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Benchmarking of Top 40 Wealth Management Websites

Websites for Wealth Management 2014 - Desktop and Mobile Sites: A Winning Combination

Sep. 08, 2014

The 5th Annual Report on Wealth Management Websites: Comprehensive, Data-Driven, Rigorous - First time incl. Mobile Websites!

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The future of Private Banking and Wealth Management is increasingly tied to the Internet. The new generation of clients uses the desktop and mobile websites of a wealth manager as the primary information source for starting any potential business relationship. These are radically new demands for the vast majority of wealth managers. This year’s benchmarking study shows that the global leaders in wealth management and private banking are on the right track with their desktop websites. However, their mobile websites, being largely neglected, represent a major weakness in the overall digital strategy of these firms.

In 267 pages, this report tells you all you need to know for developing, optimizing and implementing wealth management desktop and mobile websites with maximum appeal to the demanding category of wealthy individuals. Our research team of technology and industry experts analysed in detail the strengths and weaknesses of the private banking and wealth management desktop and mobile websites of the 40 largest wealth managers worldwide (See analysed wealth management websites below). The report provides an assessment and recommendations for each of them and the wealth management industry as a whole. This report focuses on desktop and mobile websites; mobile apps, as another important channel, are covered in a separate report.

 >>Click here for Table of Contents, Methodology, Executive Summary<< 

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. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating desktop and mobile websites that can engage both existing and new wealthy clients.

Wealth managers, private bankers, IT vendors and consultants will find answers to the following questions:

  • What are the positive and negative characteristics of the private banking mobile and desktop websites offered by the world’s Top 40 wealth managers?

  • How did the wealth managers’ desktop websites improve compared to last year’s benchmarking and which areas still require substantial development?

  • Who is already addressing mobile users and what are the major common features and differences among these mobile websites?

  • What navigation, content and interactivity should a bank’s wealth management desktop and mobile websites incorporate to catch the attention and satisfy the needs of both clients and non-clients?

  • What is the value of having interactive tools, apps and social media integrated into mobile and desktop websites?

  • What can be learned from the mobile and desktop best practices identified among the private banking websites that were analyzed?

  • How should social networks such as Facebook, Twitter, LinkedIn and YouTube be integrated into a private banking website to attract both desktop and mobile users?

Main Content:

  • Benchmarking and ranking of the world’s Top 40 wealth management websites based on 48 detailed criteria for the desktop websites and 24 criteria for the mobile websites

  • 40 comprehensive profiles of each wealth manager’s websites with an in-depth analysis and recommendations for each wealth manager

  • 10 best practices of wealth management desktop websites and 5 best practices of mobile websites in the areas of navigation and structure, content and interactivity and social media

  • Recommendations on how a winning wealth manager’s mobile and desktop websites should look

  • Recommendations on how wealth managers should integrate their different digital channels to follow a truly holistic strategy

  • Comprehensive data appendix of 40 pages containing thorough evaluations of each wealth manager according to 48 detailed criteria for the desktop websites and 24 criteria for the mobile websites (spreadsheet)


Analysed Wealth Management Websites: 

  ABN AMRO Citibank Investec Pictet
  ANZ Commerzbank JP Morgan RBC
  Barclays Coutts Julius Baer Santander
  BBVA Crédit Agricole KBL Société Générale
  Bessemer Credit Suisse Lloyds Banking Group Standard Chartered
  BMO Private Bank DBS Lombard Odier UBP
  BNP Paribas Deutsche Bank Macquarie UBS
  BNY Mellon Goldman Sachs Merrill Lynch Vontobel
  Charles Schwab HSBC Morgan Stanley Wells Fargo
  CIBC ING Northern Trust Westpac

 

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