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




         Amir Do...
About	
  me	
  
User Experience architect at LAB49; a technology consulting firm that
builds advanced solutions for the fi...
I’m	
  going	
  to	
  talk	
  about	
  
1.	
  Working	
  as	
  a	
  UX	
  professional	
  in	
  the	
  financial	
  service...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

       Diverse	
  markets	
  
                Foreign	
  exc...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

         Typical	
  projects	
  
                    Trading...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

                    Diverse	
  user	
  groups	
  
          ...
Working	
  in	
  the	
  financial	
  services	
  industry	
  
                                Different	
  banks	
  –	
  Diff...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

        Developing	
  projects	
  for	
  a	
  global	
  audi...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

                     Extremely	
  compeFFve	
  industry	
  
...
An	
  advice	
  I	
  was	
  given	
  #1	
  

                                            “Start	
  reading	
  the	
  Finan...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

        ConfidenFal	
  projects	
  
Working	
  in	
  the	
  financial	
  services	
  industry	
  

                   The	
  right	
  usable	
  user	
  interfa...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

                 RegulaFon	
  and	
  internal	
  legal	
  de...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

      “Fat	
  Finger”	
  syndrome	
  
Working	
  in	
  the	
  financial	
  services	
  industry	
  

                             Limited	
  access	
  to	
  what...
Working	
  in	
  the	
  financial	
  services	
  industry	
  

           Limited	
  professional	
  literature	
  	
  



...
An	
  advice	
  I	
  was	
  given	
  #2	
  

                                   “Find	
  someone	
  nice	
  in	
  the	
  b...
The	
  trading	
  floor	
  work	
  environment	
  

           Working	
  in	
  front	
  of	
  3-­‐6	
  monitors	
  




h2...
The	
  trading	
  floor	
  work	
  environment	
  

                  Displaying	
  a	
  wealth	
  of	
  diverse	
  informa...
The	
  trading	
  floor	
  work	
  environment	
  

              Rear-­‐view	
  mirrors	
  a2ached	
  to	
  the	
  
      ...
The	
  trading	
  floor	
  work	
  environment	
  

         Legacy	
  systems	
  
         A	
  complicated	
  network	
  ...
The	
  trading	
  floor	
  work	
  environment	
  

                                   Diverse	
  communicaFon	
  channels	...
The	
  trading	
  floor	
  work	
  environment	
  

                                            Use of diverse alert sounds...
The	
  trading	
  floor	
  work	
  environment	
  

                             Busy	
  and	
  ohen	
  unavailable	
  user...
User	
  Experience	
  Design	
  considera3ons	
  

      Developing	
  interfaces	
  using	
  Flex	
  
       and	
  Silve...
User	
  Experience	
  Design	
  considera3ons	
  

                 Use	
  of	
  colours	
  
                    Colour	
 ...
User	
  Experience	
  Design	
  considera3ons	
  
        Standard	
  components	
  –	
  The	
  blo2er,	
  SPOT	
  panels,...
User	
  Experience	
  Design	
  considera3ons	
  

     Maximising	
  screen	
  real-­‐estate	
  
User	
  Experience	
  Design	
  considera3ons	
  

                               Not	
  always	
  possible	
  to	
  use	
...
User	
  Experience	
  Design	
  considera3ons	
  

Keyboard-­‐friendly	
  interfaces	
  




                             ...
User	
  Experience	
  Design	
  considera3ons	
  

                                                     Typography	
  and	...
Swap	
  
 SPOT	
                 Call	
        User	
  Experience	
  Design	
  considera3ons	
  

     VolaFlity	
      Pu...
User	
  Experience	
  Design	
  considera3ons	
  

Modular	
  interfaces	
  




                          h2p://www.flickr...
User	
  Experience	
  Design	
  considera3ons	
  

Branding	
  consideraFons	
  
User	
  Experience	
  Design	
  considera3ons	
  

                          Data	
  visualisaFon	
  




h2p://www.flickr....
User	
  Experience	
  Design	
  considera3ons	
  

    Mobile	
  apps	
  
User	
  Experience	
  Design	
  considera3ons	
  

                               ImporFng/exporFng	
  Excel	
  files	
  

...
User	
  Experience	
  Design	
  considera3ons	
  

   Using	
  Fcking	
  numbers	
  in	
  prototypes	
  




             ...
User	
  Experience	
  Design	
  considera3ons	
  

     Snapshots	
  &	
  Drilldowns	
  




                             ...
User	
  Experience	
  Design	
  considera3ons	
  

                      SomeFmes	
  the	
  killer	
  app	
  is	
  a	
  si...
Thank	
  you	
  
           amirdotan1@gmail.com	
  
           www.amirdotan.com	
  (UX	
  blog	
  in	
  Hebrew)	
  
    ...
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UX and the City - An introduction to user experience design in the financial services industry Slide 1 UX and the City - An introduction to user experience design in the financial services industry Slide 2 UX and the City - An introduction to user experience design in the financial services industry Slide 3 UX and the City - An introduction to user experience design in the financial services industry Slide 4 UX and the City - An introduction to user experience design in the financial services industry Slide 5 UX and the City - An introduction to user experience design in the financial services industry Slide 6 UX and the City - An introduction to user experience design in the financial services industry Slide 7 UX and the City - An introduction to user experience design in the financial services industry Slide 8 UX and the City - An introduction to user experience design in the financial services industry Slide 9 UX and the City - An introduction to user experience design in the financial services industry Slide 10 UX and the City - An introduction to user experience design in the financial services industry Slide 11 UX and the City - An introduction to user experience design in the financial services industry Slide 12 UX and the City - An introduction to user experience design in the financial services industry Slide 13 UX and the City - An introduction to user experience design in the financial services industry Slide 14 UX and the City - An introduction to user experience design in the financial services industry Slide 15 UX and the City - An introduction to user experience design in the financial services industry Slide 16 UX and the City - An introduction to user experience design in the financial services industry Slide 17 UX and the City - An introduction to user experience design in the financial services industry Slide 18 UX and the City - An introduction to user experience design in the financial services industry Slide 19 UX and the City - An introduction to user experience design in the financial services industry Slide 20 UX and the City - An introduction to user experience design in the financial services industry Slide 21 UX and the City - An introduction to user experience design in the financial services industry Slide 22 UX and the City - An introduction to user experience design in the financial services industry Slide 23 UX and the City - An introduction to user experience design in the financial services industry Slide 24 UX and the City - An introduction to user experience design in the financial services industry Slide 25 UX and the City - An introduction to user experience design in the financial services industry Slide 26 UX and the City - An introduction to user experience design in the financial services industry Slide 27 UX and the City - An introduction to user experience design in the financial services industry Slide 28 UX and the City - An introduction to user experience design in the financial services industry Slide 29 UX and the City - An introduction to user experience design in the financial services industry Slide 30 UX and the City - An introduction to user experience design in the financial services industry Slide 31 UX and the City - An introduction to user experience design in the financial services industry Slide 32 UX and the City - An introduction to user experience design in the financial services industry Slide 33 UX and the City - An introduction to user experience design in the financial services industry Slide 34 UX and the City - An introduction to user experience design in the financial services industry Slide 35 UX and the City - An introduction to user experience design in the financial services industry Slide 36 UX and the City - An introduction to user experience design in the financial services industry Slide 37 UX and the City - An introduction to user experience design in the financial services industry Slide 38 UX and the City - An introduction to user experience design in the financial services industry Slide 39 UX and the City - An introduction to user experience design in the financial services industry Slide 40 UX and the City - An introduction to user experience design in the financial services industry Slide 41
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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 / LAB49 http://www.flickr.com/photos/harshilshah/1508319950/
  2. About  me   User Experience architect at LAB49; a technology consulting firm that builds advanced solutions for the financial services industry Previously: - 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 sounds h2p://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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