At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Tom Tullis (Fidelity Investments) gave a presentation on user research during the "UX Financial Research" session.

1. User Research in the Financial Space
Tom Tullis
VP, User Experience Research
Fidelity Investments
October 24, 2012

2. A Space of User Experience Research
Methods
Behavioral OpenHallway
Site Catalyst
Data
Co-discovery
Eye-tracking
Self-moderated Web Analytics
Online Studies & A/B Testing
Moderated Usability Studies UserTesting.com Test & Target
Remote Studies
Café Studies
VoC Data ChalkMark
Mining Customer Unmoderated
Diary Studies Feedback Online
Contextual ForeSee Data Studies
Inquiry
UserZoom
User Interviews Loop11
OptimalSort WebSort
Design Thinking
Info Architecture Studies
Participatory Focus
TreeJack Qualitrics
Design Groups Online Surveys
Affinity Insight Express
Collaging Diagramming
Attitudinal
Data
Qualitative Data Quantitative Data

3. A Space of Information Types: Public/Private &
Personal/Generic
Personal
Info My family tree
Books I own information
My Finances!
Items
My public photos recommended My medical
on Flickr to me on records
Amazon
Performance
Randomly of investments
Selected photos Descendants I hold
on Flickr of a Famous
Person
Generic
Info
Public Private

4. Sample Loop11 Study
This combination allows us to collect
Unmoderated data (task times, accuracy, subjective
Online feedback) in a way that: My Finances!
Studies • Is meaningful to the users
• Fully protects their privacy