Advisor Mobile App Use Set to Explode

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Mobile App Usage

Mobile apps are on the cusp of becoming an integral part of advisors’ professional routines, according to the results of our newly released Advisor Touchpoints™ study. Provider mobile apps considered best-in-class spawn an average of 5.8 advisor visits each month, while the more traditional best-in-class provider websites garner a comparable pull with an average of 7.1 advisor visits per month.

Advisors largely seek similar types of information from the two mediums—including product information, client-ready marketing, economic information, portfolio analysis tools and thought leadership—making the case that provider mobile apps and websites are interchangeable, underscoring the need to create and maintain an integrated approach to content and design across both platforms.

Meanwhile, reliance on mobile apps is positioned to grow, with one-fifth (19%) of advisors using mobile apps as frequently or more often than websites. Nonetheless, the best-in-class mobile app has yet to be developed. Nearly half (45%) of advisors who use apps struggle to name a leading provider, showing the field is wide open for app design, engineering and innovation.


> For more information on the full Advisor Touchpoints™ report and how it can help optimize your marketing reach,

This entry was posted in Brand and Messaging, CX, Financial Services, Product Development and tagged , , , , by Sonia Sharigian. Bookmark the permalink.
Sonia Sharigian

About Sonia Sharigian

Sonia is a product director for Cogent Reports with more than 10 years of experience in journalism, marketing and research. She has managed numerous qualitative and quantitative studies in financial services industry research, as well as the hospitality, consumer packaged goods and retail sectors. Prior to Market Strategies, Sonia served as a community manager for Communispace Corporation, where she helped major brands generate game-changing insights via online communities. She also worked as a public relations specialist for Putnam Investments and as a staff reporter for Community Newspaper Company. Sonia earned an MBA from Boston University School of Management and a bachelor’s degree in communications from Simmons College. She is an ardent Patriots fan who recently became hooked on sprint triathlons.

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