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Feb 01, 2018

This report explores the behavior, attitudes and preferences of HNWIs towards their wealth managers’ mobile apps across five key wealth management markets and outlines how wealth managers can successfully tailor their mobile offerings to these demanding client segments. The report is based on a panel survey across age, gender, and wealth segments in the US, the UK, France, Germany, and Switzerland - addressing the mobile needs and preferences of 1,000 affluent and high-net-worth individuals.

The analysis details the functions and features that are in strongest demand and determines how satisfied affluent and wealthy clients currently are with the mobile app offerings from their wealth managers. The results are segmented and analyzed overall and for different age groups and wealth segments. Further, the report offers a detailed analysis of the country findings for the US, the UK, France, Germany, and Switzerland.

Additionally, the report includes a gap analysis that examines how top ranked wealth managers’ apps (according to our latest ranking) respond to the expectations of the wealthy clients interviewed in the survey.

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