Our main offerings are comprehensive reports on the best use of websites, social media and mobile apps in the financial services industry. All reports are  based on original research and written by a seasoned analyst team. Our clients benefit from our uncluttered focus and recognized experience in the impact of new, disruptive, customer-centric technologies on financial services companies. 

Each of our reports takes the user’s/customer’s standpoint and our research process starts with detailed interviews with users, observation of their mobile and online habits, and comprehensive surveys. From our user research we develop detailed evaluation criteria for benchmarking the quality of the websites, social media and mobile apps of financial services providers.

Based on the benchmarking analysis and its user-derived criteria our experienced analysts undertake thorough assessments of the online and mobile presences of financial services firms. Additionally, our reports show best practices, set benchmarks for the future and identify trends through  continuous technology scouting; talking to experts, vendors and early adopters.

Our reports make clear calls and give recommendations for the strategy and implementation of the websites, mobile solutions and social media of financial service firms.

Each of our reports has an extensive data appendix that details our findings. Any purchase of one of our reports comes with an optional one-hour phone Q&A session with the lead analyst and a corporate license for unrestricted use of the report throughout the purchaser's organization at no additional costs.

Please go here for a list of our latest research reports.

How HNWIs Use Banks’ Mobile Apps and...

Our panel survey profiles today’s behavior, attitud...

Agile Innovation in Wealth Management

In our most recent report Innovation for Wealth Man...