Research Reports

Benchmarking of Top50-Banks Mobile Apps

Mobile Apps for Banking 2013

The overall quality of mobile apps for banking is increasing but there is still a critical lack of more advanced, user-friendly features and content. This 270-page report analysed the strengths and weaknesses of the mobile apps of the 50 largest banks worldwide in detail. In total more than 200 mobile apps were evaluated. ... more

Mobile Solutions Vendor Report 2013

Mobile Apps for Financial Advisors and Wealth Managers

Mobile solutions for financial advisors to support client interaction and the advisory process will become one of the most industry-disruptive, but potentially most rewarding developments in the wealth management sector. This rigorous and detailed 95-page report tells you all you need to know for assessing what an optimal mobile solution for financial advisors should look like and what the strengths and weaknesses of the leading software vendors are. ... more

Top-30 Wealth Managers Social Media Benchmarking 2012

Social Media for Wealth Management

The leading private banks and wealth managers are getting better at deploying certain elements and platforms of social media but none of the wealth managers surveyed in our 2012 report has utilized the full potential of social media networks such as Facebook, Twitter, LinkedIn and their own websites for reaching out effectively to affluent users. This detailed, 160-page report tells you all you need to know for developing and implementing a winning social media strategy in wealth management. ... more

Benchmarking of Top 40 Private-Banking-Websites 2012

Wealth Management Websites That Win Clients

The new generation of clients uses the website of a wealth manager as the primary information source for starting any potential business relationship. This report analyzes in 220 pages in detail the strengths and weaknesses of the private banking and wealth management websites of the 40 largest wealth managers worldwide. Based on 55 criteria grouped into three main categories of evaluation, the report benchmarks the user-friendliness of the websites, the quality of the content and... more

Benchmarking of Global Top 30 Insurance Firms' Mobile Apps

Mobile Apps for Insurance 2012

The challenge of the mobile app revolution for insurance companies will be to offer, across multiple access channels, a platform that allows clients and others to make claims, get quotes, receive critical information plus advice and be entertained, wherever and whenever they wish. This reports analyzes in detail the strengths and weaknesses of the mobile apps of the 30 largest insurance companies worldwide. Overall, more than 70 insurance apps are analyzed in-depth ... more

MyPrivateBanking Social Media Report (April 2012)

Social Media in Banking 2012

Only a selected group of the world’s leading banks have finally grasped the opportunities of social media such as Facebook and Twitter to reach retail customers. As our research shows, more than two-thirds of the of leading banks worldwide still miss out on leveraging the new opportunities provided by social media. This report tells you all you need to know for developing, optimizing and implementing a winning social media strategy in banking within 233 pages... more

Benchmarking the Top-30 Banks Social Media Presence

Wealth Management and Social Media

Despite the immense growth of social media usage, the majority of leading banks and wealth managers have failed to discover the potential of social media and act on it. This detailed, 95-page report analyzes the strengths and weaknesses of the social media presence of the 30 largest Private Banks and Wealth Managers worldwide. Using 32 criteria, the social media activities of each bank are ranked, on the basis of an individual evaluation of each bank’s presence in Facebook, Twitter & Co.... more

Client Monitor Wealth Management (Germany)

Needs, Attitudes, Satisfaction Levels of Wealthy Private Clients

MyPrivateBanking Research’s Monitor monitoring of wealth management clients in Germany presents a thorough analysis of the needs and satisfaction levels among clients of the German wealth management market. 300 wealthy private clients with asset amounting to more than 250,000 euros and/or a yearly gross income of more than 150,000 euros were interviewed. The clients’ attitudes were analyzed extensively. Profiles of satisfaction levels, clients’ willingness to change banks.... more