What every organization needs to know to communicate properly in the age of mobility

Parkour?

• Using more digital touch points• Blogs• Social Media• Search

• Everyone has a voice• Mobile

HOW PEOPLE ACCESS INFORMATION

IMPORTANCE OF MOBILE

• In the US, more people now access the world wide web from a mobile device than they do from desktops or laptops

• Quality of mobile devices keeps improving, getting better• Bigger Screens• Tablets as Computers

MOBILE ACCESS

CONTINUES TO GROW

• 99.5% access content/information• 62.1 percent check email• 49.2 percent listen to music• 46 percent play games• 41.7 percent download and use apps• 15 percent make purchases

HOW DO PEOPLE USE MOBILE?

HOW DO PEOPLE USE MOBILE?

• Tablets• Wearables• More personal than ever

• Alarm clock• Music• Calendars• Pictures

MORE THAN JUST A PHONE

MOBILE AND FINANCIAL INSTITUTIONS

PROPER WAY TO COMMUNICATE

WHERE WE STRUGGLE

• Marketing• Communication• Apps

• Systems• Payments• Notifications• Apps

DEVELOP A PLAN

• Quick way to reach members/prospects• Notifications• Marketing

• More apt to be receptive if they are getting information more than just marketing

• Shorter messaging

TEXT

• Social Media Outlets have made big changes to adopt to mobile

• Facebook example• People expect a presence, make sure it

fits the medium

SOCIAL MEDIA

• Special mobile-only site• Used to be what was traditionally

recommended• But technology has gotten better

WEBSITE

• Mobile-friendly site• More narrow design

• Scrolling side-to-side more difficult on tablets and phones

• Use standard fonts• Shorten forms (less fields)

WEBSITE

• Adaptive design• Responsive design• Identifies users browser/device and

renders site based on the device• Different looks for different devices

WEBSITE

RESPONSIVE DESIGN

• Chromecast• Apple TV• BlueTooth• Allows for users to connect their

devices to their TV, giving them another – usually much bigger – screen to view your site

SCREEN TO TV

• Apps for the sake of apps• Parkour?

• More than just a link to your home page• Push information to members• Easier way for them to calculate rates,

manage accounts, locate ATMs• Southwest example

APPLICATIONS (A.K.A. APPS)

• Mobile ads• Search

• Local • Click-to-call• Display• Games• Other apps

OTHER MARKETING ITEMS

• Landing pages• Make sure phone number is

prominently displayed• Quick access to your location/address• Short forms

OTHER MARKETING ITEMS

• Notifications• Payments• Deposits• Apps

SYSTEMS

SYSTEMS

• ApplePay• Adoption is picking up

• Square• No credit card processor/gateway

needed• Mobile check deposit• What Millenials expect from their

financial institutions

SYSTEMS

• May not think of these systems as marketing tools

• To reach new members, these are the services you will have to have

SYSTEMS

SUMMARY

• Need to understand the various ways people access information, including financial

• Mobile and web are blending but there are still differences

• Responsive designs are key• Have a mobile plan that includes both

systems and communications/marketing

Be Mobile!Contact Info

Twitter: @DarrinCates

Facebook: www.Facebook/eVibrant

LinkedIn: www.LinkedIn.com/Darrin-Cates/

Web: www.DarrinCates.com