Perspectives

Mobile financial services

Raising the bar on customer engagement

What is the current state of mobility in financial services? How can banks, insurance companies, and investment management firms better engage with consumers through the mobile channel?

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On Deloitte University Press

There’s no shortage of talk in the financial services industry about the power and potential of mobility in improving the customer experience. But what do consumers expect when it comes to mobility and financial services? Can consumers “hear us now” and, more importantly, are we listening?
 
This paper, based on a survey of more than 2,000 respondents, discusses the business imperative behind mobile offerings and provides insight on how firms can galvanize their efforts around increasing mobile adoption rates, leverage mobile devices’ current capabilities, and prepare for the future of mobile technology.
 
Read the full study on Deloitte University Press to learn:

  • The business imperative behind mobile offerings
  • Where we are with mobility in the industry  
  • How firms can leverage the current potential of mobile devices
  • Ways to plan, adjust, and rethink as mobile devices evolve

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Infographic

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Learn more about how mobile technologies are transforming financial services.

What financial services customers want from mobility—by the numbers

Learn how customers are engaging with financial services providers through their mobile devices in this “by the numbers” infographic. View our data on limitations of mobile devices, security concerns, mobile video, and biometrics.

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Meet the authors

Val Srinivas

Val Srinivas

Research leader | Banking & Securities

Val Srinivas is the Banking & Securities research ...More

Sam Friedman

Sam Friedman

Research Leader | Insurance

Sam Friedman is the Insurance research leader at t...More

Jim Eckenrode

Jim Eckenrode

Executive Director | Center for Financial Services

Jim Eckenrode is the executive director of the Del...More

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