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. 

52 reports
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
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