Summary
Mobile apps are a crucial part of an investment firm’s relationship with customers, yet those customers’ expectations keep rising. To deliver superior experiences — and drive engagement and stickiness — investment apps must meet or exceed customers’ rising expectations in eight categories: portfolio and performance; news, research, and education; trade and transaction tools; account management; help and support; content design; cash account exploration; and overall digital experience as measured by the Forrester Customer Experience Index (CX Index™). This tool helps digital leaders gauge the quality of their mobile investing app’s functionality and recommends actions they can take to improve it.
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