From my LinkedIn post of the same name: Mobile apps for Wealth Managers. Are they worth it?
As the ultimate techie, I love mobile apps and believe they should be mandatory for all businesses. I can see my data anywhere and at any time. I get notifications of important or interesting events. It makes me feel like I am in control.
However, when it comes to Wealth Managers, do they truly add value? What is the best measure of their value-add – happier clients, more AUM, reduced internal admin, something else?
Is it worth exploring this in more detail – the pros and cons of mobile apps?