Mobile computing options have grown exponentially over the past few years, creating new opportunities for deeper advisor/client relationships.
According to industry researchers at Aite Group, "Consumers are much better equipped than their financial advisors when it comes to accessing financial information at any time. This has put advisors at a disadvantage, one especially apparent in client meetings, as consumer expectations for getting real-time responses to their questions have risen sharply". (Aite Group, Top 10 Trends in Wealth Management, January 2012)
To enable broker dealers and advisors to keep pace with developing consumer behaviors, this whitepaper discusses the opportunities to connect with clients via mobile technologies, details recent survey findings in banking and wealth management, and offers tips on how to select a mobile solution for your business, the potential benefits, and the key attributes of firms with the highest rates of mobile adoption.