Why mobile matters
Employees increasingly live their financial lives on their phones – banking, paying bills, even investing. Yet many equity platforms still tether participants to desktop access. Some don’t offer a mobile app at all, and those that do often limit functionality to viewing balances.
That gap matters. Without mobile access, employees risk missing deadlines, losing confidence, or disengaging from their awards.
Forward-looking companies are closing this gap by giving employees the ability to manage their entire equity journey on mobile – from plan enrolment to exercising and selling shares directly on their phones. Ours does – and it’s a key differentiator.
What employees expect
When employees think about equity, they don’t picture spreadsheets or plan documents. They think about the moments that matter:
- What are my awards worth right now – and what could they be worth in the future?
- When does my next vesting happen, and will I get a reminder?
- How do I act before I miss a deadline?
Meeting theses expectations requires platforms that deliver the right information, at the right time, in the right format – and for today’s workforce, that means mobile.
Meeting modern workforce expectations
Employees are used to seamless digital experiences in every aspect of their lives. When equity platforms fall short of that standard, frustration and disengagement quickly follow. A mobile-first experience delivers more than convenience:
- Confidence – Real-time access keeps employees engaged and aware of potential value.
- Clarity – Visual, intuitive information makes equity easier to understand.
- Connection – When equity is accessible it feels like a living benefit, not an abstract promise.
- Inclusivity and Accessibility – From office staff to shop floors to travelling teams, mobile onboarding ensures every employee can actively participate.
The full equity journey – on mobile
From account activation to transactions – The strongest mobile app solutions don’t just mirror desktop portals – they enable employees to manage their full equity journey:
- Enrol and activate accounts anytime, anywhere – even without desktop access.
- Exercise options and sell shares as easily as mobile banking.
- View a history of transactions to stay on top of activity.
- Access in-app education that explains awards and in plain language.
- Participate in milestones like shareholder votes from their device.
This combination turns equity from a distant benefit into something tangible, immediate, and empowering.
Turning access into engagement
Convenience isn’t just a perk — it’s a necessity. By making equity management mobile-first, companies achieve:
- Higher participation rates
- Stronger employee understanding
- Deeper engagement and loyalty
Equity that is simple to access becomes equity that employees value.
See it in action
Our Workplace Solutions app puts equity in the palm of your employees’ hands – from enrolment to education to everyday management.
This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. J.P. Morgan Workplace Solutions’ Insights is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.
