How Wealth Managers Can Win Clients Online-Research Report-MyPrivateBanking Research
How Wealth Managers Can Win Clients Online-Research Report-MyPrivateBanking Research
How Wealth Managers Can Win Clients Online-Research Report-MyPrivateBanking Research How Wealth Managers Can Win Clients Online-Research Report-MyPrivateBanking Research How Wealth Managers Can Win Clients Online-Research Report-MyPrivateBanking Research How Wealth Managers Can Win Clients Online-Research Report-MyPrivateBanking Research How Wealth Managers Can Win Clients Online-Research Report-MyPrivateBanking Research

How Wealth Managers Can Win Clients Online

April 2011

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This report tells you in 167 pages all you need to know for developing, optimizing and implementing a wealth managment and private banking website with maximum appeal to the demanding group of wealthy individuals. Our research team of technology and industry experts analyzed in detail the strengths and weaknesses of the private banking and wealth management websites of the 40 largest wealth managers worldwide (See analysed wealth management websites below). The report provides an assessment and recommendations for each of them and the wealth management industry as a whole.

 >>Click here for Table of Contents, Methodology, Executive Summary<< 

Based on 50 criteria grouped into three main categories of evaluation, the report benchmarks the user-friendliness of the websites, the quality of the content and the contact options together with the interactivity and social media integration offered by each bank. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating websites that can engage both existing and new wealthy clients. 

The report gives wealth managers, private bankers, IT vendors and consultants answers to the following questions:

  • Which banks offer state-of-the-art wealth management websites, and who are the laggards?

  • What are the positive and negative characteristics of the wealth management and private banking websites offered by the world’s Top 40 wealth managers? 

  • What navigation, content and interactivity should a bank’s wealth management website have to catch the attention and satisfy the needs of both clients and non-clients?

  • What is the value of having interactive tools, apps and social media integrated into the website?

  • What can be learned from the best practices identified among the private banking websites that were analyzed?

  • How should social networks such as Facebook, Twitter, LinkedIn be integrated in a private banking website?
      

Main Content:

  • Benchmarking and ranking of the websites of the world´s Top 40 wealth management websites based on 50 detailed criteria

  • 40 comprehensive profiles of each wealth managers’s websites with an in-depth analysis and recommendations for each wealth manager

  • 20 best practices of wealth management websites in the areas of navigation, content and interactivity 

  • Recommendations on how a winning wealth manager’s website should look like 

  • Recommendations for the integration of social networks like Facebook and Twitter and the use of social media on the website

  • Comprehensive data appendix of 40 pages containing with detailed evaluations by wealth manager according to 50 criteria (spreadsheet)