MobileWealth

Connectivity

Globally, mobile and web-based applications are a necessity, not a luxury. Private banking is, by definition, about the connection between the advisor and the client and about the different types and levels of service and customized solutions that private banks and other firms can provide.

HNW clients have limited time and travel extensively. With mobile and web-based applications, we can take the experience to the client, rather than making the client come to the office.

Mobile apps and web-based platforms can and should be an essential part of an integrated digital private banking strategy. Digital solutions will not replace the private banker but will supplement him or her in building relationships and expanding service offerings.

We believe that mobile apps, as part of such digital solutions, are no longer an option for; instead, they will be the gateway to hybrid advice and a key element of digital wealth management suites, ultimately becoming the main tool for client interaction.