Jul 07, 2022

This research benchmarks digital client portals offered by 15 top wealth managers and private banks worldwide against the industry gold standard and examines how each portal stacks up against peers with a comprehensive profile of behind-the-login functionality.

During the pandemic period, wealth managers and private banks clearly saw the power of providing a personalized digital experience. Clients, too, have doubled down on their digital expectations during this period. This means that wealth management firms must offer the best digital client journeys possible. Our research benchmarks the digital portals offered to wealth clients by 15 top wealth managers and private banks worldwide. Our case selection covers firms from North America, Europe, and Asia, and we evaluate their offers against our proprietary benchmarking model and examine how each wealth manager stacks up against peers. As a Cutter member, the full report and related content are available to you.

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