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The Forrester Investing Wave™: US Mobile Apps, Q1 2018

Mobile Investing Apps Underwhelm With Poor Usability And Lack Of Guidance, Undermining Strong Transactional Features

January 16, 2018


  • By Davis Janowski,
  • Jennifer Wise
  • with Benjamin Ensor,
  • Mike Chirokas,
  • Gabriella Zoia,
  • Sam Bartlett

Why Read This Report

Mobile apps have become integral to consumers, who turn to them to manage their everyday lives — including their financial well-being. To see how helpful investing apps are to customers, we evaluated the mobile applications of six of the largest US investing firms. This report lays out where these firms excel — and where they lag — and what digital business strategy and customer experience executives can learn from them.

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Table of Contents

  • Investment Firms Are Neglecting Their Mobile Apps
  • Investment Firms Have Work To Do To Improve Their Mobile Apps
  • Recommendations

  • Help Customers Make Decisions About Their Investments And Future
  • How Forrester Can Help

  • Get Objective Recommendations For Your Mobile App
  • Supplemental Material
  • Related Research Documents