Reports

Lincoln Financial Group helps wholesalers use mobile app for near real-time insights

Lincoln Financial Group, a leading intermediary between financial advisors and individual investors, leveraged MicroStrategy to build their Territory Visualizer mobile application. With this iPad app, 700 external and internal wholesalers and support personnel have access to comprehensive, updated views of their territories. This mobile application was so successful that the Insured Retirement Institute awarded it with its 2016 Marketing Innovation Award. Read the case study to see how MicroStrategy helped wholesalers at Lincoln Financial Group increase their productivity and better serve their customers.