Mobile iPad Apps
Bernstein’s Wealth Forecasting Analysis App was released in the Apple Store to assist investors in making long-term investment decisions. Clients seeking guidance on issues such as when to retire are able to forecast their cash-flow stream, inflation resilience, and how different asset allocations might impact long-term security.
The planning tool produces instant advice with a simple intuitive interface. Enter your Profile: Asset allocation, income, expenses, and risk-tolerance level. Our app generates outcomes instantaneously: based on our proprietary model, which uses Bernstein’s research and historical data to create a vast range of market returns and takes into account the linkages within and among the capital markets, as well as their unpredictability.
Bernstein Instant Advice
The lead designer of AllianceBernstein’s Muni Manager iPad App in partnership with the business intelligence team. Advisors can build custom portfolios instantly by altering variables for yield and duration for a blend of AllianceBernstein’s municipal funds tailored to specific investment goals. The App closed $1.5 Million in business and another $2 million in additional leads uncovered in the first two weeks of launch.
AllianceBernstein Muni Manager
Part of a series of 6 ads for AllianceBernstein’s US retail fixed income campaign initiative, “Decoding Your Investments” the firm was the first in the financial industry to use this technology, which I discovered at a conference and proposed for the campaign Print ads were placed in multiple investor magazines. By scanning the QR code in the ad, investors were linked to a product web page. The campaign effectively increased the website’s conversion rate to 11%.
