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.

1. A new look at market intelligence
Servicing Clients on iPad & Tablet Apps
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. Connect With Corporate Insight
Contact Us
Dan Wiegand
Senior Analyst, Consulting Services
212-832-2002 x-118
dwiegand@corporateinsight.com
Follow Us
Corporate Insight Blog
Twitter - @CInsight
LinkedIn
Facebook
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