For eBusiness & Channel Strategy Professionals

The ROI Of Mobile Investing And Mobile Trading

Making The Business Case For Mobile Efforts At Wealth Management Firms

    Why Read This Report

    Mobile has become a high priority for eBusiness teams at wealth management and investment firms. In the US, the proportion of online adults who use the mobile channel to manage their investments rose from 7% two years ago to 11% at the end of 2010. To help mobile strategists at wealth management firms calculate the potential return on investment (ROI) of mobile initiatives, Forrester developed a model based on the estimated costs and projected benefits of launching a mobile website, a downloadable app, and SMS alerts in support of mobile investing and trading. Our model yields two separate ROI estimates: a 31.2% return in the first year for a direct brokerage firm with 1 million clients overall, and a 17.7% return in year one for a full-service investment firm of the same size. As more investors adopt mobile, the ROI will improve.
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    TABLE OF CONTENTS

    • As Investment Firms Eye Mobile, eBusiness Teams Look To Make The Business Case
    • Estimating The ROI Of Mobile Investing Means Understanding Costs And Benefits
    • Full-Service And Direct Firms Can Expect Different Gains From Mobile
    • WHAT IT MEANS

      Rising Adoption And Innovative Use Of Mobile Will Boost ROI In The Future
    • RECOMMENDATIONS

      Your Results Will Vary — So Don't Neglect To Do The Math
    • How Forrester Can Help
    • Supplemental Material
    • Related Research Documents

    TOOLS & TEMPLATES

    • Document Templates:

      How Top US Investment Firms Serve Clients Through The Mobile Channel Today

    • Best Practice Assessments:

      Mobile Investors Show Greater Interest In Opening Deposit Accounts With Brokerages