Mobile Fund Marketing

The Importance of a Carefully Crafted Client Onboarding Process

“While 87% of surveyed wealth management executives see mobile technology as important, less than half are confident in their ability to deliver these tools. And financial advisors give their mobile tools the lowest average effectiveness score of the technology they currently use. Fund manufacturers that take a mobile-first strategy with their offerings can help their distribution partners address advisors’ demand for better mobile capabilities.”

  • Asset and wealth management customers are going mobile
  • Less than a third of fund manufacturers seem to use mobile devices to market their offering today – this needs to change
  • Even amongst the companies that do mobile marketing, there is significant room for improvement & innovation
  • Fund manufacturers can achieve a value-positive marketing presence on the mobile channel without breaking the bank