Some very interesting stats about mobile apps for Wealth Managers!
A mobile “app receives FOUR times as many logins as the desktop portal.”
The Moneyinfo team recently did a survey in partnership with Compeer Limited. Here are the main takeaways:
– A mobile “app receives FOUR times as many logins as the desktop portal.”
– Online valuations ranked top in terms of importance
– Secure messaging only slightly behind as 69% of all investors gave secure messaging via a client portal a four or five rating
– Also of high importance was the ability to store documents and sign others
What is also key is that a custom app emphasises the wealth managers brand and services.
As a wealth manager to UHNW clients, are you aligning yourself to your customer’s demands?