A new look at market intelligenceServicing Clients on iPad & Tablet Apps:BDI Social & Mobile Financial Communications Conf...
Agenda Corporate Insight’s mobile research Developments in iPad design Alternative devices     Android tablets     Ki...
About Corporate Insight Competitive intelligence firm serving the  financial services industry Industry-wide mobile cove...
iPad launches tablet computing…                                  4
…and will continue to define the space going forward                                                       5
E*TRADE first to market; other brokerages follow       2010               2011                2012                        ...
Capabilities generally follow iPhone                iPhone vs. iPad Apps Key Capabilities     10      5      0            ...
Early modular designs adapt iPhone screens                       E*TRADE Research View                                    ...
B of A & Citi use space for innovative visualizations           Bank of America Calendar                                  ...
Brokerages warm up to new account & research views                    Fidelity Accounts & Market Overview   10
Tablets can also support enhanced charts Full screen Upper and lower technical indicators Comparisons                  ...
Help guides to get the most out of apps                                     American Express Guide        Merrill Lynch Us...
Other tablets trail the iPad, but set to grow… Competitors such as Samsung and Amazon                                    ...
Bank & card firms first on Android tablet                                            14
Citi treats the Kindle Fire as a tablet                                          15
Summary: Best Practices At least maintain iPhone services Add data visualizations Strengthen market overviews and chart...
Thank You!             Dan Wiegand             Senior Analyst, Consulting & Mobile Research             dwiegand@corporate...
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Servicing Clients on iPad & Tablet Apps. - BDI 5/17/12 Social & Mobile Financial Services Communications: Case Studies and Roundtables

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Case Study: Servicing Clients on iPad & Tablet Apps.
Presented by: Dan Wiegand, Senior Analyst, Consulting Services, Head, Mobile Research, Corporate Insight
The iPad and other tablet computers have been rapidly gaining popularity, and financial services firms are hard at work developing apps to service their clients and present themselves in the best possible light on those devices. This presentation will draw on Corporate Insight’s latest Mobile Monitor research to visit some best practices from client-facing apps for the iPad as well as Android-powered tablets such as the Kindle Fire.

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Servicing Clients on iPad & Tablet Apps. - BDI 5/17/12 Social & Mobile Financial Services Communications: Case Studies and Roundtables

  1. 1. A new look at market intelligenceServicing Clients on iPad & Tablet Apps:BDI Social & Mobile Financial Communications ConferenceDaniel 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. Thank You! Dan Wiegand Senior Analyst, Consulting & Mobile Research dwiegand@corporateinsight.com (212) 832-2002 x.118 17

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