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Behind the Login of Wealth Managers Websites Report 2015

Wealth Management ‘Behind the Login’ - Decoding the Client Experience

Dec. 11, 2015

The Ultimate Report on Secure Client Websites in Wealth Management: Comprehensive, Data-Driven, Rigorous



This report tells you all you need to know for developing, optimizing and implementing secure wealth management websites and mobile apps, which are only accessible to clients, and which create maximum appeal to the demanding category of wealthy individuals. Our research team of technology and industry experts analyzed in detail the strengths and weaknesses of 15 client-only online and mobile presences of 12 leading global wealth managers, (see list below). The report provides a complete capability assessment and outlines recommendations for each functional area and for the wealth management industry as a whole.

                 >>Click here for Table of Contents, Executive Summary, Methodology <<

The report analyzes the secure websites and mobile apps based on a framework of over 60 criteria and grouped into 8 main categories of evaluation. The functional areas include banking and payments, trading, client experience and personalization, security and authentication. The report also includes a capability summary dedicated to each of the 12 banks evaluated. Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating secure desktop and mobile apps that will satisfy the needs of HNW/UHNW clients ‘Behind the Login’.

Wealth managers, private bankers, IT vendors and consultants will find answers to the following questions:

  • What features and functionalities should a bank’s wealth management secure website and mobile apps offer to satisfy the needs of HNW/UHNW clients?

  • What does this mean for core functions such as banking and payments, account maintenance and trading? How should these functions be combined with additional services such as portfolio analysis, advisory tools and research publications?

  • What are our observations of common capability and best practice from the 12 banks presences studied, and where are the gaps?

  • Which security and authentication measures are implemented for the login procedure? 

  • How can the client experience be enhanced through personalization, interactivity and communication?

  • How do client-only websites and mobile apps differ and how can they be integrated best?

  • What can be learned from the best practices among the websites that were analyzed? How can firms differentiate through their online offerings?

  • How will client demand and technology development shape the secure wealth management websites of the future? What can wealth managers do today to be ready for the evolving digital wealth experience?

Main Content:

  • Capability assessment and ranking of 15 client-only online and mobile presences of 12 wealth managers worldwide based on over 60 detailed criteria

  • 12 profiles of each wealth manager’s secure websites with screenshots, analysis and evaluation

  • 10 Essential Capabilities for Digital Wealth Management in 2016

  • How to cater for different wealth client segments 'behind the login'; the advisory vs. discretionary client experience

  • Trends and key findings in the evolving digital experience for wealth management clients ‘behind the login’.
  • Over 20 specific recommendations on how a winning client-only wealth manager’s desktop and mobile apps should look in terms of capabilities, design and usability

  • Comprehensive data appendix containing thorough evaluations of each wealth manager according to over 60 detailed criteria for secure online spaces (spreadsheet)

Analyzed Wealth Managers: 

Barclays, BNP Paribas, BNY Mellon, Citi Private Bank, Coutts, Credit Suisse, DBS, Merrill Lynch, Morgan Stanley, Société Générale, UBS, U.S. Trust




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