This report tells you all you need to know for developing, optimizing and implementing a winning app strategy for high-net-worth clients, in more than 200 pages. Our research team of technology and wealth management experts analyzed the strengths and weaknesses of the mobile apps of the 30 leading wealth managers worldwide in detail (see the wealth managers analyzed below). In total, more than 100 mobile apps were evaluated. The report provides an assessment and recommendations for the mobile app portfolios of each wealth manager and for the wealth management industry as a whole.
The report benchmarks the mobile apps offered by each wealth manager based on 42 criteria grouped into 10 main categories of evaluation: availability of mobile apps; core functions; support features; content for marketing; means of communication; integration with other online media; user-friendliness, security, best practices and strategy. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating mobile apps that can engage both existing and new wealthy clients.
The report gives wealth managers, IT providers, smartphone companies and consultants answers to the following questions:
Which wealth managers are at the forefront of mobile apps in wealth management, who are the laggards?
What are the characteristics, positive and negative, of the mobile apps offered by the worlds Top 30-wealth managers?
What content, functionality and security measures should a mobile app have to catch the attention and satisfy the needs of high net worth individuals?
What can be learned from the best practices among the mobile apps that were analyzed?
How can you ensure that a mobile apps stands out from those of your competitors?
In the wealth management sector, how is the market for mobile apps developing and what future needs will clients have?
Benchmarking and ranking of the mobile applications of the world´s Top 30 wealth managers based on 42 criteria
30 comprehensive profiles of the world’s wealth managers’ app strategies and app portfolios including recommendations for each wealth manager
16 Best Practices for following features: Support features; contact features; content; effective product presentation; integration with other meida; innovative approaches
Recommendations on how a winning wealth manager´s mobile applications strategy should look
Data-appendix of 30 pages containing detailed evaluations by wealth manager according to 42 criteria