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Research

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Corporate Insight publishes in-depth research on a variety of subjects within our areas of expertise. Our Monitor analysts generate an ongoing series of reports on narrowly focused topics of interest linked to our Monitor services. Our consulting team produces its own syndicated studies on higher-profile topics, like social media and online education.

Our research adds significant value for clients by extending the intellectual reach of our analysts and consultants . See the results of that reach both on this page—which features our latest Monitor-related reports—and the pages that follow.
iPad and Tablet Apps
This Mobile Monitor report focuses on financial service firms offerings for the iPad and Android powered tablets.  Since the iPad’s launch two years ago, many financial services firms have introduced tablet-formatted apps that take advantage of greater screen size and computing power than the typical smartphone. These tablet-specific apps are the focus of this report

This Mobile Monitor report examines on financial service firms offerings for the iPad and Android powered tablets. Our 13 firms were evaluated on the following key criteria:
Which devices are supported and are there any differences between platforms for these devices?
  • Do apps feature a consistent, user-friendly, aesthetically appealing design?
  • Does the firm maintain design standards from other mobile devices?
  • How does the firm make use of the tablet’s larger screen real estate?
  • Are there any usability flaws?
  • Does the app support all capabilities available on the firm’s other mobile platforms?
  • Has the firm added new mobile capabilities for its tablet apps?
  • Are any other key capabilities missing?
Overall, we found that twelve firms in the Mobile Monitor coverage group offer account management apps optimized for the iPad. A smaller number have taken similar steps for Android-powered tablets, some specifically focusing on the Kindle Fire. Two firms support a variety of Android tablets, while another firm offers a tablet app optimized for the Kindle Fire. Other firms offer Kindle Fire apps as well, but they follow their handheld device designs rather than delivering a truly optimized experience for the tablet. As a result, we do not cover them in this report.
 
Some firms offer alternative apps for the iPad. Three distribute their investor magazines via iPad apps; in some cases, these predate the firm’s account management app on the iPad.
 
One of the keys to demonstrating true leadership in the tablet space (and scoring well in our grading) is to offer a tablet app that improves upon what is already available on a smartphone. Some bank and cards firms do a good job presenting new account visualizations that take advantage of tablets’ larger screens. In the brokerage space, some firms likewise provide new account visualizations, while others enhance charting capabilities for the tablet’s larger display space. Other firms have struggled to adapt new features available on their smartphones for the tablet, a significant drawback.
 
Additional key findings include:
  • Twelve firms out of the 20 we track offer an account management experience specifically designed for the iPad.
  • Two firms provide apps for a variety of Android tablets, while one offers an app optimized for the Kindle Fire.
  • Three firms offer versions of their investor magazines as iPad apps.
  • Four firms present account information with new visualizations that take advantage of the larger tablet screen.
  • Two brokerages have added advanced charting capabilities for their iPad apps.
  • Most mobile data and tools are equal to what is available from the corresponding smartphone app.
  • Three firms provide help guides to assist clients in getting comfortable with the iPad’s advanced capabilities.
 
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