In this study, Corporate Insight's User Research team examined some of the brokerage industry’s most popular mobile apps. CI conducted small-scale usability tests on iPhone apps offered by Charles Schwab, E*TRADE, Fidelity, and Merrill Lynch focusing on design and core features like trade order entry and stock quotes. This slide deck shares the key findings from our mobile usability testing results and also offers advice for financial services firms looking to optimize the mobile user experience on their apps.
The 2013 Mobile Finance Trends and Innovations slide deck highlights the most interesting and important mobile finance trends from the first half of 2013. It draws on research from CI’s Mobile Monitor service and our ongoing tracking of the mobile finance space. The slide deck also includes commentary on relevant mobile developments outside of the financial services industry, key takeaways for financial services firms and thoughts on what’s next for mobile finance.
Annuity and Life Insurance Product Update - Q2 2013Corporate Insight
This presentation is based on research from our quarterly Annuity and Life Insurance Product Update series on the Corporate Insight Blog. The blog articles review the new product releases from the annuity carriers and life insurers we cover in our Annuity Monitor and Life Insurance Monitor research services.
Inside, we review the new products introduced in the
second quarter of 2013.
The mobile channel is increasingly important to retail financial services firms. This is driven by a variety of factors, including the widespread adoption of smartphones, more powerful phone operating systems and,
crucially, the rise of Millennial customers.
In our February 2016 survey of online investors, 71% of Millennials indicated that they had logged into their
brokerage account using a mobile device in the past 12 months, compared to 44% of Baby Boomers. Further,
51% of Millennials said that their brokerage firm’s mobile capabilities were “very important” or “extremely
important” to them, versus 23% of Baby Boomers. Our recent surveys of retirement plan participants and bank
customers show similar generational differences. Collectively, these surveys suggest mobile will increasingly define the digital experience for financial services as Millennials become the industry’s core customer base.
To accommodate changing customer demographics and the growing significance of the mobile experience, we expect financial services firms to continue to enhance their apps this year. Developments may include 3D Touch and leveraging such cutting edge capabilities as artificial intelligence (AI), voice technology and expanded biometric authentication techniques. Some will likely introduce more personalized content and offer easier access to key account information (e.g., pre-login), making it simpler for clients to interact with them. In this annual mobile trends
review, we explore these and other trends and innovations that are likely to shape the mobile experience this year and beyond.
The mobile channel has become a strategic priority for financial services firms looking to attract and retain younger clients. Nearly all large and mid-sized financial intuitions allocate sizeable budgets devoted to improving their mobile properties, focusing on mobile app enhancements. In 2018, Corporate Insight’s Mobile Monitor service saw banks, card providers, brokerages and asset management firms update their app capabilities at a rapid pace.
The 2013 Mobile Finance Trends and Innovations slide deck highlights the most interesting and important mobile finance trends from the first half of 2013. It draws on research from CI’s Mobile Monitor service and our ongoing tracking of the mobile finance space. The slide deck also includes commentary on relevant mobile developments outside of the financial services industry, key takeaways for financial services firms and thoughts on what’s next for mobile finance.
Annuity and Life Insurance Product Update - Q2 2013Corporate Insight
This presentation is based on research from our quarterly Annuity and Life Insurance Product Update series on the Corporate Insight Blog. The blog articles review the new product releases from the annuity carriers and life insurers we cover in our Annuity Monitor and Life Insurance Monitor research services.
Inside, we review the new products introduced in the
second quarter of 2013.
The mobile channel is increasingly important to retail financial services firms. This is driven by a variety of factors, including the widespread adoption of smartphones, more powerful phone operating systems and,
crucially, the rise of Millennial customers.
In our February 2016 survey of online investors, 71% of Millennials indicated that they had logged into their
brokerage account using a mobile device in the past 12 months, compared to 44% of Baby Boomers. Further,
51% of Millennials said that their brokerage firm’s mobile capabilities were “very important” or “extremely
important” to them, versus 23% of Baby Boomers. Our recent surveys of retirement plan participants and bank
customers show similar generational differences. Collectively, these surveys suggest mobile will increasingly define the digital experience for financial services as Millennials become the industry’s core customer base.
To accommodate changing customer demographics and the growing significance of the mobile experience, we expect financial services firms to continue to enhance their apps this year. Developments may include 3D Touch and leveraging such cutting edge capabilities as artificial intelligence (AI), voice technology and expanded biometric authentication techniques. Some will likely introduce more personalized content and offer easier access to key account information (e.g., pre-login), making it simpler for clients to interact with them. In this annual mobile trends
review, we explore these and other trends and innovations that are likely to shape the mobile experience this year and beyond.
The mobile channel has become a strategic priority for financial services firms looking to attract and retain younger clients. Nearly all large and mid-sized financial intuitions allocate sizeable budgets devoted to improving their mobile properties, focusing on mobile app enhancements. In 2018, Corporate Insight’s Mobile Monitor service saw banks, card providers, brokerages and asset management firms update their app capabilities at a rapid pace.
2014 top mobile trends. Discover which trends are shaping what marketers will need to know in the coming months and years to take advantage of the mobile opportunity.
A must-read before finalizing your marketing plans
Brands are building up their mobile presence - comprised of apps, websites, and app stores - with the goal of interacting and engaging with consumers across every touch point. But why have relatively few brands effectively mastered the mobile channel? Find out in a report detailing survey findings of 1,000+ mobility influencers across the US and UK. We uncovered how much brands are investing in mobile projects, what their mobile priorities are and what frustrates them about mobilizing their businesses.
Hidden in plain sight: How mobile is quietly revolutionizing the B2B worldOgilvy
Mobile@Ogilvy has published a new report into how business-to-business (B2B) brands can leverage “smart mobility” to gain significant competitive advantage. Entitled “Hidden in plain sight: How mobile is quietly revolutionizing the B2B world,” the report outlines key mobile opportunities for B2B marketers and describes how to develop mobile strategies for B2B brands.
Today, even the most popular brands in the market are using mobile apps for building brand awareness, increasing sales and for direct marketing.
https://www.raybiztech.com/blog/mobile-development/2018-trends-to-watch-out-for-in-mobile-app-develop
Building the Right Mobile App Development Strategy: The rate at which the mobile app market is growing reflects the important role it plays in the communication space. Statistics show that mobility is the primary way people are interacting and getting things done. Mobile phones prices and browsing rates get cheaper every day, and number of mobile internet users have multiplied manifold in the past few years. This has also led increase in the download numbers of mobile applications.
360i's 2015 International CES Hot List provides a comprehensive recap and essential takeaways from 2015 International CES. On the showroom floor this year marketers saw first-hand the dawn of the Connected Age, a new era of marketing powered by more accessible, affordable and applicable consumer technology
innovations that are changing consumer behavior and transforming brand marketing.
From connected homes to virtual reality, the following report provides an overview of the top trends and technologies from this year’s CES to help marketers position their brands for the future.
Our lives have been indisputably influenced by mobile technology over the past 10 years and have created many fast-growing industries along with it. We use these devices everywhere at any point in time. Gaining critical mass doesn't mean though that we use these devices in a same way around the world. Albeit standardised to a large extent, user behaviour still significantly depends on who and where you are.
Discussed Usage Trends 2015 cover:
- Race for Engagement
- Seamless FinTech Solutions
- Uber: Uberization of Everything
- Smart Commerce
- Swiss Army Knife: Functional Integration of Extension Hardware
- Anyscreen Anywhere
This presentation was held at Global Mobile App Summit & Awards in Chennai, India. Feel free to comment and discuss this topic with me on twitter @ricowyder.
2014 top mobile trends. Discover which trends are shaping what marketers will need to know in the coming months and years to take advantage of the mobile opportunity.
A must-read before finalizing your marketing plans
Brands are building up their mobile presence - comprised of apps, websites, and app stores - with the goal of interacting and engaging with consumers across every touch point. But why have relatively few brands effectively mastered the mobile channel? Find out in a report detailing survey findings of 1,000+ mobility influencers across the US and UK. We uncovered how much brands are investing in mobile projects, what their mobile priorities are and what frustrates them about mobilizing their businesses.
Hidden in plain sight: How mobile is quietly revolutionizing the B2B worldOgilvy
Mobile@Ogilvy has published a new report into how business-to-business (B2B) brands can leverage “smart mobility” to gain significant competitive advantage. Entitled “Hidden in plain sight: How mobile is quietly revolutionizing the B2B world,” the report outlines key mobile opportunities for B2B marketers and describes how to develop mobile strategies for B2B brands.
Today, even the most popular brands in the market are using mobile apps for building brand awareness, increasing sales and for direct marketing.
https://www.raybiztech.com/blog/mobile-development/2018-trends-to-watch-out-for-in-mobile-app-develop
Building the Right Mobile App Development Strategy: The rate at which the mobile app market is growing reflects the important role it plays in the communication space. Statistics show that mobility is the primary way people are interacting and getting things done. Mobile phones prices and browsing rates get cheaper every day, and number of mobile internet users have multiplied manifold in the past few years. This has also led increase in the download numbers of mobile applications.
360i's 2015 International CES Hot List provides a comprehensive recap and essential takeaways from 2015 International CES. On the showroom floor this year marketers saw first-hand the dawn of the Connected Age, a new era of marketing powered by more accessible, affordable and applicable consumer technology
innovations that are changing consumer behavior and transforming brand marketing.
From connected homes to virtual reality, the following report provides an overview of the top trends and technologies from this year’s CES to help marketers position their brands for the future.
Our lives have been indisputably influenced by mobile technology over the past 10 years and have created many fast-growing industries along with it. We use these devices everywhere at any point in time. Gaining critical mass doesn't mean though that we use these devices in a same way around the world. Albeit standardised to a large extent, user behaviour still significantly depends on who and where you are.
Discussed Usage Trends 2015 cover:
- Race for Engagement
- Seamless FinTech Solutions
- Uber: Uberization of Everything
- Smart Commerce
- Swiss Army Knife: Functional Integration of Extension Hardware
- Anyscreen Anywhere
This presentation was held at Global Mobile App Summit & Awards in Chennai, India. Feel free to comment and discuss this topic with me on twitter @ricowyder.
Can you do estimate when the teams are not co-located. This is a case of a team engaged in an estimate where the teams are separated by more than 8000 kilometers
WEBCON Rental Marketing Awards were presented by Host Ben Mulroney on May 13th 2015 at the Pearson Convention Center in Toronto, Ontario. Winners and runner-ups are all highlighted in this presentation showing where each company placed after judging, first, second and third.
Best Practices For Building Your Mobile Applications - A Whitepaper by RapidV...RapidValue
We are in the decade of mobility. Smart phones are driving Mobile Internet and App usage. Since the introduction of iPhone in 2007, smart phone penetration has been growing significantly. According to report released by ZentithOptimedia, smartphone penetration in the world’s top 19 digital markets is expected to double from 35.5% last year to an average of 71.7% in 2015.
Not only are smart phones getting more prevalent, consumers are spending more time on them. According
to Flurry Analytics, about 81 minutes per day are spent on smart phones compared to 74 minutes on desktop internet. Businesses need to adapt to this changing consumer behavior and consider mobile as one of the key strategic channels for the future.
Despite increasing prevalence of mobile teams and initiatives, the field is relatively young and best practices
are hard to come by.
Having worked on over 100 engagements and countless interactions with our customers over the past three years, we have put together a set of key considerations for navigating your mobile roadmap. These considerations will help you identify opportunities and also avoid major pitfalls while trying to implement mobility projects. We have categorized these considerations into Three phases – Assess, Build and Deploy based on the activity timeline and a series of steps within each phase.
8 Factors to Consider When Choosing a Mobile App Development CompanyNetset Software
As the modern business world leaps forward, fueled by digitization, mobile applications have become a key catalyst. They have become an important factor for any business trying to attract large numbers of customers. Therefore, companies are looking for the best mobile app developers to improve their business. But finding the ideal mobile app development company to build the perfect app for you is no easy task.
Exploring Android and iPhone App Development Companies in the USAchawtechsolutions
Discover the immense potential of mobile apps for business growth with Chawtech Solutions' latest presentation, "Unleashing the Power of Mobile Apps: Exploring Android and iPhone App Development Companies in the USA." In this insightful presentation, we delve into the top Android and iPhone app development companies in the USA, their expertise, and success stories. We also explore the app development process, key considerations for choosing the right partner, emerging trends, and real-life case studies of impactful mobile app projects. Don't miss out on this opportunity to unlock the power of mobile apps and take your business to new heights!
Product guide for Solution Set providing advice on Developing a Mobile App
For more details visit:
http://ataresearch.alltheanalysts.com/infotech/develop_a_mobile_app.html
How to Launch a Mobile App Guide How-To GuideDemand Metric
Executive Summary
A mobile app is a software application designed for smartphones, tablets and other mobile devices that has been built on a mobile operating system such as iOS, Android, Blackberry and Windows.
Mobile apps were originally developed for productivity and information retrieval. Today, over 91% of all U.S. citizens have their mobile device within reach 24/7 (Morgan Stanley). The rising use and accessibility of mobile phones has influenced many companies to enter this growing market with new and innovative use cases.
This How-To Guide discusses the benefits of creating a mobile app, things to consider before building a mobile app and an action plan to help you launch your new app.
Read this brief 5-page guide to understand the following:
Benefits of creating a mobile app
Things to consider
Action plan for launching your mobile app
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Amplework Software, a Los Angeles-based mobile app development company, prioritizes user-centric design, efficient testing, and continuous improvement through analytics. Their commitment to excellence ensures their apps consistently exceed user expectations, demonstrating their commitment to excellence in mobile app development.
Everything You Should Know About Mobile App DevelopmentMicrobase Infotech
Mobile application development refers to the process of creating applications for “personal digital assistants” and “mobile phones”. These apps are designed to function on a particular mobile platform, be it “Android” or “iOS”, with a specific operating system.
Increase Mobile Conversions- Boost your business.Techugo
To increase mobile conversions, it's important to optimize your mobile website or app for user experience, making sure it's fast, responsive and easy to navigate. Additionally, providing clear and concise product information, as well as offering a secure and seamless checkout process, can help boost conversions.
As the mobile app market experiences rapid growth, having a well-structured Mobile App Development process is essential for businesses. As the Best Android App Development Company in India, Vxplore Technologies helps companies at every step of the development process. Every stage is essential, from concept and idea generation to market research, design, and development, testing, deployment, and continuing maintenance. With the help of Vxplore Technologies' experience, tailored solutions, strategic advice, and affordable development, businesses may confidently traverse the path of mobile app development. By leveraging mobile technology, organizations can maintain their competitiveness in the digital age and improve client engagement.
For More Information Please Visit Our Site: https://www.v-xplore.com/
As the mobile app market experiences rapid growth, having a well-structured Mobile App Development process is essential for businesses. As the Best Android App Development Company in India, Vxplore Technologies helps companies at every step of the development process. Every stage is essential, from concept and idea generation to market research, design, and development, testing, deployment, and continuing maintenance. With the help of Vxplore Technologies' experience, tailored solutions, strategic advice, and affordable development, businesses may confidently traverse the path of mobile app development. By leveraging mobile technology, organizations can maintain their competitiveness in the digital age and improve client engagement.
For More Information Please Visit Our Site: https://www.v-xplore.com/
Mobile applications are a vital piece of our regular routine. As indicated by Statista, there are more than 2.7 billion mobile phone users on the planet.We utilize our mobile devices more often in a day and 90% of this mobile time is utilized for different applications.
To know more visit at https://www.thinktanker.io/blog/15-things-you-probably-dont-know-about-mobile-app-development.html
Get Mobile App Development Services from Top Mobile App Development Company.pdfJohnny’s Digital
Investing in mobile app development services is a strategic move in today’s digital age, where smartphones have become an integral part of our lives, mobile apps have gained immense popularity. Whether you’re a startup looking to establish a digital presence or an established business aiming to expand your reach. However, with a plethora of options available, choosing the right mobile app development company is paramount to your success.
Understanding Mobile Application Development Transforming Ideas into Digital ...Jalan Technologies
As a leader in mobile app development, Jalan Technologies merges a decade of expertise with innovation, ensuring seamless, user-centric solutions for diverse industries.
Check Our Website: https://jalantechnologies.com/
Mobile Banking App Development A Complete Guide.pdfSuccessiveDigital
This is an article about mobile banking app development. It discusses the benefits and challenges of mobile banking apps. It also details the steps involved in developing a mobile banking app. Some of the important points from this website are that mobile banking apps offer convenience and security for users. They can also help banks save money. However, there are also challenges to developing mobile banking apps, such as data security and regulatory compliance.
Strategies to improve the ROI on your enterprise applicationPixel Crayons
Read the full blog here: https://bit.ly/34IUN7a
Connect with us through:
Contact us : https://bit.ly/2Ew2GDx
Facebook : https://www.facebook.com/PixelCrayons
Twitter : https://twitter.com/pixelcrayons
LinkedIn : https://www.linkedin.com/company/pixelcrayons
Instagram : https://www.instagram.com/pixelcrayons/
Pinterest : https://in.pinterest.com/pixelcrayons/
Similar to User Insight Vol.1 - Brokerage iPhone apps: Examining the Mobile User Experience (20)
The 13
th annual Annuity Monitor Awards Report highlights the best digital annuity tools and features offered
by firms in six key areas: Retirement Education Resources, Retirement Saving Calculators, Account Owner
Document Centers, Account Owner Self Service Capabilities, Advisor Search and Book of Business.
Announcing the Gold Medal Winners of the Advisor Monitor AwardsCorporate Insight
The 18th annual Asset Management Monitor Advisor Awards Report offers a broad benchmarking of advisor websites across five key categories: Fund Profiles, Homepages, Commentary and Thought Leadership, Retirement Tools, and Literature Centers. We provide best in class examples for each of the
topics covered and explain why we consider these offerings to be industry leaders.
The 18th annual Asset Management Monitor – Investor Awards Report offers a broad benchmarking of investor websites across five key categories: Public Homepages, Secure Site Homepages, Fund Profile Pages, Help Center and Virtual Assistance, and Retirement Planning Calculators.
This quarter, we are proud to present our first Digital Advice Awards Report, detailing the best features of
robo advisor offerings and functionalities across seven key areas. In our analysis, we review the following
offerings and capabilities for the 16 firms in the Digital Advice Monitor coverage group: Product Offering;
Investor Questionnaire; Account Information; Goal Progress Tracking; Holistic Portfolio Analysis; Fund &
Account Transfers; and Mobile Capabilities. Each category includes a distinct set of attributes and criteria
based on our proprietary Digital Advice Audit that we use to assess and rank firms.
Property and Casualty Insurance Monitor Awards PreviewCorporate Insight
The eighth annual P&C Insurance Monitor Awards Report highlights the best digital capabilities offered by insurers in five key areas: Public Site Homepages, Policyholder Site Homepages, Bill Pay, Homeowners Quote Tools and Mobile App Roadside Assistance. We provide best-in-class examples for each of the topics covered and explain why we consider these offerings to be industry leaders.
In this free slide deck, we examine new product releases from annuity carriers and life insurers covered in Corporate Insight’s
Annuity Monitor and Life Insurance Monitor research services. These include new releases from Allianz, Fidelity, Lincoln and Prudential. We provide a rundown of all new products released in the second quarter of 2019 and highlight their key features.
In this free slide deck, we examine new product releases from annuity carriers and life insurers covered in Corporate Insight’s Annuity Monitor and Life Insurance Monitor research services. These include new releases from Lincoln Financial, Nationwide and Prudential. We provide a rundown of all new products released in the first quarter of 2019 and highlight their key features.
Annuity and Life Insurance Product Update Q3 & Q4 2018Corporate Insight
This slide deck examines product releases from annuity carriers and life insurers covered in Corporate Insight's Annuity Monitor and Life Insurance Monitor research services. We provide a rundown of new products introduced on coverage group firms' websites in the second half of 2018 and highlight their key features.
This slide deck examines new product releases from 11 credit card carriers in the Credit Card Monitor coverage group over the course of 2018. We highlight basic fee information, rewards criteria and specific standout features unique to each card product offering.
Annuity and Life Insurance Product Update - Q2 2018Corporate Insight
This slide deck examines new product releases from annuity carriers and life insurers covered in our Annuity Monitor and Life Insurance Monitor research services.
Inside, we provide a rundown of the new products introduced on the firms’ websites in the second quarter of 2018 and highlight their key features.
Corporate Insight is proud to unveil our 15th annual Asset Management Monitor – Advisor Awards, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepages, Commentary & Thought Leadership, Literature Order Systems, Multimedia, Investor Education and New Tools.
As in past years, we assign the gold medal to firms that present exceptional offerings within given categories. We award a silver medal for firms that offer similar value but lack some of the outstanding attributes and functions of the best offerings. We give the bronze medal to firms that offer a unique or noteworthy version of a feature but do not meet our highest standards for a given category. In this slide deck, we highlight the gold medal winners across all categories.
Corporate Insight is pleased to present our sixth annual Property and Casualty Insurance Monitor Awards, in which we highlight the top features on websites and mobile apps among our coverage group. This year, we benchmark industry leaders across six critical, high-level categories, awarding gold, silver and bronze medals based on how well firms meet our criteria.
We reserve the gold medal for site or app features that offer an exceptionally valuable service in an efficient, logical design. We present the silver medal for features of similar value with a few small drawbacks. Finally, we award a bronze medal for those features that are admittedly imperfect but still offer clients a noteworthy service. In this slide deck, we highlight the gold medal winners across all categories.
With 2017 coming to a close, we present the second annual Healthcare Monitor Awards, offering an analysis of the state of the health insurance industry in terms of the best digital resources available to members. This year we benchmark industry leaders across six critical categories, awarding gold, silver and bronze medals based on how well firms meet our criteria.
The gold medal is reserved for capabilities that offer an exceptionally valuable service to members in a user-friendly interface. The silver medal recognizes resources that offer strong functionalities while suffering from a few small flaws. Finally, the bronze medal goes to resources that, though imperfect, offer members an excellent or uniquely valuable service. In this slide deck, we highlight the gold medal winners across all categories.
Corporate Insight is pleased to introduce the results of our sixth annual Life Insurance Monitor Awards. We benchmark the life insurance industry across six critical categories in which we award gold, silver and bronze medals.
As in past years, the gold medal is reserved for exceptionally valuable services. We award the silver medal for features with similar value that lack some of the outstanding attributes and functions of the best offerings. The bronze medal recognizes firms with a strong or unique service that do not meet the highest standards in the category. In this slide deck, we highlight the gold medal winners across all categories. These medals reveal where the insurance industry is succeeding in the development of digital features.
Our analysis focuses only on specific attributes and does not attempt to rate the overall quality of the sites or apps that we review. Excellence in select areas may earn firms some distinction in this report, but readers should keep in mind that medals are awarded for highly focused, individual categories and are not intended as general endorsements.
Annuity and Life Insurance Product Update - Q4 2017Corporate Insight
This slide deck examines new product releases from annuity carriers and life insurers covered in Corporate Insight’s Annuity Monitor and Life Insurance Monitor research services. Inside, we provide a rundown of new products introduced on coverage group firms’ websites in the fourth quarter of 2017 and highlight their key features.
Corporate Insight is pleased to introduce the results of our 11th annual Annuity Monitor Awards. We benchmark the annuity industry across six critical categories, awarding gold, silver and bronze medals in each based on how firms meet our criteria.
As in past years, the gold medal is reserved for exceptionally valuable services. The silver medal rewards features with similar value that lack some of the outstanding attributes and functions of the best offerings. The bronze medal recognizes firms with a strong or unique service that do not meet the highest standards in the respective category.
Our analysis focuses only on specific attributes and does not attempt to rate the overall quality of the sites or apps that we review. Excellence in select areas may earn firms some distinction in this report, but readers should keep in mind that medals are awarded for highly focused, individual categories and are not intended as general endorsements.
This slide deck examines new product releases from 11 credit card carriers in the Credit Card Monitor coverage group over the course of 2017. We highlight basic fee information, rewards criteria and specific standout features unique to each card and include a chart showing what firms feature which digital payment services for their product offerings.
Annuity and Life Insurance Product Update - Q3 2017Corporate Insight
This slide deck examines new product releases from annuity carriers and life insurers covered in Corporate Insight’s Annuity Monitor and Life Insurance Monitor research services.
Inside, we provide a rundown of new products introduced on coverage group firms’ websites in the third quarter of 2017 and highlight their key features.
This slide deck examines new product releases from 11 credit card carriers in the Credit Card Monitor coverage group in the first half of 2017. Inside, we highlight basic fee information, rewards criteria and specific standout features unique to each card and include a chart showing what firms feature which digital payment services for their product offerings.
Annuity and Life Insurance Product Update - Q2 2017Corporate Insight
This slide deck examines new product releases from annuity carriers and life insurers covered in our Annuity Monitor and Life Insurance Monitor research services.
Inside, we provide a rundown of new products introduced on the firms’ websites in the second quarter of 2017 and highlight their key features.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
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2. INTRODUCTION
For over 20 years, Corporate Insight has helped financial services firms improve their customer experience by offering
ongoing, objective feedback from the perspective of actual account holders. In that period, the customer website has
emerged as arguably the single most important point of contact between financial institutions and their clients. We
are now in the midst of a paradigm shift, however, as smartphones and tablets become increasingly popular entry
points to the Web. More and more, customers expect to be able to manage their financial accounts via a mobile
device, just as they do via the customer website. Financial services firms must meet that expectation if they want to
remain competitive in today’s marketplace.
As companies develop and refine their mobile-optimized websites and apps, they face a significant challenge –
designing a user-friendly experience for a variety of smaller screens and different operating systems. Unlike traditional
websites, where general guidelines for effective design have emerged over the past two decades, mobile platform
design does not yet have a similar set of standards. As a result, it’s essential that financial services companies
understand what happens when clients and prospects actually interact with their firm via a mobile device so they can
design a satisfying experience.
With that in mind, Corporate Insight developed a usability study to shed light on the importance of mobile platform-
focused user testing. Our study reviews the iPhone apps offered by four leading brokerage firms – Charles Schwab,
E*TRADE, Fidelity and Merrill Lynch. While our findings highlight issues that users encountered with these particular
apps, our real goal is to demonstrate the type of information that can be gained when you observe real users
interacting with a mobile platform.
For each firm, we met with five participants, all with varying levels of experience with the iPhone and brokerage
products. These individuals worked to complete 10 different tasks that are common to the mobile brokerage
experience. We focused on identifying aspects of each firm’s design that confused, frustrated or inhibited users from
completing the task at hand. Some of the issues raised in this report are particular to one firm, while others represent
common problems shared by several firms.
This report provides a summary of the key findings from our usability study. For more information regarding our user
testing and user research services, please contact Alan Maginn at 212.832.2002, ext. 116 or
amaginn@corporateinsight.com.
2
Introduction
3. TABLEOFCONTENTS
Table of Contents
Why Is User Testing Important?
When Should You Test Your Mobile App?
Test Design
• Our Objective
• Tasks
• Device
• Study Participants
• Methodology
Detailed Findings
• Stock Search Functionality
• Stock Quote: Related Actions
• E*TRADE’s Stock Alert Interface
• Trading Interface: Selecting an Order Type
• Trading Interface: Number Entry
• Fidelity’s Trading Interface in iOS 6
• Customer Service Phone Number
Takeaways from This Study
Corporate Insight Is Here to Help
About the Author
3
4. Why Is User Testing Important?
4
In an industry as competitive as financial services, user
experience plays an important role in the client’s overall
satisfaction with their firm. Financial institutions may use
products and pricing to gain new customers, but a user-
friendly online experience has become critical to both
retention and engagement. And with the rise of the
smartphone and the tablet, the mobile experience is fast
emerging as another key competitive battleground.
With so much riding on the quality of your mobile
website or apps, it’s imperative that you understand what
happens when real world clients and prospects interact
with your designs. By performing user tests throughout
the design lifecycle, you can answer the following
questions:
Is it easy for your audience to learn to use your
interface?
How quickly do users complete common tasks?
Do users make any errors as they work to complete
common tasks?
How satisfied are users with your design?
The value of user testing doesn’t stop at improving
client satisfaction. The following examples from the
Nielsen Norman Group report Usability Return on
Investment1 demonstrate the impact an improved
user experience can have on your company’s
success:
In the early 2000s, MasterCard hoped to
redesign its business site to increase its
usability and encourage more small business
owners to get business cards. The design team
brought more content to the homepage,
presented direct links to common tasks, and
provided targeted content to various groups of
users. During user testing, customers were
300% more likely to be able to find the
products they were looking for.
Insurance provider New York Life changed the
location of product links and brought more
content up front on their homepage. Total sale
leads per day increased by 213%.
In the 1990s, over 2 million pages of IBM’s
website were separately owned, leading to
huge design and navigational inconsistencies.
When the design and architecture of the site
was unified in 1994, online sales increased by
400%.
1 Jakob Nielson, J.M. Berger, Shuli Gilutz, and Kathryn Whitenton. Usability Return on Investment (ROI). 4th Ed. (Freemont, CA: Nielsen Norman Group).
WHYISUSERTESTINGIMPORTANT?
5. When Should You Test Your Mobile App?
5
There isn’t any one particular time when it makes the
most sense to test your mobile app. On the contrary, to
ensure that your interface is easy to use, you should
perform user tests throughout the design process, from
conceptual prototypes through the implementation of
final designs.
And the testing shouldn’t stop just because you’ve
released your app to the public. As new mobile devices
come to market and mobile operating systems evolve,
it’s important to understand how these changes impact
the user experience. Testing your current app is also a
great first step when you plan to update your interface
or develop a new app for another platform, while testing
competitor apps may reveal alternative approaches to
some of the design challenges you face.
But won’t all of this testing slow down your design
process, while pushing your project over budget? Not
necessarily. According to leading Web usability expert
Jakob Nielsen, the vast majority of usability issues can
be discovered in as few as five tests,2 and as we
demonstrate in this report, the tests themselves can be
conducted over the course of just a few days.
2 “Why You Only Need to Test with 5 Users,” accessed October 15, 2012. http://www.useit.com/alertbox/20000319.html
WHENSHOULDYOUTESTYOURMOBILEAPP?
Concept
Design &
Development
Deployment
Validation &
Assessment
User Testing
6. Test Design: Our Objective
6
The purpose of this study was to demonstrate the value of user testing mobile platforms. We tested
some of the investment industry’s most popular apps, focusing on core features like order entry and
quote retrieval. While our findings highlight design issues in the apps offered by Charles Schwab,
E*TRADE, Fidelity, and Merrill Lynch, our goal was not to critique these particular apps per se. Rather,
we wanted to illustrate the kind of insights that can be gleaned from even a small-scale usability test.
We hope that the usability problems uncovered in this report inspire you to test your own platforms
to understand what happens when real users interact with them.
TESTDESIGN
7. Test Design: Tasks
7
Our tests centered on 10 tasks. By design, nearly all tasks were possible on all four apps, though
there were a few exceptions due to the limitations associated with our accounts or because the firm
did not offer that particular capability through their iPhone app. These exceptions are noted in
parentheses in the list below:
1. Login to an account
2. Retrieve a stock chart for a security without knowing its symbol
3. View the most recent news article for a security
4. Set up a price alert for a security (Charles Schwab and Fidelity)
5. Add a security to a watchlist
6. Set up a limit order for the security
7. View current market value for the account
8. Transfer money from an outside bank account to the brokerage account (Merrill Lynch)
9. Review all transactions within the account for the past 90 days or 3 months
10. Access the firm’s customer service phone number
TESTDESIGN
8. Test Design: Device
8
All of our tests were conducted on an iPhone 4
running iOS 6, which was released shortly before
we began our study. Our decision to perform our
tests on this particular device was based on a
number of factors:
The general trend within the financial
services industry has been for firms to
launch apps for iOS-based devices before
focusing on other devices.
Among the firms we track for our Mobile
Monitor service, iPhone apps (30) are more
widely available than apps for Android (25)
or RIM (12).
Although Android phones account for 68%
of the smartphone market as of September,
2012,3 the uniformity of the iPhone’s
design makes it a better target for a general
user test.
3 “Worldwide market share for smartphones,” Associated Press, accessed October 15, 2012. http://finance.yahoo.com/news/worldwide-market-share-smartphones-220747882--finance.html
TESTDESIGN
9. Test Design: Study Participants
9
In keeping with the concept that most usability issues can
be discovered through five tests, we tested five individuals
per app for a total of 20 participants. To understand the
impact that prior investing experience had on a
participant’s ability to complete the assigned tasks, we
selected individuals with brokerage accounts as well as
those with limited-to-no investing experience.
We were also curious to see how a participant’s familiarity
with the iPhone affected their performance. As a result,
we met with individuals in the following categories:
Frequent iPhone Users – Individuals who currently
own an iPhone, regardless of the model, and have
been using the phone for at least six months.
Occasional iPhone Users – Individuals who have
some experience with an iOS device, typically gained
through the use of a friend or family member’s
device. Although they are familiar with iOS, they do
not own an iPhone.
Novice iPhone Users – Individuals who have had no
exposure to, or nominal experience with, iOS
devices.
When designing a usability test, Corporate Insight
can work with your firm to recruit study participants
based on your target audience or such other factors
as:
Age
Experience with financial products
Trading style or frequency
Net worth
Vision issues
TESTDESIGN
10. Test Design: Methodology
10
Participant meetings were conducted in Corporate
Insight’s usability lab, located at our offices in Midtown
Manhattan. All sessions were recorded using
Techsmith’s Morae usability software. Users interacted
with the brokerage apps through an iPhone 4 attached
to a specialized user testing “sled.” This sled (pictured
at right) features a webcam mounted at the top of the
device to capture participant’s activity within the apps;
a second webcam is used to capture the participant’s
facial expression.
Test sessions were moderated by a trained usability
professional who guided the participants through the
ten tasks, offered clarification when necessary and
conducted an interview once the test was complete. A
second analyst monitored the session and logged notes
from an observation room, separated from the testing
room by a one-way mirror.
As participants worked to complete the tasks, they
were encouraged to “think aloud” so that we would
gain more insight into their decision making process.
Mobile User Testing Sled
Snapshot from Morae Recording
TESTDESIGN
11. Stock Search Functionality
11
When it comes to stock search tools, all four apps tested in this
study provide dynamic search results. That means the user can
view results as they input a symbol or company name into the
search field. Some apps displayed these results more quickly than
others, but the availability of this functionality is an industry best
practice.
While dynamic search results can make it easier for users to look
up a company name or stock symbol, our testing uncovered a
related usability issue that was present in all four apps. Rather
than select the company name from the list of dynamic results,
many study participants clicked the search button once they
finished typing the company name. When this occurred, the apps
stated that there were no related results, which confused users.
This example drives home an important point. Although your
company may intend to create user-friendly interfaces, you can’t
know what really happens when users interact with these
features unless you test them. By understanding the needs and
expectations of your audience, you can design more effective
interfaces.
E*TRADE Dynamic Search Results
E*TRADE Stock Search Results
DETAILEDFINDINGS
12. Stock Quote: Related Actions
12
Many of the tasks we asked users to perform were related to a
particular stock – Celgene Corporation (CELG). After asking
individuals to find information on the company, we had them
perform a number of actions, including set up a limit order, add
Celgene to a watchlist and set a price alert for the stock. Although
some users relied on the main menu to perform these actions, study
participants overwhelmingly expected to find links to related
actions from the stock quote page, regardless of their prior
experience with brokerage products.
In terms of trading, our users were correct; all four firms provide a
link to their trading interface from the stock quote page. On the
other hand, links to alerts and watchlists (when available through
the app) were not always present, which meant users were forced to
navigate through the main menu in order to locate these features.
But it’s not enough just to make these links available. Our test
demonstrates that the location and appearance of those links is also
very important.
Both Schwab and E*TRADE use green buttons to highlight their
trading functionality. The color is especially effective on Schwab’s
interface because most other content on the page is blue or black.
On the other hand, E*TRADE’s Set Alert button features a gray design
that was overlooked by some users. In both instances, the buttons
appear within the body of the page, which means the buttons are no
longer visible if the user scrolls down the page.
Charles Schwab Trade Button
E*TRADE Trade and Alert Buttons
DETAILEDFINDINGS
13. Stock Quote: Related Actions
13
Merrill Lynch provides three related action buttons
– Trade, Alert and Add to Watchlist – from the stock
quote page. Unlike Schwab and E*TRADE, though,
these buttons are positioned in a static frame at
the bottom of the page. With Merrill’s design, the
buttons are always visible, regardless of where the
user navigates within the page. Although the firm
doesn’t use color to draw attention to the buttons,
users had the most success with this design.
Fidelity offers a unique solution to the related
action issue – Apple’s native “related actions”
button. The button, which looks like an email
“forward” icon, is featured in other native iPhone
apps like Photos. As a result, study participants
with significant iOS device experience found the
button and its underlying actions very intuitive. On
the other hand, iOS novices were either confused
by the button or overlooked it entirely.
Merrill Lynch Action Buttons
Fidelity’s Use of Native iPhone Related Action Button
DETAILEDFINDINGS
14. E*TRADE’s Stock Alert Interface
14
Setting a stock alert on E*TRADE’s iPhone app proved
problematic for many participants. Although the
feature is accessible from the stock quote page, two of
the five participants failed to complete the task
because they could not find the set alerts page. These
individuals were confused by the Alerts tab in the main
menu, which allows users to view alerts but provides
no option to modify or set alerts.
The remaining participants successfully located the
set alert interface but found the inputs very
cumbersome. At first, users tried to set the alert price
by using the main slider. Unfortunately, the
functionality of this feature was limited; users could
move the price a few points but then it would lock in
place.
After becoming frustrated with the slider, participants
tried to adjust the price with the +/- buttons, only to
find that this was either very time consuming or, in the
case of those users who held the button down for an
extended period, that the interface kept moving well
after they’d taken their finger off the phone. In the
end, most participants questioned why they couldn’t
input a number manually.
DETAILEDFINDINGS
E*TRADE’s Set Alerts Interface
15. Trading Interface: Selecting an Order Type
15
To test the usability of each app’s stock/ETF trading interface, we asked participants to set up a limit
order to buy one share of Celgene stock, good for one day. While all users were eventually successful,
some interfaces caused problems due to issues related to design consistency and link affordance, or
the visual cue that something can be clicked or interacted with.
Entering the order type proved problematic for several firms. Although it’s the first input in all four apps,
participants overlooked the order type buttons on the Schwab, Fidelity and Merrill Lynch apps. When
we probed to understand why, users explained that they thought the buttons were labels due to their
gray-on-gray color. Schwab’s design proved least problematic of the three, due to the fact that the input
fields feature a bold heading and are offset from the other inputs on the page.
E*TRADE, on the other hand, utilizes dropdown menus for its order inputs, which is consistent with the
other selection inputs on the page. Users experienced no problems with this interface.
DETAILEDFINDINGS
16. Trading Interface: Number Entry
16
Another aspect of the trading interface that affected usability
were the number input fields. Again, none of the designs kept
users from completing the order entry process but it was clear that
participants found certain interfaces easier to use than others.
The biggest factor that affected usability was the entry keypad.
E*TRADE and Fidelity utilize a 12-button number keypad while
Merrill Lynch and Schwab utilize the full 31-button number and
symbol keypad. Beyond the irrelevance of symbols in a number
entry field, the 12-button keypad is preferable because its
numbers are larger targets for the user’s fingers.
Another feature that affected usability was the input fields
themselves. E*TRADE and Schwab utilize pop-up windows that
focus the user’s attention on the task at hand. Fidelity and Merrill
Lynch, on the other hand, have the user input numbers directly on
the trading screen. As a result, other input fields remain visible,
which can lead to some confusion.
E*TRADE Input Field & Keypad
Merrill Lynch Input Field & Keypad
DETAILEDFINDINGS
17. Fidelity’s Trading Interface in iOS 6
17
In addition to the basic issues regarding keypads and input fields, we also encountered what appears
to be a glitch in Fidelity’s app and we believe it is related to Apple’s recent iOS 6 software update.
During testing, users complained that the field for inputting the Limit Price was hidden by the
keypad. We tried to replicate the issue on an iPhone 4S running iOS 5 but were unsuccessful.
Although it is not a critical issue, this glitch highlights the need for companies to continually test their
apps, especially when new hardware comes to market or operating system software is updated.
Fidelity app viewed on iPhone
4S, iOS 5
Fidelity app viewed on iPhone 4,
iOS 6
Input for Limit Price
shifts to top of page,
enabling user to view
field as they type.
Input for Limit
Price is hidden
below keypad.
DETAILEDFINDINGS
18. Customer Service Phone Number
18
For their final task, participants were asked to locate a
customer service phone number. In this instance,
usability was related to the intuitiveness of the app’s
information architecture, not any functionality. As a
result, we didn’t expect there would be much
difference between the apps, but our test results
suggest otherwise.
Across the board, participants looked to the main
menu for a customer service number. Those
individuals working with the Schwab app located the
number the fastest, as the firm’s menu features an
option labeled “Call Schwab.” Merrill Lynch also
provides access to a “Contact Merrill Lynch” feature
via a fixed frame at the bottom of its main menu but
due to the color and position on the page, several
participants overlooked the feature at first.
E*TRADE houses its customer service information
within a Help tab. Although not as readily accessible as
Schwab or Merrill, the location was intuitive to users.
DETAILEDFINDINGS
19. Customer Service Phone Number
19
Fidelity’s app, on the other hand, houses its customer
service number under a tab labeled “Settings.”
Although most users eventually located the number, it
was often after an exhaustive search through various
areas of the app. Participants commented that it was
“the last place” they expected to find the
information. To make matters worse, the number is
positioned below the fold on the Settings page.
So how can you avoid a situation where your users are
unable to find important information or features?
Aside from testing your interface with users
throughout the design process, you can ensure your
information architecture is intuitive by involving
users in the design process through card sorting
exercises. In these exercises, users organize the
content of your website either under predetermined
headings (closed card sort) or under headings they
make themselves (open card sorting).
SCREEN
FOLD
Fidelity’s Settings Page
DETAILEDFINDINGS
20. Takeaways from This Study
20
We hope that this usability study sheds some light on the value of user testing, particularly the
importance of testing your mobile platform – and competitor platforms – given this rapidly evolving
space. Although our study focused specifically on brokerage mobile apps, there are a number of
takeaways that apply to the broader financial services industry:
Dynamic search is a helpful feature but it can confuse users if they do not have access to
traditional search results
Action buttons should have the affordance, or look and feel, of a button
Numeric keypads should be used for numeric input fields
Contact information should be easy to find
Apps should be tested to ensure that operating system upgrades do not negatively affect
functionality
TAKEAWAYSFROMTHISSTUDY
21. Corporate Insight Is Here to Help
21
User testing is a powerful research tool that should be incorporated into your broader design process.
It can help you:
Understand the needs of your clients
Prioritize improvements to your interface
Discover design flaws
Improve customer satisfaction
Corporate Insight is here to help with all of your user testing needs. We can:
Collaborate with you to design a study that tests the key features of your mobile app or website, or the
platforms offered by competitors
Recruit participants that represent your target audience
Provide you with a detailed analysis of test sessions
Assist you with your existing usability efforts, moderating tests that you have designed or hosting tests at
our facility, conveniently located above Grand Central Station in Midtown Manhattan
In addition to our user testing services, we also offer Expert Reviews, assessing your interface based
on established design principles and industry best practices. We also perform in-depth Website
Audits, benchmarking your customer website against peer sites in terms of design, functionality,
navigation and usability and offering precise, actionable recommendations to improve it.
CORPORATEINSIGHTISHERETOHELP
22. Upcoming Usability Research from Corporate Insight
22
UPCOMINGRESEARCH
In the coming months, Corporate Insight will be conducting a series of usability studies focusing on
various segments of the financial services industry. Our next study, due to be published in June 2013,
will address the usability of banking websites and iPad apps, with a strong focus on transaction
interfaces. If you would like to be notified when this new study becomes available or if you are
interested to learn more about Corporate Insight’s User Research Services, contact Alan Maginn,
Director, User Research at 212.832.2002, ext. 116 or amaginn@corporateinsight.com.
23. About the Author
23
Alan Maginn is the Director, User Research on Corporate
Insight’s Consulting Services team and has been with the
firm since 2004. He received his Certified Usability
Analyst accreditation from Human Factors International
in 2011 and has since led the development of Corporate
Insight’s new User Research services. In addition to his
work regarding usability, Alan has also led CI’s social
media research since 2008. Prior to that, he was Senior
Analyst for Corporate Insight’s Mutual Fund Monitor-
Advisor service.
Alan Maginn, CUA
Senior Analyst, Consulting Services
212.832.2002, ext. 116
amaginn@corporateinsight.com
@alanmaginn
ABOUTTHEAUTHOR