Reports on Digital Client Interfaces

Clients expect easy-to-use, accessible from anywhere, but still information rich digital interfaces. This report series focuses on the best use of mobile apps, public and client-only websites, social media presences and digital advisor tools to engage affluent and wealthy clients. 

49 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
Smart Speakers, Smarter Wealth Management - How voice technology is changing wealth management-Research Report-MyPrivateBanking Research
Smart Speakers, Smarter Wealth Management - How voice technology is changing wealth management
June 2018
June 2018
Regular price $1,750.00
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
What Women Expect from Digital Wealth Management - Global Survey in Five Key Wealth Management Markets-Research Report-MyPrivateBanking Research
What Women Expect from Digital Wealth Management - Global Survey in Five Key Wealth Management Markets
March 2018
March 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
Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back-Research Report-MyPrivateBanking Research
Wealthy and Affluent Self-Directed Investors 2017 - How Wealth Managers can Win them back
Dezember 2017
Dezember 2017
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
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 $2,800.00
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
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
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