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Closer Look: Investment Management, Mobility, and Managing Investor Security Concerns


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The investment management industry, like many other industries, is in the process of developing mobile offerings for both clients and advisors. In many ways, the current state of the mobile channel harkens back to the early days of the Internet when there were uncertainties about its value, return on investment, types of information and functionality to offer, and the safety and security of this channel. These very same debates are happening today around mobility.

How important is the mobile channel to investment managers, and how is it currently being used? How does mobile impact the advisor? And what does it all mean as investment managers develop their mobile strategies?

Download this Closer Look to understand mobile issues that impact the investment management industry. For a full view into mobility across financial services, read our report on Deloitte University Press.

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