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Jul 09, 2020

This report provides a detailed quantitative evaluation of wealth managers’ mobile apps against the current standard of excellence in terms of usability, functionality, and operability.

Mobile apps are omnipresent today and financial institutions have been stepping up their game to offer innovative mobile technology. This report aims to uncover the gold standard for apps across regions, client segments, and user groups. The objective and standardized evaluation helps pinpoint an app’s strengths and weaknesses. Moreover, by illustrating best practices and individualized assessment of firms’ mobile apps, this report helps map the road to success for wealth managers struggling with low mobile adoption, as well as those wishing to maintain their momentum.

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