Mobile Apps

Report: Mobile Apps For Wealth Management 2016

Wealth Managers Increasingly Offer Dedicated Apps to their Clients

Wealth managers have come to acknowledge the importance of mobile apps: More than 80 percent provide their clients with apps that cater exclusively and specifically to the needs of HNWIs. The share of exclusive apps for wealthy clients increased significantly compared to our last year’s survey. This is one of the key findings of our report for which we analyzed and ranked, in total, 60 mobile apps of 30 leading wealth managers worldwide. UBS, Credit Suisse and BNP Paribas top our overall ranking... more >

New Report: Banking on the Apple Watch

Banking on the Apple Watch: Time to Deliver Apps that Excite Clients

Despite the rapid market growth of smartwatches, and in particular the Apple Watch, the Apple Watch banking apps are not living up to their promises. This is a key finding in our report for which we analyzed and ranked the Apple Watch banking apps offered by 22 leading retail banks... more >

Report: Mobile Apps for Banking 2015

Banking apps are still failing to engage and attract customers, and in today’s fast-paced mobile technology environment, banks remain preoccupied with the provision of basic features. The winners of our 2015 ranking are DBS Bank (Singapore) and BNP Paribas (France). Runners up are ... more >

Event Presentation 03/2015

Our head of research, Steffen Binder, was recently invited to present our research on the impact of the mobile revolution for wealth management and private banking. We offer members of the MyPrivatebanking Research Community the main charts on the trends, usage numbers, best practices and conclusions for free. ... more >

Briefing 05/2015

The Apple Watch has been described as watch-like, but more of an extension to a phone. Will it evolve from this and will it play a leading role as part of a broader wearables trend thanks to Apple’s leading edge marketing?... more >

Global Survey of Mobile Disruption in Wealth Management 2014

Wealthy Shifting Financial Matters to Mobile Channels - Chinese HNWI Digital Winners Worldwide

More than 80% of the affluent/high-net-worth individuals worldwide use apps or mobile websites for financial matters. The Chinese are the most advanced users of mobile technology when it comes to their financial affairs. For instance, 96% of Chinese respondents are using mobile apps for financial transactions and information, whereas... more >

Report: Mobile Apps for Fund Management 2014

Only 10% of Fund Managers Worldwide Offer Mobile Apps

The vast majority of leading fund managers lack effective mobile apps strategies. This is one of the main finding of our new report "Mobile Apps for Fund Management 2014 - A critical channel to reach investors", which analyzes the mobile apps of 20 leading wealth managers worldwide and ranks Invesco, Franklin Templeton and Vanguard in the Top 3... more >

Report: Mobile Apps for Insurance 2012

Insurance Companies Miss Potential of Mobile Apps

Adoption of mobile apps in the insurance industry is still at a very early stage. For our new report we benchmarked a total of more than 100 apps offered by 30 leading insurance companies worldwide. The overall winner of the app ranking is the French AXA insurance group, followed by the AEGON group in second place and AVIVA in third. But less than 10% of global insurers have comprehensive app strategy ... more >