Market Overview

2018 Ranking of Websites for Wealth Management: 21 Wealth Manager Based on 35 Criteria for the Desktop Websites and 9 Criteria for the Mobile Websites

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Dublin, Sept. 03, 2018 (GLOBE NEWSWIRE) -- The "Websites for Wealth Management - How to transform a static online presence into a digital dialogue" report has been added to ResearchAndMarkets.com's offering.

The report ranks the web presence (desktop and mobile) offered by each of the 21 wealth manager based on 35 criteria for the desktop websites and 9 criteria for the mobile websites. The evaluation examines user-friendliness, the quality of the content and the contact options, and interactivity offered by the wealth management desktop and mobile websites of each wealth manager. Based on this thorough, data-driven analysis, the report derives 15 best practices of wealth managers' websites and provides strategic and practical recommendations for creating desktop and mobile websites that can engage both new and existing wealthy clients.

Desktop isn't dead! With the push for mobile-first web presences, some wealth management desktop sites have been left to gather dust. Outdated content, static design, needlessly complex navigation and a lack of core features greatly reduces the usability of these sites. However, many clients still use these portals regularly-and a flexible, interactive, and dynamic website that builds dialogue between client and bank is a must.

This report tells you all you need to know for revamping an old, static site into a dynamic web presence that caters to the specific needs of wealthy individuals. Our research team of technology and industry experts analyzed, in detail, the strengths and weaknesses of the private banking and wealth management desktop and mobile websites of 21 leading wealth managers worldwide. The report provides an assessment of, and recommendations for, each website and for the wealth management industry as a whole.

The report provides THE detailed data and analysis required to transform static online presences into a digital dialogue by offering:

  • Benchmarking and ranking of the world's Top 21 wealth managers' websites based on 35 detailed criteria for the desktop websites and 9 criteria for the mobile websites
  • 21 comprehensive profiles of each wealth manager's websites with an in-depth analysis and recommendations for each wealth manager
  • 15 best practices of wealth management desktop websites and mobile websites in the areas of digital tools and services, client segmentation, services presentation and know-how transfer
  • Detailed exploration of the drivers of change affecting the overall strategy and how wealth managers can take advantage of new trends
  • Key strategies for personalization, transparency, interactivity and extensive contact options of wealth managers' desktop websites
  • Key strategies for responsiveness, seamless omnichannel experience and full operability of mobile websites
  • Recommendations on how a winning wealth manager's mobile and desktop websites should look

Key Topics Covered:

1.0 EXECUTIVE SUMMARY

2.0 RANKING 2018: WEBSITES FOR WEALTH MANAGEMENT

3.0 METHODOLOGY
3.1 Selection of websites
3.2 Evaluation procedure
3.3 Determining the criteria
3.4 Detailed criteria

4.0 DIGITAL STRATEGY - CATCHING UP OR GETTING AHEAD?
4.1 Digital trends in banking
4.2 Web design developments and trends
4.3 Outlook: Where is the wealth management website heading?
4.4 Key strategies for wealth management websites
4.5 Five key take-away points for creating a top-notch web-based wealth management strategy

5.0 SUMMARY OF FINDINGS: IMPROVEMENTS IN DESIGN MASK SUBSTANTIVE SHORTCOMINGS
5.1 Ranking wealth managers' desktop and mobile websites: 2016 versus 2018
5.2 2018 Desktop performance
5.3 2018 Mobile website performance
5.4 Conclusion: Remaining challenges in online digital experiences facing wealth managers

6.0 TOP 15 BEST PRACTICES
6.1 Digital tools and services
6.2 Client segmentation
6.3 Presentation of the institution and its services
6.4 Industry know-how and insight into the wealth segment

7.0 PROFILES
7.1 ABN AMRO
7.2 Barclays
7.3 BNP Paribas
7.4 Citi Private Bank
7.5 Credit Suisse
7.6 Deutsche Bank
7.7 DBS
7.8 HSBC
7.9 Investec
7.10 JP Morgan
7.11 Julius Baer
7.12 Merrill Lynch
7.13 Morgan Stanley
7.14 Nedbank
7.15 PICTET
7.16 RBC
7.17 Societe Generale
7.18 UBS
7.19 US Trust
7.20 Vontobel
7.21 Wells Fargo

8.0 RECOMMENDATIONS
8.1 Desktop websites
8.2 Mobile websites

For more information about this report visit https://www.researchandmarkets.com/research/jvf2rt/2018_ranking_of?w=12

CONTACT: ResearchAndMarkets.com
         Laura Wood, Senior Manager
         press@researchandmarkets.com
         For E.S.T Office Hours Call 1-917-300-0470
         For U.S./CAN Toll Free Call 1-800-526-8630
         For GMT Office Hours Call +353-1-416-8900
Related Topics: Wealth Management

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