Pyxis Mobile

Wireless access to enterprise data


Optimize your firm's workflow with Mobile Enterprise Data

The financial services industry waits for no one. So why should enterprise data wait for mobile professionals?

With mobile solutions powered by AT&T and Pyxis Mobile, insurance companies, banks, and investment firms can get the data they need to do business on the same handheld device they use to place a phone call or send email. What's more, these solutions are now offered directly by AT&T.

Enjoy the power of having your data at your fingertips:

  • Broad Data Access: Whether your business data comes from one source or from many, our industry-specific wireless applications are built to meet your needs.
  • Industry-Proven User Workflows: We've taken the work out of mobile implementations, taking our customers 90% of the way to the perfect rollout from day one.
  • Intuitive User Configuration: Enhance your mobile applications using our pre-built templates, or start from scratch to build a customized application.

Global 24x7 Technical Support: Enjoy global enterprise-class support for your organization.

Whatever your speciality, we have a solution that will improve your workflow.

Investment Firms

Banks

Insurance Companies

  • Insurance Sales Consultants and Advisors
  • Insurance Wholesalers
  • Property & Casualty Claims Adjusters
  • Marketing and Sales
  • Portfolio Managers and Traders (video)
  • Institutional Sales
  • Executive Management
  • IT Managers (video)

Mobile solutions powered by AT&T and Pyxis Mobile allow you to:

  • Integrate directly with existing sales, CRM, or other enterprise system(s) ensuring data is consistent
  • Access static and real-time reports, such as portfolio holdings, research reports, issuer ratings, and performance reports
  • Log contacts, enter notes, order literature, send email, and manage your schedule while in the field without an inside rep's name
  • View sector and position-related market research
  • Gain real-time access to lending approval and status process
  • Access a 360-degree "total client" account view across multiple back end systems
  • Access commission reports and research distribution lists
  • Tailor, manage, and control mobile applications for organizations, groups, and individuals with intuitive screens and relevant data needed to get the job done

Benefits of mobility applications tailored for financial professionals:

  • Increase productivity with always-on connection to enterprise data
  • Raise net sales with more effective client interaction
  • Improve marketing results by collecting better client profiling information at the point of contact
  • Accelerate use and improve ROI of existing enterprise data systems by providing mobile access

Over 200 leading financial services firms are using the Pyxis Mobile solution today. Results include:

  • Recovery of ~250 hours of paid down-time per employee
  • Net sales up 5% annually
  • Lead coversion improved from 2% to 4% in six months
  • User adoption of CRM jumped from 34% to 98% in one month

How can wireless data solutions improve client relationships and ROI for your organization? Ask an AT&T business expert.

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