halinár, Petr ; Bradáč, Richard (referee) ; Dydowicz, Petr (advisor)
The modern time is characterized by strong competition in almost every field of doing, customers expect better and better services, demands are growing permanently. Capability to satisfy customers´ expectations became one of the key success factors. In many cases is this capability of delivering additional value the only significant benefit which differ you from competition. Customers rely on impressions and image of the company more and more. This work does not deal with complex customer relationship management, but is aimed at improving the position of financial advisors/consultants in this area. The purpose of application, designed in this work, is to improve effectiveness and save time in every day’s life which is wasted for unnecessary searching and browsing records. This goal is connected with capability of application to deliver methods which make possible easy and effective client portfolio management.
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