Mobile Advisor Functional Overview

The purpose of this document is to describe the overall functionalities, business rules and user A person (member) that is using a registered client (application) to access resources (API). journeys for the Mobile Advisor product built on the DFS platform The Mobile Advisor is a comprehensive, staff-facing solution that offers the bank’s advisors a powerful, digitally enhanced dialog to serve their customers better and faster in and outside the bank branch. Furthermore, it is the advisor’s trading tool that allows him/her to perform a wide spectrum of the wealth management operations, onboard new clients and connect with them efficiently.