Gartner Research

How to Create Powerful Mobility Solutions for Wealth Management

Published: 05 August 2016

ID: G00294849

Analyst(s): Chuck Thomas

Summary

Mobile devices enable wealth management clients and advisors to engage anytime and anywhere. Many mobile apps currently deployed fail to provide the meaningful differentiation or personalized experience clients demand. CIOs must ensure that the mobile apps they deploy include these capabilities.

Table Of Contents
  • Key Challenges

Introduction

Analysis

  • Integrate Mobile Applications With Core Systems
  • Provide Seamless Interaction and Collaboration for Clients and Advisors
  • Create More Touchpoints Between Clients, Advisors and the Firm
    • Mobile Is Essential Outside the Developed World
  • Map Applications to the Proper Device
    • Regional Differences Drive Device Deployment
    • Understanding Client Channel Preferences by Region

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