Category Archives: Mobile

Asset Manager Web Sites Lose Their Flash On iPad

The eagerly anticipated Apple iPad just may force a rethinking of asset managers’ reliance on Adobe Flash Player as a means of delivering some much-needed life and vitality to their Web sites.

In an industry not known for its innovation online, Flash-based presentations on a home page or on a financial advisor home page have been the go-to site enhancement on mutual fund sites. Given their young age, almost all exchange-traded fund (ETF) sites employ Flash in some way.

If your site uses Flash, you’re not going to be happy with how your pages display through Apple’s Safari browser on the iPad.


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USAA App, Mint.com Cross-Selling, TradeKing Rate As Forrester Best Practices

We sat in on a Forrester Research Top 10 Financial Services Web Site Best Practices of 2009 Webinar this afternoon and thought we’d pass on a few highlights.

App Turns Phone Into An ATM

USAA’s mobile phone app (released first for the iPhone and in January for the Droid) enables registered accountholders to deposit checks simply by photographing the check and submitting the image via the phone.

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We covered remote deposit capture (RDC) seven years ago when the payments industry introduced it as a solution for commercial customers that met volume requirements. It’s exciting to see the capability downstreamed to consumers for one-off use.


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Mobile Next Year May Be One Year Too Late

I like to experiment with Google AdWords, and today I received a report on the performance of an AdvisorTweets.com campaign that’s been running for a few weeks. I was shocked: Out of the 237 clicks on my ads, 188 were on mobile devices with full browsers. Almost 80% of those searching for “RIAs and twitter” (my Google AdWords keywords) were using phones?

This report is just another tiny piece to throw onto the pile of data about mounting mobile phone usage. Also in the Inbox today was an email about ComScore’s "The 2009 U.S. Digital Year in Review" including an analysis of the drivers that accelerate mobile phone use. Note that 3G phone ownership is now at 43%, according to ComScore.


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News For All Of Us: The Principal Shares Gadget, Text Messaging Adoption Data

The Principal Financial Group distributed a press release this week that was good and then better, from our perspective.

Good that the company announced that it was now making certain retirement plan account information available via iGoogle gadgets and text messaging. Few companies herald enhancements to their communications capabilities. We see that when those new capabilities are being sunsetted for lack of adoption, and the marketers responsible for pulling the plug confess, “Of course, we never really marketed it….”


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iTunes, Amazon Kindle Ready And Willing to Distribute Your Investment Insights

Here’s the problem we have with placing a registration process in front of your best content. The value exchange is skewed in favor of you, not the financial advisor, your customer or prospect.

Who has the power in a relationship? The movie “Ghosts of Girlfriends Past” is taking this issue on right now in movie theaters across the country. The debate centers on whether the person with the power is the one who cares the most or the one who cares the least. Matthew McConaughey’s character is going to have to figure this out himself for his love life (no spoilers here).


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3 Questions About Your Digital Strategy

If you’re responsible for the digital strategy of a mutual fund company, exchange-traded fund (ETF) provider or other investment manager, you’ll want to know about some important work that’s been released in the last week or so. Below I’ve extracted just a few germane findings to stimulate thinking about your digital priorities. Naturally, you’re encouraged to follow the links to the complete reports.

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Video, Social Networks Drive Engagement
Online engagement by Internet users is deepening, according to The Global Online Media Landscape released by Nielsen Online. The increased engagement, according to the report, “is in part a result of a shift toward video content and social networking as popular online subcategories.”


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Is Your Site Ready for the Small Screen?

What does your Web site look like on a mobile device? If your target market includes affluent investors, you might want to look into that sooner rather than later.

Consider a datapoint cited in Friday’s issue of MediaPost’s Behavioral Insider e-newsletter, highlighting the recently released 32nd annual Mendelsohn Affluent Survey.

While less than 20% of all cell phone subscribers use their mobile devices to access the Internet, 40% of affluents (the 23 million Americans earning $100,000 or more) do–and 57% of those making $250,000 and above.


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