Press Release - Bosch Software Innovations

Media Release
Investment Advisory on the iPad
Comprehensive and Mobile
� Bosch Software Innovations Presents its Prototype
Immenstaad – Bosch Software Innovations has developed a prototype for mobile
investment advisory services on the iPad platform. This mobile consulting
solution – the Touch Investment Advisory – means that relationship managers
can now offer their clients a structured, systematic, and interactive consulting
experience, regardless of where they are.
“Studies have shown that the quality of consulting services is under constant
scrutiny. Advice that is tailored to the individual client is critically important. Our
Touch Investment Advisory supports bankers who want to provide their clients
with the best possible investment advice,” explained Klaus Hüftle, head of sales
at Bosch Software Innovations. Whether at the bank or on the road, relationship
managers can always have the information they need at their fingertips.
The iPads are completely integrated into the enterprise’s existing infrastructure.
So client data is entered on the move and administered centrally. Security is
designed in such a way that, among other safeguards, data is captured locally
offline on the iPad and encrypted for online use over communications channels.
Moreover, user profiles require authentication and authorization to ensure that
sensitive client data is protected.
The entire investment advisory process can be visualized on the iPad. Clients are
guided first through the process of creating a profile and evaluating their risk
tolerance. Based on investment goals, experience, and affinity for risk, suggested
investment strategies are then created. The effects of strategy adjustments can
be simulated as well.
Classic CRM functionalities, such as contact management and calendar, should
be available for use on the iPad by the end of the year.
Bosch Software Innovations GmbH
Ziegelei 7
D-88090 Immenstaad
E-Mail stefanie.kowallick@bosch-si.com
Telefon +49 7545 202-300
Telefax +49 7545 202-301
Corporate Communications
Leitung: Uta-Micaela Dürig
www.bosch-presse.de
September 2011
PI 7548 INST/SAF

Media photo: 5-INST 17998
Mobile consulting with the Touch Investment Advisory.
Media photo: 5-INST 17999
Mobile consulting with the Touch Investment Advisory.
Press Contact:
Stefanie Kowallick
Tel. +49 7545 202-241
Email: stefanie.kowallick@bosch-si.com
Bosch Software Innovations GmbH, the software and systems provider within the Bosch Group,
designs and develops innovative software and system solutions for an international clientele.
For banks, financial services providers, and industrial enterprises, Bosch Software Innovations
offers products specially designed to meet their compliance, risk management, and CRM
needs. System solutions in the areas of mobility and energy range from analysis, through
implementation, to operation of entire hardware and software systems.
We support our customers in implementing innovative business models by linking functions,
services, and devices in the Internet. Deploying cutting edge technology by Bosch Software
Innovations increases the efficiency and flexibility of complex applications and creates lasting
competitive advantage for our customers.
Additional information is available at www.bosch-si.de.
The Bosch Group is an international leader in technology and services. From automobile and
industrial technology to consumer goods and building technology, our 285,000 employees were
responsible for sales of 47.3 billion euros in FY2010. The Bosch Group comprises Robert
Bosch GmbH and its more than 350 subsidiaries and regional companies in more than 60
countries. Including its sales partners, Bosch is active in around 150 countries. This global
network of development, manufacturing and sales associates is the foundation for continuing
growth. In 2010, Bosch invested 3.8 billion euros in research and development and applied for
3,800 patents around the world. With all its products and services, Bosch improves the quality
of life for people around the world with innovative and beneficial solutions.
In 2011, the company celebrates its 125 th anniversary. It was founded in 1886 by Robert Bosch
(1861-1942) in Stuttgart, Germany, as a “workshop for precision mechanics and electrical
engineering.” The legal structure of Robert Bosch GmbH ensures the entrepreneurial
independence of the Bosch Group. It means the enterprise can make long-term plans and
meaningful investments for the future. The Robert Bosch Stiftung GmbH, a charitable
foundation, holds 92% of the capital stock of Robert Bosch GmbH. Robert Bosch
Industrietreuhand AG, a trust, holds the majority of the voting rights; it exercises shareholder
functions. The Bosch family and Robert Bosch GmbH hold the remaining shares.
For more information, please visit www.bosch.de, www.bosch-presse.de, www.125.bosch.com
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