The document discusses how banks can use mobile technology to move beyond just account management and access. It provides checklists for using mobile to showcase a bank's offerings, create social connections, and acquire new customers. Andres Wolberg-Stok of Citigroup outlines how banks can optimize their mobile apps and presence, integrate social media features, and leverage their mobile offerings as a way to advertise to potential new customers. The overall message is that mobile represents an important opportunity for banks to strengthen customer relationships and drive business growth.

1. CITI MOBILE SM
Mobile 2.0: Beyond account management
Andres Wolberg-Stok
SVP, Mobile & Emerging Technologies Strategy Director
North America Consumer Banking
Citigroup
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2. A Case Study in Using Mobile to...
• Step up from account-management to next stage
• Showcase your offerings
• Create and reinforce the social connection
• Acquire new customers
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3. SHOWCASING YOUR MOBILE OFFERING
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8. BUT... WHAT ABOUT MOBILE USERS?
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28. Checklist: Showcasing your offerings
• Mobile users are obviously keen on mobile
• Meet your most likely users where they are
• Optimize for mobile
• Recognize and serve for main device types
• It’s not all about the features
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29. CREATING THE SOCIAL CONNECTION
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39. Checklist: Creating the Social Connection
• Mobile and Social Media, a perfect match
• Customer-service and buzz benefits
• Integrate Social within your Mobile experience
• Tell them it’s there
•“There’s no room for humility in this business” (BD)
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40. MOBILE AS A VENUE FOR ACQUISITION
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48. Checklist: Mobile as a Venue for Acquisition
• Leverage your own Mobile offerings as...
• proof points of mobile-friendliness
• venues for advertising
• Recognize medium limitations
• Work around them
• Plan your handoff to other channels
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49. THANK YOU!
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