Mobile Apps

Report: Mobile Apps for Wealth Management 2014

Wealth Managers Need Better Apps to Tap into Mobile High-Net-Worth Generation

The majority of wealth managers equip clients with mobile solutions that offer only basic functions with simple features and support. More advanced functions to cater for clients’ needs for investing and communication and for customer retention are still lacking. These are the key findings of our report, which benchmarks the mobile apps of 30 leading wealth managers worldwide and ranks DBS Bank, Citi Private Bank, BNP Paribas and Northern Trust in the Top 3... 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 Banking 2014

Little Progress in the Evolution of Mobile Apps for Banking

Only a small number of leading retail banks have made significant progress in their mobile app offerings since last year’s report. Most banks are stagnating, showing an incomplete app portfolio with limited integration into everyday business processes and still treating their mobile channel as a ‘nice-to-have. The winners of our 2014 ranking are DBS Bank and BNP Paribas. Runners up are UBS and Westpac.... more

Mobile Apps for Advisors

Mobile Apps for Advisors... more

Report: Mobile Apps for Financial Advisors 2014

Mobile solutions for financial advisors have made significant strides in the development of their revolutionary potential as an engine of change in wealth management industry. This is the main finding of the report “Mobile Apps for Financial Advisors 2014” by Swiss research company MyPrivateBanking Research, which analyzes the mobile solutions for financial advisors offered by 14 leading software vendors.... more

Free Sample Report

Get to know more about MyPrivateBanking-Reports by previewing a full report for free.This 2012 reports provides a sample of the format, methodology and content of our benchmarking reports. ... more

MyPrivateBanking Lunch Presentation in Zurich, Nov. 6th, 2013

On November 6th, MyPrivateBanking Research will host a lunch presentation on the best use of mobile apps to reach and engage wealthy clients. The reception and presentation will take place in Zurich, Switzerland. The event is free and you can register here... more

Report: Mobile Apps for Wealth Management 2013

Wealth Managers are making significant progress towards providing their wealthy clients with apps that equip them for a mobile world and yet there remain critical shortcomings in the range of mobile functions offered. These are key findings of the new report “Mobile Apps for Wealth Management 2013” for which MyPrivateBanking Research analysed and ranked, in total, more than 100 mobile apps of 30 leading wealth managers worldwide.... more

Report: Mobile Apps for Financial Advisors 2013

Mobile solutions for financial advisors to support client interaction and the potentially most rewarding developments in the wealth management sector. The MyPrivateBanking Research report analyses the mobile solutions for financial advisors offered by ten leading software vendors.... more

Apps lack functions to register and track claims

Mobile Apps of insurance companies fail at providing the most basic interactive functions for the user, such as features to ask for an offer/quote, register a claim and check the status of their claim. As a result the insurers forgo their mobile apps’ potential to support clients in their time of need as well as losing opportunites to win new clients.... 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

Mobile Apps Survey

Of the 10 most important features user expect of their banking mobile apps, for only three is provision by the banks adequate. This is a leading finding of a survey by MyPrivateBanking Research, in which we compared the features integrated into the mobile apps from world’s 50 top banks with the needs voiced by the users of banking apps. ... more

2011 Mobile Applications Report

The mobile applications of Deutsche Bank and the French bank Caisse d'Epargne come out as winners in a benchmarking of a total of almost 200 mobile apps, offered by the world´s top 50 banks. Scoring 40 points out of 60 with just a single app, Bank of China is the winner in the category of best standalone banking app. Surprisingly, only one US-based bank has made it into the Top10 of... more

MyPrivateBanking Survey

Wealth Managers Slow to Adopt Mobile Apps

New research by MyPrivateBanking Research finds that only half of the world’s 30 most important banks and wealth managers offer mobile applications for their clients. Even worse, only three providers (10%) go beyond applications related to online banking.... more