The 4th Annual Report on Wealth Management and Private Banking Websites: Comprehensive, Data-Driven, Rigorous
The future of Private Banking and Wealth Management is increasingly tied to the Internet. The new generation of clients uses the website of a wealth manager as the primary information source for starting any potential business relationship. New social networks are employed by clients to gather information and opinions about their wealth adviser. These are radically new demands for the vast majority of wealth managers. As our research shows their are encouraging signs of positive development in wealth manager websites, there are still important areas where site visitors’ requirements are not being catered for adequately.
This report tells you in 251 pages all you need to know for developing, optimizing and implementing a wealth managment and private banking website with maximum appeal to the demanding group of wealthy individuals. Our research team of technology and industry experts analyzed in detail the strengths and weaknesses of the private banking and wealth management websites of the 50 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.
>>Click here for Table of Contents, Methodology, Executive Summary<<
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 the contact options together with the interactivity and social media integration offered by each bank. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating websites that can engage both existing and new wealthy clients.
The report gives wealth managers, private bankers, IT vendors and consultants answers to the following questions:
Analysed Wealth Management Websites:
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