UX and the City - An introduction to user experience design in the financial services industry

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UX and the City - An introduction to user experience design in the financial services industry

  1. UX and the City An introduction to user experience design in the financial services industry Amir Dotan / LAB49http://www.flickr.com/photos/harshilshah/1508319950/
  2. About  me  User Experience architect at LAB49; a technology consulting firm thatbuilds advanced solutions for the financial services industryPreviously:- Researcher at the Centre for HCI Design at City University London- Multimedia degree lecturer at SAE Collage (London)- Flash developer at SHAPE Interactive (Israel)BA (Hons.) Multimedia Arts (Middlesex University)MSc Human-Centred Systems (City University London)
  3. I’m  going  to  talk  about  1.  Working  as  a  UX  professional  in  the  financial  services  industry  2.  The  trading  floor  work  environment  and  its  impact  on  UX  work  3.  User  Experience  Design  considera3ons  
  4. Working  in  the  financial  services  industry   Diverse  markets   Foreign  exchange,  stocks,  commodiFes,  futures  contracts,   Bonds,  credit,  rates  and  more  h2p://www.flickr.com/photos/funadium/913303959/  
  5. Working  in  the  financial  services  industry   Typical  projects   Trading  systems  (Single  and  MulF-­‐Dealer  PlaPorms)   Risk  Management  systems   Market  data  (research)   Strategic  planning  Lab49  -­‐  BEA  Fixed  Income  PorKolio  Pricing  Demo  
  6. Working  in  the  financial  services  industry   Diverse  user  groups   Internal  and  external  users   Individuals,  small-­‐medium  businesses,  large  corporates,     insFtuFonal  investors  (hedge  funds,  pension  funds,  governments   central  banks  etc.)  h2p://www.flickr.com/photos/d-­‐kav/4629934426/  
  7. Working  in  the  financial  services  industry   Different  banks  –  Different  procedures,   terminology  etc.  h2p://www.lindsayfincher.com/albums/greenwich/thames_canary_wharf.sized.jpg  
  8. Working  in  the  financial  services  industry   Developing  projects  for  a  global  audience  http://www.flickr.com/photos/horiavarlan/4270078348/
  9. Working  in  the  financial  services  industry   Extremely  compeFFve  industry  h2p://www.flickr.com/photos/pues/2552993021/  
  10. An  advice  I  was  given  #1   “Start  reading  the  Financial  Times”  h2p://www.flickr.com/photos/riceyrice/3032227676/  
  11. Working  in  the  financial  services  industry   ConfidenFal  projects  
  12. Working  in  the  financial  services  industry   The  right  usable  user  interface  can   help  make  billions  http://www.flickr.com/photos/ari/3731724596/
  13. Working  in  the  financial  services  industry   RegulaFon  and  internal  legal  departments  http://www.flickr.com/photos/somegeekintn/3709203268/
  14. Working  in  the  financial  services  industry   “Fat  Finger”  syndrome  
  15. Working  in  the  financial  services  industry   Limited  access  to  what  compeFtors  are  doing  http://www.flickr.com/photos/practicalowl/314989744/
  16. Working  in  the  financial  services  industry   Limited  professional  literature    http://www.flickr.com/photos/betsythedevine/1387463115/
  17. An  advice  I  was  given  #2   “Find  someone  nice  in  the  bank  and   never  let  them  go”  http://www.flickr.com/photos/stuseeger/226628124/
  18. The  trading  floor  work  environment   Working  in  front  of  3-­‐6  monitors  h2p://www.flickr.com/photos/27244534@N08/2539318470/  
  19. The  trading  floor  work  environment   Displaying  a  wealth  of  diverse  informaFon  http://thomsonreuters.com/products_services/financial/eikon
  20. The  trading  floor  work  environment   Rear-­‐view  mirrors  a2ached  to  the   computer  screens  
  21. The  trading  floor  work  environment   Legacy  systems   A  complicated  network  of  different  systems  
  22. The  trading  floor  work  environment   Diverse  communicaFon  channels  h2p://www.flickr.com/photos/xospecialk/2247393752/  
  23. The  trading  floor  work  environment   Use of diverse alert soundsh2p://www.flickr.com/photos/uzvards/129244063/  
  24. The  trading  floor  work  environment   Busy  and  ohen  unavailable  users  http://www.flickr.com/photos/artemuestra/2941677924/
  25. User  Experience  Design  considera3ons   Developing  interfaces  using  Flex   and  SilverLight  
  26. User  Experience  Design  considera3ons   Use  of  colours   Colour  blindness  consideraFons  
  27. User  Experience  Design  considera3ons   Standard  components  –  The  blo2er,  SPOT  panels,  charts  
  28. User  Experience  Design  considera3ons   Maximising  screen  real-­‐estate  
  29. User  Experience  Design  considera3ons   Not  always  possible  to  use  real  data  in     prototypes  and  mockups  h2p://www.flickr.com/photos/fredjk/276849773/  
  30. User  Experience  Design  considera3ons  Keyboard-­‐friendly  interfaces   hLp://www.flickr.com/photos/paul_garland/2268928575/  
  31. User  Experience  Design  considera3ons   Typography  and  numbers  h2p://www.flickr.com/photos/zoezolka/313115700/  
  32. Swap   SPOT   Call   User  Experience  Design  considera3ons   VolaFlity   Put   Terminology CCY   Short  Liquidity   Hedge   Straddle   Pip   Principal     Bid   Margin   Maturity   Delta   PosiFon   Yield   Blo2er  
  33. User  Experience  Design  considera3ons  Modular  interfaces   h2p://www.flickr.com/photos/seven13avenue/2080281038/  
  34. User  Experience  Design  considera3ons  Branding  consideraFons  
  35. User  Experience  Design  considera3ons   Data  visualisaFon  h2p://www.flickr.com/photos/second_story/3120736445/  
  36. User  Experience  Design  considera3ons   Mobile  apps  
  37. User  Experience  Design  considera3ons   ImporFng/exporFng  Excel  files  http://www.flickr.com/photos/niallkennedy/58697937/
  38. User  Experience  Design  considera3ons   Using  Fcking  numbers  in  prototypes   http://www.flickr.com/photos/artnoose/2263480871/
  39. User  Experience  Design  considera3ons   Snapshots  &  Drilldowns   http://www.flickr.com/photos/28481088@N00/1577594077/
  40. User  Experience  Design  considera3ons   SomeFmes  the  killer  app  is  a  simple  form,  not   a  fancy  UI  and  complex  data  visualisaFon  http://www.flickr.com/photos/second_story/3120728429/
  41. Thank  you   amirdotan1@gmail.com   www.amirdotan.com  (UX  blog  in  Hebrew)   Twi2er  @UX_links,  @UX_for_Finance  http://www.flickr.com/photos/harshilshah/1508319950/

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