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. www.bdionline.com

1. A new look at market intelligence
Servicing Clients on iPad & Tablet Apps:
BDI Social & Mobile Financial Communications Conference
Daniel J. Wiegand
Senior Analyst – Consulting & Mobile Research
May 17, 2012
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2. Agenda
 Corporate Insight’s mobile research
 Developments in iPad design
 Alternative devices
 Android tablets
 Kindle Fire
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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
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4. iPad launches tablet computing…
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5. …and will continue to define the space going forward
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6. E*TRADE first to market; other brokerages follow
2010 2011 2012
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7. Capabilities generally follow iPhone
iPhone vs. iPad Apps Key Capabilities
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iPhone apps iPad apps
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8. Early modular designs adapt iPhone screens
E*TRADE Research View
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9. B of A & Citi use space for innovative visualizations
Bank of America Calendar
Citi Overview 9

10. Brokerages warm up to new account & research views
Fidelity Accounts & Market Overview 10

11. Tablets can also support enhanced charts
 Full screen
 Upper and lower technical indicators
 Comparisons
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Fidelity Chart

12. Help guides to get the most out of apps
American Express Guide
Merrill Lynch User Guide
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13. Other tablets trail the iPad, but set to grow…
 Competitors such as Samsung and Amazon
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14. Bank & card firms first on Android tablet
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15. Citi treats the Kindle Fire as a tablet
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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
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17. Thank You!
Dan Wiegand
Senior Analyst, Consulting & Mobile Research
dwiegand@corporateinsight.com
(212) 832-2002 x.118
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