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For eBusiness & Channel Strategy Professionals

The ROI Of Mobile Investing And Mobile Trading

Making The Business Case For Mobile Efforts At Wealth Management Firms

November 16, 2011


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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Tools And Templates

Best Practice Assessments

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  • Mobile Investors Show Greater Interest In Opening Deposit Accounts With Brokerages

Document Templates

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

Also in Collection: Mobile Wealth Management

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

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

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

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