Mobile Strategy for Investment Managers

Mobile strategy for investment managers How mobility will make your investment firm more accessible, more efficient, and more successful

Copyright © 2014 Advent Software, Inc. All rights reserved.

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Why should you have a mobile strategy if you already use smartphones and tablets?


Your clients expect it.

Two reasons… You need it.

This year more mobile devices will be used to access the internet than traditional computers.1 Tablet purchases by businesses are

expected to triple to 53 million by 2016.2

Copyright © 2014 Advent Software, Inc. All rights reserved. 2. Matt Hamblen, “Smartphones and tablets growth exploding, especially in business, Gartner says,” Computerworld, 6 November 2102 1. “Tracking Global Trends: How Six Key Developments Are Shaping the Business World,” Ernst & Young, 2011

Many advisors are already seeing the benefits of using mobile technology.



83.7% 67.4%

50% 48.9%

Mobile devices help me stay connected while traveling/out of the office

Mobile devices enhance my client meetings

Mobile devices increase my productivity

Mobile devices help me be more responsive/available to clients

A survey of advisors who use mobile devices found3...

3. By All Accounts, Q2 2011 Gadget Survey

Here are three questions to ask about your firm’s mobile capabilities.



Online Presence

Are your website and online resources optimized for mobile access?

Usability

Can your clients and advisors monitor and manage their investments with mobile devices?



Security

Does your staff understand best practices for mobile security?


If you don’t have the answers to these questions, you don’t have a mobile strategy. You risk falling behind.

Find out how to turn the mobile trend in your favor. Download our free white paper: www.advent.com/mobility


http://www.advent.com/mobility

Date post:	17-Jul-2015
Category:	Mobile
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