This is an awesome story from moneyinfo and Lomond Wealth of how a custom mobile app can enhance a business brand and increase client engagement.
The client engagement metrics are important to understand. What part of your app are your clients using the most and why?
Are their classifications of users and the features they use, that show a trend in your Wealth Management business? Are they an age demographic, AUM, market events?
As a wealth manager do you know what those trends are? Would you be able to offer a better service to your clients if you did?