2021 Call to Entry is Closed

WINNER!

THE WEB MARKETING ASSOCIATION IS PROUD TO PRESENT THIS 2020 MOBILEWEBAWARD FOR OUTSTANDING ACHIEVEMENT IN MOBILE DEVELOPMENT

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image of Goldman Sachs Private Wealth Management Wins 2020 Best Mobile Industry Mobile Application Mobile WebAward for Goldman Sachs PWM Mobile App

To: Goldman Sachs Private Wealth Management

For: Goldman Sachs PWM Mobile App

Award: Best Mobile Industry Mobile Application

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About the Entry



Ultra high net worth (UHNW) individuals have unique and complex financial needs. Goldman Sachs’ Private Wealth Management (PWM) is responding with an all-new mobile experience tailored to this client base.
Through several rounds of global end-user research, we found that our clients want assurances that their digital data is secure, easier ways to get portfolio highlights, and enhanced abilities to complete transactions on their own—all while feeling connected to their Goldman Sachs team.

The result: the GS PWM Mobile App. Our new app stands out from competitor products through unique features that understand the multi-layered, interconnected finances of wealthy families:
1. A relationship picker will allow clients to switch easily between views (their portfolios, intergenerationsl accounts, business accounts, etc.). 2. Unlike other apps, GS PWM Mobile will default to a grouped accounts view, to better serve clients that require the consolidated, multi-account perspective that their wealth usually requires. 3. A quick action button will put clients’ most frequently used tasks just one click away. 4. Advisors and their teams can easily customize and assist clients virtually.

The new app will also offer enhanced asset allocation visualizations, self-initiated internal and global external transfers, mobile check deposit, secure messaging, and transaction authentication.

 

Award Credits

Contributors:

Global COO of PWM:

Megan Taylor

Global Head of CWM:

Tucker York

Global Head of CWM:

Stephanie Cohen

Global Head of CWM Technology:

Irfan Hussain