Limited Time Only: 70% discount on Complete WealthTech Report Collection-Research Report-MyPrivateBanking Research
Limited Time Only: 70% discount on Complete WealthTech Report Collection-Research Report-MyPrivateBanking Research

Limited Time Only: 70% discount on Complete WealthTech Report Collection

MyPrivateBanking Research

Regular price $3,400.00 Sale

For a limited time only we offer our Complete WealthTech Report Collection including four of our latest reports for just USD 3,400 (Regular Price: USD 11,300). You can save 70% off the price of buying each report separately! This special offer is valid only through December 15, 2017.   

1. Report: Wealth Advisor Digitalization

This report is THE resource wealth managers must have if you want to take advantage of the digitalization of wealth advisor functions such as onboarding, compliance, client profiling, financial planning, advisor-client interfaces and client meeting preparation: (more info on report)

  • How advisors can foster a collaborative approach with clients through digital tools
  • Impact of digitalization on the client journey and advisor-client relationship
  • Choosing the right digital channels and interfaces for advisor-client communication
  • How to develop advanced financial planning through a combination of man + machine and the role of AI
  • Seven case studies showcasing technology offerings for the digitalization of the client-advisor relationship

2. Report: Digital Account Aggregation in Wealth Management

Clients increasingly expect to to access their accounts from various financial institutions in one place. This report analyzes the relevant impact of regulation and technology and supports wealth managers in developing winning account aggregation solutions: (more info on report)

  • Status quo and the future of account aggregation in wealth management in the EU, US and Asia
  • Impact of regulatory changes like PSD2
  • Client expectations on automatic account aggregation
  • Analysis of the leading vendors of digital account aggregation
  • Eight extensive case studies showcasing the capabilities of account aggregation vendors 

3. Report: Chatbots for Banking and Wealth Management

Chatbots are poised to become the next big technological innovation. This report examines the benefits and risks of chatbot technology and provides invaluable insights on how wealth managers can employ chatbots best: (more info on report)

  • In-depth profiling of the 44 most advanced and innovative chatbots in financial services
  • Valuable case studies and use cases of state-of-the-art bot applications in financial services
  • Creating the right chatbots for different audiences: existing customers, Millennials, seasoned investors, HNWIs
  • Eight chatbot B2B vendor profiles
  • PLUS: Comprehensive and easy-viewable data appendix containing thorough evaluations of each chatbot (spreadsheet)

4. Report: Big Data for Wealth Management

This report is the key resource to understand how to leverage the power of Big Data and provides wealth managers with a practical guide for the successful implementation of Big Data projects: (more info on report)

  • Status quo, trends and drivers in the use of Big Data by wealth managers
  • How to use Big Data for client acquisition and retention, improving advisor functionality, and compliance
  • Profiles of 30 leading vendors for Big Data solutions for wealth managers
  • A vendor suitability index to help choose the best vendor for your needs
  • PLUS: Vendor Data Appendix, Big Data Scorecard, Stats Primer, Key Insights Slide Deck

These reports go hand in hand and provide you with a 360-degree perspective on how wealth managers can take advantage of the newest technological innovations to reach and engage HNWI!

If purchased individually, the elements of the Complete Robo-Advisor Report Collection would cost USD 11,300:

  • Wealth Advisor Digitalization 2017: USD 2,800
  • Digital Account Aggregation in Wealth Management 2017: USD 2,800
  • Chatbots for Wealth Management and Banking: USD 2,900
  • Big Data for Wealth Management 2017: USD 2,800

With this special offer, you pay only 30% of that amount — just USD 3,400 for all four reports of this valuable research.

Each report includes a full corporate license, so you can use the report freely within your firm.