Digital transformation is occurring at a fast pace throughout the financial industry. More than ever before, wealth management firms are planning to interact digitally with their clients. They anticipate communicating digitally with almost 70% of their clients within the next two years, and mobile applications will represent approximately 85% of their infrastructure for managing the client experience.1
As investors value trust and personalized solutions above all else, digital access helps strengthen your reputation and client relationships through transparent communications and flexible business practices.
This is why providing mobile access to investors has become essential not only for improving the client experience, but also for remaining competitive.