Servicing Clients on iPad and Tablet Apps

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Presentation by Corporate Insight’s Daniel Wiegand examining the innovative new ways that financial services firms are using iPad and other tablet apps to improve the client experience.

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Servicing Clients on iPad and Tablet Apps

  1. 1. A new look at market intelligenceServicing Clients on iPad & Tablet AppsDaniel J. WiegandSenior Analyst – Consulting & Mobile ResearchMay 17, 2012 1
  2. 2. Agenda Corporate Insight’s mobile research Developments in iPad design Alternative devices  Android tablets  Kindle Fire 2
  3. 3. About Corporate Insight Competitive intelligence firm serving the financial services industry Industry-wide mobile coverage since 2011  Money on the Move: Mobile Finance Review 2011 – published June 15, 2011  Mobile Monitor – January 2012-present 3
  4. 4. iPad launches tablet computing… 4
  5. 5. …and will continue to define the space going forward 5
  6. 6. E*TRADE first to market; other brokerages follow 2010 2011 2012 6
  7. 7. Capabilities generally follow iPhone iPhone vs. iPad Apps Key Capabilities 10 5 0 iPhone apps iPad apps 7
  8. 8. Early modular designs adapt iPhone screens E*TRADE Research View 8
  9. 9. B of A & Citi use space for innovative visualizations Bank of America Calendar Citi Overview 9
  10. 10. Brokerages warm up to new account & research views Fidelity Accounts & Market Overview 10
  11. 11. Tablets can also support enhanced charts Full screen Upper and lower technical indicators Comparisons 11 Fidelity Chart
  12. 12. Help guides to get the most out of apps American Express Guide Merrill Lynch User Guide 12
  13. 13. Other tablets trail the iPad, but set to grow… Competitors such as Samsung and Amazon 13
  14. 14. Bank & card firms first on Android tablet 14
  15. 15. Citi treats the Kindle Fire as a tablet 15
  16. 16. Summary: Best Practices At least maintain iPhone services Add data visualizations Strengthen market overviews and charting Provide help guides Think about developing for additional tablets 16
  17. 17. Connect With Corporate Insight Contact Us Dan Wiegand Senior Analyst, Consulting Services 212-832-2002 x-118 dwiegand@corporateinsight.com Follow Us Corporate Insight Blog Twitter - @CInsight LinkedIn Facebook 17

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