Webinar Slides: How Mobile is Reshaping Financial Advice

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The surging popularity of mobile applications on smartphones and tablets is transforming how investors consume financial information. This technological transformation is already impacting traditional client/advisor communications, but debate rages—just like it did in the late 90’s with the advent of the web--about how significant the impact will be and where the transformation will lead us.

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Webinar Slides: How Mobile is Reshaping Financial Advice

  1. 1. THANK YOU FOR JOINING OUR WEBINARHOW MOBILE ISRESHAPING FINANCIAL ADVICETHURSDAY, JULY 12, 201212:00 – 12:45PM ESTPRESENTED BY XIGNITE www.xignite.com – San Mateo, California – Copyright © 2011. All Rights Reserved
  2. 2. AGENDA  Quick Overview of Industry Trends with TABB Group’s Paul Rowady  Panel Discussion: How Mobile is Reshaping Financial Advice Q & Axignite 2
  3. 3. PAUL ROWADY Senior Analyst TABB Group • 20 years of capital markets experience • Former Managing Director at Alphacution, focused on the design of market intelligence and data management systemsxignite 3
  4. 4. Mobile Capabilities: Reshaping Financial Advice E. Paul Rowady, Jr. Senior Analyst TABB GroupXignite Webinar July 2012
  5. 5. Growth in tablet usage has only just begun… Source: Mac Observer, Gartner
  6. 6. Dominance of iOS (Apple) will remain, butdiminish over the next 3-5 years… Source: Mac Observer, Gartner
  7. 7. Smartphone ownership is now more common than astandard cell phone or no cell phones in the US Changes in Smartphone Ownership, 2011-2012 (U.S.) 46% 48% 41% 35% 17% 12% Smartphone Feature Phone No Cell PhoneSource: Business Insider, Pew Research Center May-11 Feb-12 7
  8. 8. And yet on a global basis, there is still a significant growth opportunity Global Smartphone vs. Dumbphone Subscribers, 2011E (Billions of Users) 5.6 0.835 Smartphone Users Dumbphone UsersSource: Business Insider, Mary Meeker, Kleiner Perkins, Morgan Stanley Research 8
  9. 9. App downloads are growing at a CAGR of 281% Global Mobile Application Downloads, 2009 to 2011e (Billions) 29 CAGR 281% 9 2 2009 2010 2011eSource: ABI Research 9
  10. 10. Monthly app downloads are expected to reach 6billion by 2013…
  11. 11. What are financial firms doing with mobiledevices Market data Research / investment ideas Client reporting Trading apps / basic order mgmt (OMS) Sales force automation Management dashboards Board packs / financial packs 11
  12. 12. The communications toolkit has changed forever:Desktop + tablet + smart-phone Moreover, and with some exceptions, this new toolkit is Desktop ubiquitous across Desktop institutional and Desktop personal domains Tablet Smart Phone
  13. 13. Financial advice can be customized, interactiveand real-time with the new toolkit… Real-Time / Interactive Static Communications Communications Tablet Research Report Client Report Graphics Content Content Content Content Chart Content Chart Content Graphics Content Chart Content Chart Content Content Smartphone Graphics
  14. 14. The institutional market is already heading in this direction, usingmobile to enhance relationships, solidify competitive advantage, drivecontent and capability…
  15. 15. Advantages and drivers for evolutionof financial advice.. ▲Mobility solutions for professionals and retail investors: interactive marketing collateral in the field (retail and institutional); empowering financial advisors with interactive information and collateral. ▲Self-empowered: Monitoring real-time information flows away from the desk. (Sitting with tablet while watching Cramer!) ▲Operational efficiencies: using mobile devices to receivealerts on important client outreach; support “hybrid models for onboarding and client servicing. ▲Improved information distribution and relevance: customization!
  16. 16. AGENDA  Quick Overview of Industry Trends with TABB Group’s Paul Rowady  Panel Discussion: How Mobile is Reshaping Financial Advice Q&Axignite 16
  17. 17. STEPHANE DUBOIS Founder & CEO Xignite • Industry innovator, champion of the market data cloud • Xignite launched first market data APIs in 2002 • Former VP of Product Management at Advent Softwarexignite 17
  18. 18. JIM DEL FAVERO VP of Software Product Management Personal Capital • Voice of the customer • Two decades with Intuit, and 17 years working on Quicken • Ten patents covering finance tools, data based targeting, and automated analysisxignite 18
  19. 19. MIKE GOLASZEWSKI Head of Product Development Black Diamond • 27 years of technology experience, with 19 in financial services • Former CTO of Pershing Advisor Solutions • Former Managing Director of Charles Schwab, heading up Schwab Advisor Centerxignite 19
  20. 20. 5 THEMES TO EXPLORE Interaction How is mobile reshaping client-advisor meetings and sales presentations? Operations How is mobile impacting the priorities of the firm’s operations? Relationship How is mobile affecting the nature of the client-advisor relationship? Competition How is mobile affecting the nature and balance of competition? Market How is mobile impacting the market structure in the short and long term?xignite 20
  21. 21. 5 THEMES TO EXPLORE - INTERACTION • How is mobile reshaping client-advisor meetings and sales presentations? • Is mobile confined to one-way interactions, or has it matured to two-way interactions? (ie – read-only vs. interactive)xignite 21
  22. 22. 5 THEMES TO EXPLORE - OPERATIONS • How is mobile impacting the priorities of the firm’s operations? • Does mobile enhance new “hybrid” operating models? (combined human and technical offerings)xignite 22
  23. 23. 5 THEMES TO EXPLORE - RELATIONSHIP  How is mobile affecting the nature of the client-advisor relationship?  Does the sense of being more easily connected with advisors enhance the overall relationship?xignite 23
  24. 24. 5 THEMES TO EXPLORE - COMPETITION • Does demonstrating innovation through mobile apps, translate into incremental brand value (vs. competition)? • Has mobile become a competitive necessity already? Do clients expect mobile capabilities from leading firms?xignite 24
  25. 25. 5 THEMES TO EXPLORE - MARKET • How is mobile impacting the market structure in the short and long term? • With more frequent information updates and digestion using mobile devices, do investors engage in more time- sensitive investment strategies?xignite 25
  26. 26. Q&APlease submit your questions via the GoToMeeting interfaceFor more information:Xignite – xignite.comPersonal Capital – personalcapital.comBlack Diamond – blackdiamondreporting.com www.xignite.com – San Mateo, California – Copyright © 2011. All Rights Reserved

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