All Reports

Our reports offer specialized research and analysis on how financial services firms should develop their digital offerings to best engage affluent and wealthy clients. All our reports are authored by highly experienced analysts and offer self-collected data, best practices, benchmarkings and clear calls and recommendations.
48 reports
Wealth Advisor Digitalization - How to make advisors more efficient, compliant and client-friendly-Research Report-MyPrivateBanking Research
Wealth Advisor Digitalization - How to make advisors more efficient, compliant and client-friendly
May 2017
May 2017
Regular price $2,400.00
Reaching Millennials - The Next Big Opportunity in Digital Wealth Management-Research Report-MyPrivateBanking Research
Reaching Millennials - The Next Big Opportunity in Digital Wealth Management
March 2017
March 2017
Regular price $2,100.00
Digital Account Aggregation in Wealth Management-Research Report-MyPrivateBanking Research
Digital Account Aggregation in Wealth Management
March 2017
March 2017
Regular price $2,600.00
Behind the Log-In of Wealth Managers’ Websites and Mobile Apps-Research Report-MyPrivateBanking Research
Behind the Log-In of Wealth Managers’ Websites and Mobile Apps
January 2017
January 2017
Regular price $2,900.00
Chatbots for Banking and Wealth Management-Research Report-MyPrivateBanking Research
Chatbots for Banking and Wealth Management
December 2016
December 2016
Regular price $2,700.00
Leading Robo-Advisors - Benchmarking the current automated investment landscape and mapping the road ahead-Research Report-MyPrivateBanking Research
Leading Robo-Advisors - Benchmarking the current automated investment landscape and mapping the road ahead
November 2016
November 2016
Regular price $3,200.00
Digital Leaders in Wealth Management - Empowering Clients and Creating an Innovative Culture-Research Report-MyPrivateBanking Research
Digital Leaders in Wealth Management - Empowering Clients and Creating an Innovative Culture
November 2016
November 2016
Regular price $2,200.00
Fund Managers' Digital Presences for Institutionals and Advisors-Research Report-MyPrivateBanking Research
Fund Managers' Digital Presences for Institutionals and Advisors
October 2016
October 2016
Regular price $3,250.00
Mobile Apps for Banking – Tech-Savvy Clients Let Down by Shortcomings-Research Report-MyPrivateBanking Research
Mobile Apps for Banking – Tech-Savvy Clients Let Down by Shortcomings
September 2016
September 2016
Regular price $2,900.00
Websites for Wealth Management - The Digital Divide between Wealth Managers Deepens-Research Report-MyPrivateBanking Research
Websites for Wealth Management - The Digital Divide between Wealth Managers Deepens
September 2016
September 2016
Regular price $3,750.00
From Disruption to Innovation - How Wealth Managers can Master the FinTech Challenge-Research Report-MyPrivateBanking Research
From Disruption to Innovation - How Wealth Managers can Master the FinTech Challenge
August 2016
August 2016
Regular price $1,400.00
Robo Advisors 3.0 - How to Create the Best Customer Journey: From Onboarding to Reporting-Research Report-MyPrivateBanking Research
Robo Advisors 3.0 - How to Create the Best Customer Journey: From Onboarding to Reporting
June 2016
June 2016
Regular price $2,700.00
Mobile Apps for Wealth Management - Personalized Apps for Your Most Valuable Clients-Research Report-MyPrivateBanking Research
Mobile Apps for Wealth Management - Personalized Apps for Your Most Valuable Clients
May 2016
May 2016
Regular price $3,250.00
Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK-Research Report-MyPrivateBanking Research
Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK
May 2016
May 2016
Regular price $3,200.00
Digital Offerings for Ultra High-Net-Worth Clients - How wealth managers can win and engage the ultra-wealthy online-Research Report-MyPrivateBanking Research
Digital Offerings for Ultra High-Net-Worth Clients - How wealth managers can win and engage the ultra-wealthy online
March 2016
March 2016
Regular price $2,400.00
Hybrid Robo-Advisors for Wealth Management and Banking-Research Report-MyPrivateBanking Research
Hybrid Robo-Advisors for Wealth Management and Banking
February 2016
February 2016
Regular price $2,200.00