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Report Websites for Wealth Management 2016

Websites for Wealth Management - The Digital Divide between Wealth Managers Deepens

Sep. 06, 2016

The 7th Annual Report on Wealth Management Websites: Comprehensive, Data-Driven, Rigorous - incl. Mobile Websites!

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In 229 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 analyzed in detail the strengths and weaknesses of the private banking and wealth management desktop and mobile websites of 35 leading wealth managers worldwide (see analyzed wealth managers below). The report provides an assessment and recommendations for each website and for the wealth management industry as a whole. 

            >>> Click here for Summary, Top 5 Ranking, Table of Contents, Methodology

Based on 36 criteria for the desktop websites and 21 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 wealth manager. 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 new and existing wealthy clients. This report focuses on desktop and mobile websites; mobile apps, as another important channel, are covered in a separate report.

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 and mobile websites offered by the world’s Top 35 wealth managers?

  • How did 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 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?

  • Which wealth managers offer the best online journeys for new or prospective clients, and other major use cases for the website?    

  • 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?

  • What kinds of mobile-specific features should be integrated into mobile websites?

The report provides detailed data and analysis of the state and evolution of wealth managers' websites:

  • Benchmarking and ranking of the world’s Top 35 wealth managers' websites based on 36 detailed criteria for the desktop websites and 21 criteria for the mobile websites

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

  • 15 best practices of wealth management desktop websites and 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 35 pages containing thorough evaluations of each wealth manager according to 36 detailed criteria for the desktop websites and 21 criteria for the mobile websites (spreadsheet)


Analysed Wealth Management Websites (Desktop and Mobile): 

ABN AMRO 
Coutts J.P. Morgan UBS
ANZ Credit Suisse Julius Bär UniCredit
Bank of Singapore Danske Bank KBL Vontobel
Barclays
DBS Bank Lloyds Bank Wells Fargo
BNP Paribas Deutsche Bank Merrill Lynch Westpac
BNY Mellon EFG Bank Morgan Stanley  
Charles Schwab Goldman Sachs Pictet  
CIBC HSBC RBC  
Citi Private Bank
ING Société Générale  
Commerzbank Investec TD Bank  

   
 

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