Financial Planning

Wealth management fares worst in mobile app client satisfaction

Wealth management clients are not happy with their mobile apps. That could mean less opportunities to cross sell additional financial services products and a loss of wallet share, according to a ...
Financial Planning

In race for mobile dominance, UBS launches upgraded client app

The face of wealth management is changing — in no small part due to a recent influx of upgrades to client-facing mobile apps. Processing Content UBS is the latest financial services firm to launch a ...
Business Wire

Wealth Management Clients Expect More Personalized Experience from Their Firms’ Mobile Apps and Websites, J.D. Power Finds

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...
Business Wire

Wealth Management Clients in Canada Embrace Mobile Apps and Websites That Deliver Personalized Advice and Guidance, J.D. Power Finds

TORONTO--(BUSINESS WIRE)--As wealth management firms in Canada continue to shift their focus and their outward branding away from transactions and trading to a focus on financial empowerment and ...
Finextra

Mobile Banking Apps: Four Key Features of a Thought-out UX/UI Design

Nowadays, banking apps are widely used not only by professionals. Leading banks cooperate with experienced fintech software development companies to create efficient banking solutions that will meet ...