Trends Report

The State Of Mobile Investing

February 16th, 2011
Bill Doyle, null
Bill Doyle
With contributors:
Brian Walker , Serena Goldberg , Beth Hoffman


Mobile is the hot channel these days. A number of investment firms have developed mobile apps, and many offer dedicated mobile Web sites. Consumer adoption is ticking up: Today, 11% of investors are mobile investors. But the road to widespread mobile investing adoption will be bumpy, thanks to low interest among nonadopters and the challenges of multiple mobile platforms. Though downloadable apps command a lot of attention today, Forrester believes that the mobile Web will remain a critical delivery method for the foreseeable future. As use of mobile investing and trading grows — driven by a continuing flood of smartphones and increasing consumer comfort — mobile channel managers at investment firms will succeed by prioritizing key functionality like access to current balances and holdings. Smart channel managers will also choose a single platform to focus on for testing and piloting downloadable apps.

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