Digital Benchmarking Reports

Our benchmarking series profiles and evaluates the digital channels and touch points offered by the leading banks and wealth and fund managers worldwide. These reports provide detailed rankings, analyze each digital offering’s strengths and weaknesses, and present best practices and learnings points.
40 reports
Behind the Login of Wealth Management - Seamless client journeys and deep personalization key to future success-Research Report-MyPrivateBanking Research
Behind the Login of Wealth Management - Seamless client journeys and deep personalization key to future success
July 2018
July 2018
Regular price $2,900.00
Websites for Wealth Management - How to transform a static online presence into a digital dialogue-Research Report-MyPrivateBanking Research
Websites for Wealth Management - How to transform a static online presence into a digital dialogue
June 2018
June 2018
Regular price $2,800.00
Digital Leaders in Wealth Management - Winners secure talent and empower advisors-Research Report-MyPrivateBanking Research
Digital Leaders in Wealth Management - Winners secure talent and empower advisors
April 2018
April 2018
Regular price $2,400.00
How HNWIs use Banks’ Mobile Apps and Digital Channels – Survey Data from the US, UK, Germany, France and Switzerland-Research Report-MyPrivateBanking Research
How HNWIs use Banks’ Mobile Apps and Digital Channels – Survey Data from the US, UK, Germany, France and Switzerland
February 2018
February 2018
Regular price $2,400.00
Global Robo-Advisor Benchmarking 2017 – Mostly a One-trick Pony-Research Report-MyPrivateBanking Research
Global Robo-Advisor Benchmarking 2017 – Mostly a One-trick Pony
October 2017
October 2017
Regular price $3,500.00
Mobile Apps for Wealth Management – How Innovation beats Complacency-Research Report-MyPrivateBanking Research
Mobile Apps for Wealth Management – How Innovation beats Complacency
September 2017
September 2017
Regular price $3,200.00
Digital Offerings for Ultra-High-Net-Worth Clients 2017 - How wealth managers can win and engage the ultra-wealthy online
Digital Offerings for Ultra-High-Net-Worth Clients 2017 - How wealth managers can win and engage the ultra-wealthy online
July 2017
July 2017
Regular price $2,800.00
Digital Wealth Management in Asia: Focus on China and India-Research Report-MyPrivateBanking Research
Digital Wealth Management in Asia: Focus on China and India
June 2017
June 2017
Regular price $2,900.00
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 $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 $2,400.00
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
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 $3,200.00
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
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
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
Social Media for Wealth Management – Learning from the Best-Research Report-MyPrivateBanking Research
Social Media for Wealth Management – Learning from the Best
February 2016
February 2016
Regular price $2,200.00