Wealth & Asset Management: Improving Conversion on Financial Services Sites

Converting prospects into customers online has never been more important for financial services brands. While CMOs continue to allocate budget to websites, wealth and asset management sites still lack important features that can help improve conversion. This report analyzes best practices and missed opportunities for site conversion from brands in Gartner’s “Digital IQ Index, Wealth and Asset Management, U.S. 2019,” which gauged the digital competence of 75 brands across wealth management, asset management, wealthtech and private banking. For many of these brands, the tools for successful site conversion already exist in some capacity but need to be fully developed or strategically promoted.