infographic - do hnwis really want online servicing?

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Do HNWIs Really Want Online Servicing? Relationship Managers typically meet fewer than 1/3 of HNW clients in person each month Online servicing keeps clients engaged and informed between meetings % of banking customers using online banking, by age 3 Your current and future customers are already accessing bank accounts via the Internet BY 2015 90% of customers worldwide are likely to be using online banking 4 H O U R S P E R W E E K 3 . 5 A r e s p e n t by H N W I s u s i n g s e c u r e w e b p o r t a l s 1 Clients who use their wealth manager’s website with the most frequency report the highest level of client loyalty 2 CEB TowerGroup Dynamic, interactive online portals increase client interaction and engagement by allowing the client easy, on-demand access to their reports and data 2 CEB TowerGroup o f t h e 2 . 4 b i l l i o n g l o b a l i n t e r n e t u s e r s a r e o n l i n e d a i l y 7 70% 55% 76% 62% 50% 43% 23% 16-24 25-34 35-44 45-54 55-64 65+ Source: 1 Scorpio Partnership FutureWealth Report 2012-2013 2 CEB TowerGroup, Wealth Management Client Reporting Technology Analysis, 2012 3 Office for National Statistics, Opinions & Lifestyle Survey, 2013 4 Forrester, Ten North American Retail Banking eBusiness And Channel Strategy Trends to Watch in 2012 5 Capgemini, Trends in Retail Banking Channels: Meeting Changing Client Preferences, 2013 6 Capgemini World Wealth Report, 2013 7 www.internetworldstats.com, May 2013 Partner Network 44.5% of HNWIs want 24/7 access to investment portfolios 6 Customers across all segments expect highly personalised, convenient and reliable service, along with 24/7 accessibility 5 Capgemini 41% 67% HNWIs own multiple devices 83% % that own each device type 1 www.equiposgroup.com

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Do HNWIs Really Want Online Servicing? Relationship Managers

typically meet fewer than

1/3 of HNW clients

in person each month

Online servicing keeps clients engaged and

informed between meetings

% of banking customers using online banking, by age3

Your current and future customers are already accessing bank accounts via the Internet

BY 2015

90% of customers worldwide are likely to be using online banking4

HOURS PER WEEK

3.5

Are spent by HNWIs using secure w

eb p

orta

ls1

Clients who use their wealth manager’s website with the most

frequency report the highest level of

client loyalty2

CEB TowerGroup

Dynamic, interactive

online portals increase client interaction and

engagement by allowing the client easy, on-demand access

to their reports and data2

CEB TowerGroup

of th

e 2.

4 billio

n global internet users are online daily7

70%

55% 76% 62% 50% 43% 23%16-24 25-34 35-44 45-54 55-64 65+

Source: 1 Scorpio Partnership FutureWealth Report 2012-2013 2 CEB TowerGroup, Wealth Management Client Reporting Technology Analysis, 2012 3 Office for National Statistics, Opinions & Lifestyle Survey, 2013 4 Forrester, Ten North American Retail Banking eBusiness And Channel Strategy Trends to Watch in 2012 5 Capgemini, Trends in Retail Banking Channels: Meeting Changing Client Preferences, 2013 6 Capgemini World Wealth Report, 2013 7 www.internetworldstats.com, May 2013

Partner Network

44.5% of HNWIs want

24/7access to investment

portfolios6

Customers across all segments expect highly personalised,

convenient and reliable service, along with 24/7 accessibility5

Capgemini

41%67%

HNWIs own multiple devices

83%

% that own each device type1

www.equiposgroup.com