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. 

55 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
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
General Data Protection Regulation (GDPR) - What banks and wealth managers must do now before the time runs out-Flash Report-MyPrivateBanking Research
General Data Protection Regulation (GDPR) - What banks and wealth managers must do now before the time runs out
April 2018
April 2018
Regular price $490.00
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
Millennials in Wealth Management - A Survey of Digital Attitudes and Behavior in Five Key Markets-Research Report-MyPrivateBanking Research
Millennials in Wealth Management - A Survey of Digital Attitudes and Behavior in Five Key Markets
February 2018
February 2018
Regular price $1,900.00
Digital Innovation for Wealth Management - How Digital Leaders are Winning the Game-Research Report-MyPrivateBanking Research
Digital Innovation for Wealth Management - How Digital Leaders are Winning the Game
January 2018
January 2018
Regular price $1,900.00
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
Investors’ Attitudes towards Robo-Advisors – Evidence from Five Key Wealth Management Markets-Research Report-MyPrivateBanking Research
Investors’ Attitudes towards Robo-Advisors – Evidence from Five Key Wealth Management Markets
December 2017
December 2017
Regular price $1,900.00
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
Limited Time Only: 70% discount on Complete WealthTech Report Collection-Research Report-MyPrivateBanking Research
Limited Time Only: 70% discount on Complete WealthTech Report Collection
November 2017
November 2017
Regular price $3,400.00
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