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. 

37 reports
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
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 $2,100.00
Digital Account Aggregation in Wealth Management-Research Report-MyPrivateBanking Research
Digital Account Aggregation in Wealth Management
March 2017
March 2017
Regular price $2,600.00
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
Chatbots for Banking and Wealth Management-Research Report-MyPrivateBanking Research
Chatbots for Banking and Wealth Management
December 2016
December 2016
Regular price $2,700.00
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
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
Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK-Research Report-MyPrivateBanking Research
Investors’ Attitudes towards Robo-Advisors – Evidence from the US and the UK
May 2016
May 2016
Regular price $3,200.00
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
Hybrid Robo-Advisors for Wealth Management and Banking-Research Report-MyPrivateBanking Research
Hybrid Robo-Advisors for Wealth Management and Banking
February 2016
February 2016
Regular price $2,200.00
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