Research Reports

Research Report on How Digital Tools Support Financial and Wealth Management Advisors

Digital technology is contributing to a major shift in the role of financial advisors and their efficiency. This report analyzes the status, trends and drivers in the digitalization of wealth advisor function, presents case studies to show digitalization initiatives working out in practice and gives essential recommendations for wealth managers on how to take advantage of the technological opportunities to improve advisor efficiency and client satisfaction. ... more >

Research Report on How Wealth Managers can Reach Millennials and the Next Generation Clients with Digital Wealth Management

There is general inadequacy in the digital offers provided by wealth managers to members of the millennial generation that come from an affluent or high-net-worth background. The report identifies five different segments of wealthy millennials and details the needs, preferences and expectations with respect to their wealth managers’ offline and online offerings. In addition, the report presents case studies of wealth managers’ current offerings tailored to the millennial generation and gives ess... more >

Research Report on Secure, Client-only Wealth Management Websites and Mobile Apps

The report analyses in detail the strengths and weaknesses of the client-only online and mobile presences of 15 leading global wealth managers worldwide. The detailed and systematic assessment of the websites and mobile apps "behind the log-in" uncovers their strengths and weaknesses and identifies industry best practices in terms of functionality, content, and digital strategy. ... more >
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