The 2012 Report on Private Banking and Wealth Management 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, most of them are not prepared for change yet.
This report tells you in 220 pages all you need to know for developing, optimizing and implementing a 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 40 largest private banks and wealth managers worldwide (See analysed private banking 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 55 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 as well as interactivity and social media integration offered by each bank. Building on this analysis the report derives best practices and gives in-depth recommendations for winning over and keeping affluent clients through the Internet. In addition, the report also provides directions to the interactive future of bank marketing on Web 2.0.
The report gives wealth managers, private bankers, IT vendors and consultants answers to the following questions:
Analysed Private Banking Websites: