Behind the Login of Wealth Management - Seamless client journeys and deep personalization key to future success
This report offers all the data, analysis and recommendations required to develop, optimize and implement secure wealth management websites and mobile apps that are only accessible to clients and which create maximum appeal to the demanding category of wealthy individuals.
The report analyzes and ranks the client-only online and mobile presences of 15 leading global wealth managers worldwide and provides extensive profiles of these wealth managers’ websites and mobile apps including an overview of key strengths and weaknesses. The report outlines recommendations for each wealth manager and for the wealth management industry as a whole.
Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating secure desktop and mobile apps that will satisfy the needs of HNW/UHNW clients “behind the log-in.”
Wealth managers, banks, IT vendors and consultants will find answers to the following questions:
Which are the Top 10 wealth managers’ client-only portals offering the best comprehensive client experience ?
Which key positive and negative characteristics separate the top performers from the rest?
How did wealth managers’ secure websites and apps improve compared to the 2016 benchmarking, and which areas still require substantial development?
What features and functionalities should a bank’s client solution offer to satisfy the needs of HNW/UHNW clients?
How can wealth managers successfully balance security with ease of use?
How can the client experience be enhanced through personalization, interactivity and communication?
How can wealth managers create for clients seamless experiences across apps and devices to offer a non-static experience?
How do exclusive features that create a unique digital experience for HNWIs behind the log-in look?
How will client demand and technology development shape the client-only online presences of the future? What can wealth managers do today to be ready for the evolving online wealth experience?
What can be learned from the client-only mobile and desktop best practices of leading wealth managers?
How innovative are the client-only digital spaces and how well do they follow a sound digital strategy?
Capability assessment and ranking of the client-only online and mobile presences of 15 wealth managers worldwide based on 22 main criteria
15 detailed profiles of leading wealth manager’s secure websites and/or mobile app(s) with screenshots, analysis, evaluation and recommendations
Assessment of each wealth managers’ behind the login offer in the following areas: Core features, communication and utilities, digital strategy and innovation, security, omnichannel integration, content and expertise, exclusivity
7 best practices of wealth management desktop websites and mobile apps in the areas of core features, communication, cohesive branding and security
Trends and key findings in the evolving digital experience for wealth management clients ‘behind the log-in’
Essential steps towards digital superiority in client-only digital spaces
How to achieve a truly personalized user experience for HNW clients
Key strategies for personalization and creating a seamless omnichannel client experience “behind the log-in”
Ten specific recommendations on how to win clients’ hearts behind the log-in a thorough digital strategy that is shaped by innovation and rising client expectations
The report includes more than 50 graphs, charts and screenshots, and it comes with two additional files:
Key insights deck containing an easy-to-understand six-slide presentation that summarizes key findings for quick sharing
Comprehensive data appendixcontaining thorough evaluations of each wealth manager according to 22 detailed criteria for secure online spaces and/or mobile app(s) (spreadsheet)
Analyzed Wealth Managers client-only websites/mobile apps: Barclays, BNP Paribas, Credit Suisse, DBS, Deutsche Bank, HSBC, JP Morgan, Julius Baer, Merrill Lynch, Morgan Stanley, Nedbank, Société Générale, UBS, US Trust, Wells Fargo.