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Jan. 17, 2017
Report: Behind the Login of Wealth Managers Websites and Mobile Apps 2017

Many Wealth Managers' Websites and Mobile Apps Flounder Behind the Log-In

Report: Behind the Login of Wealth Managers Websites

Wealth managers’ secure websites and mobile apps that require a client log-in perform very well in the delivery of basic capabilities, but they lack in the state-of-the-art personalization and instant communication features that would make a real difference for high-net-worth clients.

This is the main result of the report Behind the Log-In of Wealth Managers’ Websites and Mobile Apps 2017 - Enticing the Wealthy to a Personalized Digital Space that illustrates and analyzes the state-of-the-art technology, features and digital offerings used for secured client solutions in wealth management worldwide. The detailed and systematic assessment of the client-only websites and mobile apps offered by 15 of the largest global wealth managers uncovers their strengths and weaknesses and identifies industry best practices in terms of functionality, content, and digital strategy. The summary of each wealth manager’s secure website includes screenshots, analysis and evaluation.

Overall it is an encouraging finding that the client-only wealth management platforms met our criteria for essential core features on average by 75%. All apps and web portals met the requirement for a comprehensive wealth overview, which included graphics and charts for picturing clients’ financial status, access to account statements and portfolio valuation reports. The report identifies the areas where client-only wealth management apps and online portals perform very well, but also highlights significant shortcomings in various fields detailed in the research. For instance, one of the most important avenues for addressing high-net-worth clients behind the log-in is offered by only 40% of the wealth managers.

While this reflects negatively on wealth managers’ ability to keep up with major technological trends, it is at the same time an area where leading wealth managers can set themselves apart. The report identifies the wealth managers that are offering truly outstanding apps and websites for their clients, as well as the leaders in the fields of innovation and communication options.

Meeting the expectations of increasingly demanding clients who expect highly personalized features and services is the biggest challenge in digital wealth management today. The report details three important dimensions for a well-designed wealth management solution – whether mobile app or website – behind the log-in.

Based on our analysis of client needs, the benchmarking of the current secure websites and mobile apps as displayed by 15 leading wealth managers, and an assessment of future trends, the report offers clear recommendations on how wealth managers can differentiate through their online offerings behind the log-in - illustrated by numerous best practices and case studies.


Analyzed Wealth Managers client-only websites/mobile apps: 
Barclays, BNP Paribas, BNY Mellon, Coutts, Credit Suisse, DBS, Investec, Julius Baer, Merrill Lynch, Northern Trust, Pictet, Société Générale, UBS, US Trust, Vontobel.

About the report:  The report “Behind the Log-In of Wealth Managers’ Websites and Mobile Apps 2017 - Enticing the Wealthy to a Personalized Digital Space” illustrates and analyzes the state-of-the-art technology, features and digital offerings used for secured client solutions in wealth management worldwide. The detailed and systematic assessment of the client-only websites and mobile apps offered by 15 of the largest global wealth managers uncovers their strengths and weaknesses and identifies industry best practices in terms of functionality, content, and digital strategy.


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Report: Behind the Login of Wealth Managers Websites and Mobile Apps 2017

Many Wealth Managers' Websites and Mobile Apps Flounder Behind the Log-In

  Jan. 17, 2017

Report: Behind the Login of Wealth Managers Websites

Wealth managers’ secure websites and mobile apps that require a client log-in perform very well in the delivery of basic capabilities, but they lack in the state-of-the-art personalization and instant communication features that would make a real difference for high-net-worth clients.

This is the main result of the report Behind the Log-In of Wealth Managers’ Websites and Mobile Apps 2017 - Enticing the Wealthy to a Personalized Digital Space that illustrates and analyzes the state-of-the-art technology, features and digital offerings used for secured client solutions in wealth management worldwide. The detailed and systematic assessment of the client-only websites and mobile apps offered by 15 of the largest global wealth managers uncovers their strengths and weaknesses and identifies industry best practices in terms of functionality, content, and digital strategy. The summary of each wealth manager’s secure website includes screenshots, analysis and evaluation.

Overall it is an encouraging finding that the client-only wealth management platforms met our criteria for essential core features on average by 75%. All apps and web portals met the requirement for a comprehensive wealth overview, which included graphics and charts for picturing clients’ financial status, access to account statements and portfolio valuation reports. The report identifies the areas where client-only wealth management apps and online portals perform very well, but also highlights significant shortcomings in various fields detailed in the research. For instance, one of the most important avenues for addressing high-net-worth clients behind the log-in is offered by only 40% of the wealth managers.

While this reflects negatively on wealth managers’ ability to keep up with major technological trends, it is at the same time an area where leading wealth managers can set themselves apart. The report identifies the wealth managers that are offering truly outstanding apps and websites for their clients, as well as the leaders in the fields of innovation and communication options.

Meeting the expectations of increasingly demanding clients who expect highly personalized features and services is the biggest challenge in digital wealth management today. The report details three important dimensions for a well-designed wealth management solution – whether mobile app or website – behind the log-in.

Based on our analysis of client needs, the benchmarking of the current secure websites and mobile apps as displayed by 15 leading wealth managers, and an assessment of future trends, the report offers clear recommendations on how wealth managers can differentiate through their online offerings behind the log-in - illustrated by numerous best practices and case studies.


Analyzed Wealth Managers client-only websites/mobile apps: 
Barclays, BNP Paribas, BNY Mellon, Coutts, Credit Suisse, DBS, Investec, Julius Baer, Merrill Lynch, Northern Trust, Pictet, Société Générale, UBS, US Trust, Vontobel.

About the report:  The report “Behind the Log-In of Wealth Managers’ Websites and Mobile Apps 2017 - Enticing the Wealthy to a Personalized Digital Space” illustrates and analyzes the state-of-the-art technology, features and digital offerings used for secured client solutions in wealth management worldwide. The detailed and systematic assessment of the client-only websites and mobile apps offered by 15 of the largest global wealth managers uncovers their strengths and weaknesses and identifies industry best practices in terms of functionality, content, and digital strategy.


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