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Dec. 14, 2009
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Benchmarking of World`s Top 20 Private-Banking-Websites
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How Wealth Managers Can Win Clients Online

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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 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, most of them are not prepared for change yet.

This 110-page report analyzes in detail the strengths and weaknesses of the Private Banking websites of the 20 largest Private Banks and Wealth Managers worldwide. Based on 47 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 and interactivity offered by each bank. Based on this analysis the report derives best practices and gives in-depth recommendations for winning over affluent clients through the Internet. In addition, the report also provides directions to the interactive future of bank marketing on the Web 2.0.    
                      >>Click here for Table of Contents, Methodology, Executive Summary<<

The report gives wealth managers answers to the following questions:

  • What should your website offer to attract clients?
  • What can be learned from the best/worst practices of the Private Banking websites that were analyzed?
     
  • What content should your website have to catch the attention of the affluent visitor?
     
  • How can you ensure that your potential client can contact you easily?
     
  • What is the right strategy for the optimal use of social networks like Facebook or LinkedIn?


Main Content:

  • Benchmarking and ranking of the world´s Top 20 Private Banking Websites based on 47 criteria
  • In-depth analysis of each website and specific recommendations
     
  • Best Practices in navigation, content and interactivity
     
  • Recommendations for what a wealth manager’s website should look like
     
  • Case Studies of banks that use social networks like Facebook and Twitter
     
  • Detailed Appendix to the Private Banking Website Analysis


Analysed Private Banking Websites:

ABN AMRO, Barclays, BNP Paribas, Citibank, Crédit Agricole, Credit Suisse, Deutsche Bank, Goldman Sachs, HSBC, Julius Bär, Lombard Odier, Merrill Lynch, Morgan Stanley, Pictet, RBS Coutts, Rothschild, Sal. Oppenheim, Santander, Société Générale, UBS

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