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. 

37 reports
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 $2,600.00
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 $2,400.00
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
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
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
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
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 $2,700.00
Fund Managers Websites for Retail Clients-Research Report-MyPrivateBanking Research
Fund Managers Websites for Retail Clients
January 2016
January 2016
Regular price $3,200.00
Wealth Management ‘Behind the Login’ - Decoding the Client Experience-Research Report-MyPrivateBanking Research
Wealth Management ‘Behind the Login’ - Decoding the Client Experience
December 2015
December 2015
Regular price $2,600.00
Banking on the Apple Watch – Time to Deliver Apps that Excite Clients-Research Report-MyPrivateBanking Research
Banking on the Apple Watch – Time to Deliver Apps that Excite Clients
November 2015
November 2015
Regular price $1,600.00
Mobile Apps for Banking - Interactivity and Content Make the Difference-Research Report-MyPrivateBanking Research
Mobile Apps for Banking - Interactivity and Content Make the Difference
October 2015
October 2015
Regular price $3,200.00
Mobile Apps for Wealth Management - Innovation Leaders and Innovation Laggards-Research Report-MyPrivateBanking Research
Mobile Apps for Wealth Management - Innovation Leaders and Innovation Laggards
June 2015
June 2015
Regular price $3,200.00
Digital and Mobile Solutions for Financial Advisors-Research Report-MyPrivateBanking Research
Digital and Mobile Solutions for Financial Advisors
March 2015
March 2015
Regular price $2,800.00