servicing clients on ipad and tablet apps
DESCRIPTION
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.TRANSCRIPT
A new look at market intelligence
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Daniel J. Wiegand
Senior Analyst – Consulting & Mobile Research
May 17, 2012
Servicing Clients on iPad & Tablet Apps
Corporate Insight’s mobile research
Developments in iPad design
Alternative devices Android tablets
Kindle Fire
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Agenda
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
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About Corporate Insight
6
E*TRADE first to market; other brokerages follow
2010 2011 2012
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Capabilities generally follow iPhone
Funds
tran
sfers
Bill pa
y
P2P p
aym
ent
Remot
e de
posit
capt
ure
Trade
stoc
ks
Trade
mut
ual fu
nds
Trade
opt
ions
- sim
ple
Trade
opt
ions
- ad
vanc
ed0
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10
iPhone vs. iPad Apps Key Capabilities
iPhone apps iPad apps
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Early modular designs adapt iPhone screens
E*TRADE Research View
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B of A & Citi use space for innovative visualizations
Bank of America Calendar
Citi Overview
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Brokerages warm up to new account & research views
Fidelity Accounts & Market Overview
Full screen
Upper and lower technical indicators
Comparisons
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Tablets can also support enhanced charts
Fidelity Chart
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Help guides to get the most out of apps
Merrill Lynch User Guide
American Express Guide
Competitors such as Samsung and Amazon
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Other tablets trail the iPad, but set to grow…
At least maintain iPhone services
Add data visualizations
Strengthen market overviews and charting
Provide help guides
Think about developing for additional tablets
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Summary: Best Practices
Connect With Corporate Insight
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Contact Us
Dan WiegandSenior Analyst, Consulting Services212-832-2002 [email protected]
Follow Us
Corporate Insight Blog
Twitter - @CInsight