Build financial services apps to generate leads,
impress customers and share information

Using Fliplet, create financial services apps to:

  • Give clients access to latest portfolio data
  • Support field sales teams
  • Enhance in-branch interactions for customers
  • Centralize key market and BI information

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Example financial services apps

legal apps

Field Sales Apps
Give field sales advisors access to up-to-date product or client information and rates.

Compliance Apps
Give instant access to the latest regulatory information and compliance training material.

Portfolio Management Apps
Ensure clients have access to the latest data on how their portfolio is performing.

Reporting & BI Apps
Access at a glance key market and business intelligence from your mobile device.

Customers include

Mars Sky Marriott  


  • No coding required. Anyone can create and maintain apps.
  • Instant app updates. Content can be updated instantly at any time.
  • Secure. Apps integrate with your organization’s existing mobile security systems.

Other features:

  • iOS and Android apps
  • Smartphone and tablet support
  • Apps work both online and offline
  • Capture data via surveys and quizzes
  • Include videos and galleries

Take a closer look at Fliplet

Get a Demo

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Financial Services Apps

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