Apple Watch and Banking Report

This rigorous and detailed report offers an extensive analysis of the current status as well as the future of banking apps offered for the Apple Watch. The report offers a detailed analysis of the strengths and weaknesses of the Apple Watch apps from 22 leading retail banks worldwide according to nine basic features in the fields of functionalities, features and design. The Apple Watch app products from these banks are ranked and 17 best practices are highlighted.... more

Benchmarking of Top35-Banks Mobile Apps

Banking apps are still failing to engage customers, and in today’s fast-paced mobile technology environment, banks remain preoccupied with the provision of core features. This 306-page report tells you all you need to know to develop, optimize and implement a winning banking app strategy. This 306-page report analysed the strengths and weaknesses of the mobile apps of the 35 largest retail banks worldwide in detail. In total more 111 mobile apps plus 19 Apple Watch apps were evaluated.... more

Benchmarking of Top30-Wealth Managers Mobile Apps 2015

Wealth managers have made little progress over the last year in offering their high-net-worth clientele exclusive mobile apps. Despite the fact that mobile devices are now more popular among high-net-worth individuals than PCs and notebooks. Our report analyzes in 250 pages in detail the strengths and weaknesses of the mobile apps of 30 leading wealth managers worldwide. Based on 53 criteria grouped into eight main categories of evaluation, the report benchmarks core features, security; strategy... more

Research Briefing 05/2015

The Apple Watch has been described as watch-like, but more of an extension to a phone. Will it play a leading role as part of a broader wearables trend thanks to Apple’s leading edge marketing? Will this be the start of wearable wealth management and a new era for mobile banking apps?... more

Digital Solutions for Financial Advisors and Wealth Managers

Wealth managers’ traditional model of providing financial advice is under attack by computers with increasingly cognitive abilities, but they can fend off these threats by applying the right technology. This rigorous and detailed 144-page report tells you all you need to know for assessing what an optimal digital and mobile solution for financial advisors should look like and what the strengths and weaknesses of the 15 software vendors are... more

Global Survey of Mobile Disruption in Wealth Management 2014

This in-depth 396-page report provides the data and analysis required to make the right decisions on how to best serve affluent and high-net-worth individuals in the US, Germany, France, the UK, and China with mobile and digital technologies. In addition, the report compares the requirements of the survey respondents to the reality of today’s banking apps.... more

Benchmarking of Top30 Wealth Managers Mobile Apps

Wealth managers do not tap sufficiently the potential to engage with clients, talk to clients, sell to clients and win new clients via their mobile touch points. Our report analyzes in 190 pages in detail the strengths and weaknesses of the mobile apps of 30 leading fund managers worldwide. Based on 47 criteria grouped into eight main categories of evaluation, the report benchmarks the availability of mobile apps; core functions for clients; security and privacy; support features... more

Benchmarking of Top20-Fund Management Mobile Apps

Seen in the light of the potential that mobile apps offer to investment fund companies, the small number of companies that have actually invested in apps for investors is truly surprising. Our report analyzes in158 pages in detail the strengths and weaknesses of the mobile apps of 20 leading fund managers worldwide. Based on 28 criteria grouped into nine main categories of evaluation, the report benchmarks the availability of information; support features for clients; communication;... more

Benchmarking of Top40-Banks Mobile Apps

After taking great strides in the development of their mobile banking products in preceding years, the majority of the banks’ app portfolios appear to have stagnated in this year’s review. Few banks managed to overhaul their apps or develop fresh mobile solutions, and numerous apps became outdated or simply vanished. This 295-page report evalautes in detail more than 170 mobile of 40 leading retail banks worldwide... more

Mobile Solutions Vendor Report 2014

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

Benchmarking of Top30-Wealth Managers Mobile Apps 2013

Wealth Managers are making significant progress towards providing their wealthy clients with apps that equip them for a mobile world and yet there remain critical shortcomings in the range of mobile functions offered. These are key findings of the new report “Mobile Apps for Wealth Management 2013” for which the Swiss research company MyPrivateBanking Research analysed and ranked, in total, more than 100 mobile apps of 30 leading wealth managers worldwide.... more

Benchmarking of Top50-Banks Mobile Apps

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 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

Benchmarking of Global Top 30 Insurance Firms' Mobile Apps

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

Top-20 Banks Social Media Presences in Banking and Wealth Management

The report analyzes in detail the strengths and weaknesses of the wealth management, retail banking and corporate/investor relation social media presences of the 20 leading banks worldwide. In total, almost 300 social media presences were evaluated. Using 77 criteria in total for each bank, with up to 27 criteria for each division, ... more

Top-30 Social Media Presences in Wealth Management

The banks Barclays, Coutts and Wells Fargo offer the best social media presences for their wealthy clients, but overall the quality of the social media activities by wealth managers did not improve noticeably over the course of the last year. For this report we analyzed the strengths and weaknesses of the social media presences of the 30 largest private banks and wealth managers worldwide. In total, almost 500 social media presences were evaluated. ... more

Top-30 Wealth Managers Social Media Benchmarking 2012

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

MyPrivateBanking Social Media Report (April 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

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

Report on Fund and Asset Management Websites of Top15 Fund Managers

The report analyzes in detail the strengths and weaknesses of desktop and mobile websites for individual investors of the 15 leading fund and asset management companies worldwide. It includes comprehensive profiles of each fund manager’s individual investor website, 15 best practices of fund management websites and recommendations on how a winning fund manager’s mobile and desktop websites should look ... more

Behind the Login of Wealth Managers Websites Report 2015

The report analyzes 15 client-only online and mobile presences of 12 leading global wealth managers on a framework of over 60 criteria and grouped into 8 main categories of evaluation. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating secure desktop and mobile apps that will satisfy the needs of HNW/UHNW clients ‘Behind the Login’.... more

Benchmarking of the Top40 Wealth Management Websites

Our 6th annual report analyzes in 330 pages in detail the strengths and weaknesses of the wealth management desktop and for the first time as well mobile websites of the 40 largest wealth managers worldwide. Based on 48 criteria for the desktop websites and 28 criteria for the mobile websites, the report benchmarks the user-friendliness, the quality of the content and the contact options and interactivity offered by the wealth management desktop and mobile websites of each institution.... more

Benchmarking of Top 40 Wealth Management Websites

Our 5th annual report analyzes in 267 pages in detail the strengths and weaknesses of the wealth management desktop and for the first time as well mobile websites of the 40 largest wealth managers worldwide. Based on 48 criteria for the desktop websites and 24 criteria for the mobile websites, the report benchmarks the user-friendliness, the quality of the content and the contact options and interactivity offered by the wealth management desktop and mobile websites of each institution...... more

Benchmarking of Top 50 Wealth Management Websites 2013

The new generation of clients uses the website of a wealth manager as the primary information source for starting any potential business relationship. Our 4th annual report analyzes in 251 pages in detail the strengths and weaknesses of the wealth management websites of the 50 largest wealth managers worldwide. Based on 54 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 Top35-Wealth Managers E-Publications 2013

Despite the current electronic publishing revolution, many wealth managers are not yet offering a balanced portfolio of publications (newsletters, client magazines, investment updates etc.) via electronic media. This 200-page report evaluates in total more than 300 e-publications of 35 leading wealth managers worldwide. It offers the analysis and recommendations required for developing, optimizing and implementing a winning e-publications strategy for high-net-worth clients. ... more

Benchmarking of Top 40 Private-Banking-Websites 2012

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 World`s Top 40 Private-Banking-Websites

The future of Private Banking and Wealth Management is increasingly tied to the Internet. This 170-page report analyzes in detail the strengths and weaknesses of the Private Banking websites of the 40 largest Private Banks and Wealth Managers worldwide. Based on this analysis the report derives best practices and gives in-depth recommendations for winning over affluent clients through the Internet.... more

Client Monitor Wealth Management (Germany)

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

Crowdfunding and Wealth Management Report 2015

The explosive growth of crowdfunding poses substantial opportunities and threats to wealth managers. This 159-page report explores, analyzes and profiles in-depth 14 crowdfunding platforms that are of strong relevance for the wealth management industry in the sectors of donation and reward-based crowdfunding, marketplace lending, P2B lending and equity crowdinvesting. Furthermore, the report offers an extensive analysis of the status and future of crowdfunding markets in wealth management... more

Research Briefing April 2015

Gamification has developed into an important tool for financial services firms to reach out to clients, prospects, job seekers, employees and other stake-holders. However, so far the wealth management industry has shown utmost caution in adopting this new digital approach and we have identified only a very limited number of cases. This brief encourages wealth management firms to use gamification as part of their digital strategy, it shows best practice cases and suggests strategic recommendation... more

Robo-Advisors Report 2015

The disruptive effects of robo-advisors and automated investment services to the traditional wealth management industry are on the rise. This 201-page report analyzes in detail the strengths and weaknesses of 19 individual robo-advisor companies according to 48 criteria. In addition, it evaluates six new automated services by established financial services companies and as well seven companies that are active as technology or platform providers. ... more

Robo-Advisors Report 2014

Even though robo-advisors are only just getting started as players in the wealth management industry, their presence is likely to be the cause of severe turbulence for traditional wealth managers. This 121-page report has identified 14 leading robo-advisors and analyzes in detail the strengths and weaknesses of each of them according to 48 criteria and rank their potential threat to conventional wealth management. It provides recommendations on how conventional wealth managers can benefit... more
Flash Reportsmore on Flash Reports

Flash Report (2016/1)

For more than 20 years authentication mechanisms in online banking and brokerage have essentially stayed the same while Internet and mobile technology in other areas has changed rapidly. Banking and brokerage clients are sick and tired of typing in complicated passwords or using arcane token technology to access their online or mobile banking platforms. This brief identifies five steps how to make authentication a highly positive user experience... more

Flash Report (2015/12)

Gamification has developed into an important tool for financial services firms to reach out to clients, prospects, job seekers, employees and other stake-holders. However, so far the wealth management industry has shown utmost caution in adopting this new digital approach and we have identified only a very limited number of cases. This brief encourages wealth management firms to use gamification as part of their digital strategy, it shows best practice cases and suggests strategic recommendation... more

Flash Report (2015/11)

Will the momentum being added with the Apple Watch will lead to a tipping point for users and the way they manage their finances and wealth with mobile technology. This brief looks at the potential of the Apple Watch to be useful for mobile banking and wealth management. It will also give a broader perspective on the use in the banking sector.... more

Flash Report (February 5, 2016)

Financial service providers, especially wealth managers, can no longer rely on the traditional business model of targeting high net worth clients with a high-touch and high-cost approach. Major demographical changes come with a new generation of investors. This flash report identifies the reasons why fund and wealth managers need to think about marketing automation and how wealth managers can increase the conversion capabilities of their websites.... more

Flash Report (February 2, 2016)

For more than 20 years authentication mechanisms in online banking and brokerage have essentially stayed the same while Internet and mobile technology in other areas has changed rapidly. Banking and brokerage clients are sick and tired of typing in complicated passwords or using arcane token technology to access their online or mobile banking platforms. This flash reports identifies five steps how to make authentication a highly positive user experience.... more

January 19, 2016

The report analyzes in detail the strengths and weaknesses of desktop and mobile websites for individual investors of the 15 leading fund and asset management companies worldwide. It includes comprehensive profiles of each fund managers' individual investor website, 15 best practices of fund management websites and recommendations on how a winning fund manager’s mobile and desktop websites should look.... more

December 14, 2015

This report analyzes 15 secure online and mobile presences of 12 wealth managers worldwide, which are only accessible to clients. The strengths and weaknesses are analyzed according to over 60 criteria and grouped into 8 main categories of evaluation such as banking and payments, trading, client experience and personalization, security and authentication. Furthermore, the report presents a framework on how wealth managers should improve their “behind the login” client experience.... more

December 1, 2015

This report offers an extensive analysis of the current status as well as the future of banking apps offered for the Apple Watch. The report offers a detailed analysis of the strengths and weaknesses of the Apple Watch apps from 22 leading retail banks worldwide according to nine basic features in the fields of functionalities, features and design. The Apple Watch app products from these banks are ranked and 17 best practices are highlighted.... more

October 28, 2015

This 159-page report explores more than 50 crowdfunding platforms that are of strong relevance to the wealth management industry because of their innovative and unique features and analzes and profiles 14 platforms in depth. The report details the strengths and weaknesses of these crowdfunding platforms in the sectors of donation and reward-based crowdfunding, marketplace lending, P2B lending and equity crowdinvesting. Relevant service providers and software vendors are analyzed as well.... more

October 20, 2015

This report analyzes and ranks in detail the mobile applications from the 35 leading retail banks worldwide. In total 111 mobile apps were assessed according to 56 criteria and grouped into 9 main categories of evaluation: availability of mobile apps; core functions for customers; innovative add-ons; security and privacy; content and features for marketing; contact options; technical features, strategy and navigation; and best practices. Furthermore 19 Apple Watch apps for banking are analyzed.... more