Gartner Research

Mobility in Wealth Management Is Key to Operational Efficiency and Client Satisfaction

Published: 27 June 2012

ID: G00233891

Analyst(s): David Schehr


Rapid adoption of smartphones and tablets require an effective response by global wealth managers. Advisors as well as clients will be hungry for the capabilities these new consumer devices provide in managing investments.

Table Of Contents
  • Impacts


  • WM organizations must respond to the emergence of media tablets as productivity tools by providing appropriate table-based functionality for advisors
  • Tablet and smartphone use among investors is growing rapidly, and WM firms must respond to these new needs by creating or enhancing end-client tools and functionality
  • End-user demands for varied and integrated WM and brokerage technology will require IT organizations to become more nimble when developing tablet capabilities for advisors and clients

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