Press Releases

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2014

17.09.2014

Asset Managed by Robo-Advisors will Skyrocket to $255 billion
Robo-Advisors Wealthfront, Personal Capital and Betterment Top Ranking

09.09.2014

Mobile Wealth Management Websites Trail Far Behind Desktop Web 
ABN AMRO, Société Générale, Coutts and Investec Top Ranking

12.06.2014 

Wealth Managers Need Better Apps to Tap Mobile HNWIs 
DBS, Citi Private Bank and BNP offer best mobile apps

22.05.2014

Only 10% of Fund Manager Worldwide offer Mobile Apps 
Invesco, Franklin Templeton and Vanguard offer best mobile apps

07.05.2014

Little Progress in the Evolution of Mobile Apps for Banking 
BNP Paribas, DBS Bank and UBS offer Best Mobile Apps


05.03.2014

Mobile Apps for Financial Advisors Revolutionizing Interaction with Clients 

 

2013 
 

02.12.2013
No Progress in Wealth Managers' Social Media Activities
Barclays, Coutts and Wells Fargo offer Best Presences

08.11.2013
Wealth Managers' Websites Getting Better
ABN AMRO, Barclays and Coutts Websites Top Ranking


03.09.2013

Wealth Managers' E-Publications Struggle to Reach Clients
UBS, Credit Suisse and Wells Fargo offer best newsletters, electronic magazines and digital access
 

04.07.2013
Too Few Mobile Apps Tailored for Wealth Management Clients 
Credit Suisse, Société Générale and ABN AMRO with best mobile app offerings for high net worth individuals


10.04.2013

Banking Apps - A Few Excellent, Majority Still Offerings Basics Only
DBS and Capital One offer the best mobile apps - Société Générale, Westpac and ABN Amro in Top 5

15.03.2013
Mobile Apps for Financial Advisors Gain Traction
Mobile Solutions Rapidly Becoming an Industry Disruptive Force, Improving Wealth Management Process Substantially


 

2012


28.11.2012

Wealth Managers Lacking Social Media Strategy
Individual presences getting better but only 20% of wealth managers have a systematic approach – Charles Schwab, Deutsche Bank and Coutts Top Ranking

21.11.2012
Insurance Mobile Apps No Help to Clients Then When They Really Need Them
Auto insurance apps score best - majority of all apps lack functions to register and track claims 

03.10.2012
Wealth Managers' Websites Still Don't Win Clients
ABN AMRO, UBS and RBC offer best sites – Majority of websites still miss crucial data and social media integration

05.09.2012

Insurance Companies Miss Potential of Mobile Apps
Less than 10% of global insurers have comprehensive app strategy – Axa, State Farm, Humana, Aegon top rankings

18.04.2012
Global Report: Most Retail Banks Struggle With Social Media
Just a handful of banks with cutting-edge social media presences – Citibank tops ranking

20.03.2012

Survey: Banking Apps Weak on Many Features Users Look For
Majority of Banks only offer basic features - Security big weakness

 

2011  


21.11.2011
Global Banks Offer Surprisingly Few Good Mobile Apps
Deutsche Bank, Caisse d´Epargne and Bank of China have the best mobile apps for private clients


06.07.2011

Private Investors should Avoid Internet IPOs
Same banks, business models and promises might lead to same, disasterous results
 

31.05.2011
Wealth Managers Slow to Adopt Mobile Apps
Half of the major Banks and Wealth Managers do not offer Mobile Applications


18.05.2011

Wealth Managers Shun Transparency
Only 22% of providers offer data on fees, 10% publish performance figures


06.04.2011

New Report: Majority of Private Websites Not User-friendly, Lacking Relevant Content
Best Private Banking Websites: UBS, Deutsche Bank, Merrill Lynch

 

2010


04.11.2010

Most Wealth Managers ignore Facebook, Twitter & Co.
Deutsche Bank, Crédit Agricole and BNP Paribas have the best social media presence 
 

04.03.2010

Privacy Vulnerable on Private Banking Websites  
60% of surveyed providers offer no secure website messaging on public websites 

2009


17.12.2009
Best Private Banking Websites: UBS, Deutsche Bank and Credit Suisse  
Majority of Wealth Managers showed shortcomings in their websites usuability, content and privacy.