Advisory

MyPrivateBanking Research is an independent research firm. We focus our research with consistent accuracy on digital, mobile and social media in the financial sector and are best positioned to support banks, wealth managers, insurance companies and other financial services providers in navigating successfully through this complex environment. 

In addition to our reports we offer clients our comprehensive and in-depth knowledge on mobile and social media in the finance industry in a range of other services:

Customized Research Projects:
In individual, bespoke, confidential studies commissioned by our clients we apply the same in-depth and thorough approach and methods used in our industry-wide, comparative reports. These individual reports are customized to the specific research needs required by  the bank, wealth manager, insurance company or other financial service company.

Vendor Analysis:
For clients looking for a technology partner, we support their vendor selection by an independent and thorough assessment of the strengths and weaknesses of technology suppliers  and the fit of their offerings with the existing technological infrastructure, business needs and regulatory requirements of the client.

Advisory Calls, Workshops and Presentations:
We present our research results in person in customized telephone-conferences, in workshops or presentations. In cooperation with the client we follow a pre-determined agenda to ensure we meet the specific needs of the client.

Speeches:
For a broader audience within companies or at events we offer speeches presenting our research on the use of online, social and mobile media in the financial services industry, customized for the needs and interests of the group being addressed. For an example, please check the presentation on the significance of mobile apps for wealth management which we gave at the Private Banking Summit in Zurich 2012. 

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