Mobile Monitor

Mobile Monitor continuously tracks and analyzes the mobile resources offered by leading financial institutions across banking, brokerage, credit cards and asset management. Using actual accounts, Mobile Monitor offers you a first-hand look at the mobile user experience these leading firms provide their clients. We review smartphone apps, tablet apps and mobile-optimized sites on all popular mobile devices including iPhones, iPads and Androids.

Tracks 24 Top Financial Institutions across the Industry

  • Ally Bank
  • American Express
  • Ameriprise
  • Bank of America
  • BB&T
  • Capital One
  • Charles Schwab
  • Chase
  • Citi
  • Discover
  • Fidelity
  • Fifth Third
  • KeyBank
  • Merrill Edge
  • Merrill Lynch
  • Morgan Stanley Wealth Management
  • PNC Bank
  • Robinhood
  • TD Ameritrade
  • TIAA
  • U.S. Bank
  • USAA
  • Vanguard
  • Wells Fargo Advisors

Bi-Weekly Updates – Timely reviews of new mobile releases as well as updates and changes to competitor mobile websites, smartphone apps and tablet apps with an emphasis on:

  • Mobile design and usability
  • Mobile interactive tools
  • Client account information and transaction capabilities
  • New mobile site and app releases

Quarterly Mobile Research Reports – In-depth reports that focus on key aspects of the mobile user experience, smartphone and tablet apps, mobile finance trends and more. Reports include:

  • Detailed reviews of each Mobile Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Quarterly Mobile Research Report Summary Slide Decks – Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Behind-the-Login Videos – Go behind-the-login and take a first-hand look at the mobile resources being offered to clients by your competitors.

Competitor Summary Matrices – Breakdown of the devices supported and key mobile features offered by all Mobile Monitor firms.

Analyst Support – Personalized research support from our experienced Mobile Monitor team.

Meredith Barthold

Senior Analyst, Bank Monitor, Credit Card Monitor, Mobile Monitor and Small Business Card Monitor
Meredith Barthold is a Senior Analyst leading the research for Bank Monitor, Credit Card Monitor, Mobile Monitor and Small Business Card Monitor. She has conducted extensive research on the banking and credit card industries, examining the online platforms, customer service capabilities, social media marketing and tools offered to prospects, customers and financial professionals. In addition to her core responsibilities, Meredith has contributed to a variety of custom research projects in the bank and cards industries, the Trends & Highlights blog series and the bi-annual Credit Card Product Update. Meredith holds a B.A. in chemistry from Colgate University.
  • Director of Research: Matthew Eschmann
  • Analyst: Justin Mattos
  • Senior Research Associate: Ezra Salzman-Gubbay