Mobile Investing Study

Eine Zeitschrift mit einer Frau auf dem Boden liegend

Swipe, Tap, Invest

How mobile brokerage is redefining the securities business in retail banking 

The world of investment is undergoing significant changes: the securities business is booming, driven by young, digitally savvy investors. Mobile use, cost transparency and easy-to-use investment channels no longer suffice to stand out against the competition – they have become a matter of course. In order to stay relevant, providers have to offer mobile-first solutions. 

 
Our latest white paper shows: 

An excellent mobile user experience and clear custody account models are the keys to growth and customer proximity.  Neobrokers are setting new standards with radically simplified user paths and transparent fee system.  Branch and direct banks have strong assets such as a trusting customer base and a broad range of products – however, their future success hinges on whether they manage to translate these strengths into a digital framework. 

 

Take the opportunity to future-proof your securities business. Download our white paper now.

Our study covers the following topics: 

  • Market development and trends: why mobile investing is becoming a key growth driver.
  • New investor logics: no advice but self-directed investing – what Gen Zers and millennials really want.
  • Benchmarking and best practices: what distinguishes successful providers – from UX to pricing models.
  • Strategic levers: how banks can safeguard their positioning in the securities business.

Order form

Thank you for your interest. Please fill out the form to receive a link to the complete document (pdf) via e-mail. 

Note: Only available in German. An English version will follow shortly.

Feel free to contact us

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Ulrich Hoyer

Partner

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Dr. Marc Buermeyer

Expert Partner

Benjamin Winter

Benjamin Winter

Senior Manager

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George E. Stylianou

Manager

Further reading

zeb is a thought leader in the financial services sector. Below you will find a selection of our current publications.

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