Financial Planning

Wealth management fares worst in mobile app client satisfaction

Wealth management clients are not happy with their mobile apps. That could mean less opportunities to cross sell additional financial services products and a loss of wallet share, according to a ...
Financial Planning

Building an app for your practice? Here's a guide for that

There’s little doubt that smartphones are becoming the dominant method for consumers to engage with service providers. So it’s safe to settle any previous debates about whether financial services ...
Business Wire

Wealth Management Clients Expect More Personalized Experience from Their Firms’ Mobile Apps and Websites, J.D. Power Finds

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...
Business Wire

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

TROY, Mich.--(BUSINESS WIRE)--Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting ...
jdpower

High Net Worth Customers Underwhelmed by Wealth Management Mobile Apps, J.D. Power Finds

COSTA MESA, Calif.: 11 March 2019 — While the mobile app has become the interaction channel of choice for many industries, utilization of wealth management mobile apps is among the lowest of all ...
jdpower

Wealth Management Apps Underperform Other Consumer Financial Apps, J.D. Power Finds

COSTA MESA, Calif. 3 Dec. 2019 — Investors are not impressed with the mobile apps their brokerage firms are providing. According to the J.D. Power 2019 U.S. Wealth Management Mobile App Satisfaction ...