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Best Practices In US Mobile Investing Functionality

The Industry Has Far To Go To Meet The Holistic Needs Of Younger Investors

December 7, 2017

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  • By Davis Janowski
  • with Benjamin Ensor,
  • Mike Chirokas,
  • Sam Bartlett

Why Read This Report

With expectations rising and substantial business at stake in landing and retaining 87 million US Millennial investors, digital wealth management teams know they need to improve their portfolios of mobile sites and apps. Forrester reviewed the mobile offerings of six leading US investment firms. This report will help digital business strategy professionals at investment firms understand what mobile features are being offered today, what constitutes best-practice, and what needs to be added.

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Table of Contents

  • Mobile Investing Best Practices
  • Recommendations

  • Digital Teams Must Think Holistically About Customer Outcomes
  • How Forrester Can Help

  • Benchmark Your Mobile Services To Identify Opportunities
  • Supplemental Material
  • Related Research Documents