Reports on Digital Media and FinTech for Wealth Management

A new generation of affluent and wealthy clients expects state-of-the-art digital tools to access their portfolios and connect with their advisors. Our reports offer wealth managers and advisors the required data and analysis to their shape digital offerings in order to best satisfy the needs of this demanding client segment. 

42 reports
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
Big Data for Wealth Management – A Practical Guide for Successful Implementation-Research Report-MyPrivateBanking Research
Big Data for Wealth Management – A Practical Guide for Successful Implementation
May 2017
May 2017
Regular price $2,800.00
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
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 $2,300.00
Digital Account Aggregation in Wealth Management-Research Report-MyPrivateBanking Research
Digital Account Aggregation in Wealth Management
March 2017
March 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
Chatbots for Banking and Wealth Management-Research Report-MyPrivateBanking Research
Chatbots for Banking and Wealth Management
December 2016
December 2016
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 $2,400.00
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
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