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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


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

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