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 mobile-optimized sites, smartphone apps and tablet apps on all popular mobile devices including iPhones, iPads, Android smartphones and tablets, Windows Mobile and more.

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
  • USAA
  • U.S. Bank
  • 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.

Corey Limmer

Senior Analyst, Brokerage and Digital Advice Team Corey Limmer is a Senior Analyst on Corporate Insight’s Brokerage and Digital Advice Monitor teams. Since joining the firm in 2014, he has worked on a variety of custom projects related to online and mobile security, account opening, digital trends and fixed income competitive benchmarking. Corey was the lead author of the May 2016 study The Innovation Advantage, where his research was cited in such publications as InvestmentNews, ThinkAdvisor and CXOtoday. He has also been a regular contributor to Corporate Insight’s syndicated Next-Generation Investing studies and is a member of the Digital Advice Monitor team. Corey graduated from Tufts University in 2012 with a B.A. in Economics and Spanish.
  • Director of Research: Matthew Eschmann