Mobile app usage up, client satisfaction down: J.D. Power
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Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research
With a new wave of young investors seeking out financial advice, wealth managers are leveraging mobile apps to move into digital planning.
Across both do-it-yourself and advised investors, 33% say they’ve used their wealth management firm’s mobile app more frequently during the pandemic
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