At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Astrid Chow (Roundarch Isobar) presented "Assuaging Users' Skepticism" during the Designing for Financial Systems session.
ReadyForZero - Designing a way out of debtLoren Baxter
This talk is all about ReadyForZero: Our story, some design challenges we've faced, how we've approached them, and lessons learned from doing UX at an early stage startup.
Explaining 30,000 Mutual Funds to a Billion PeopleBentleyDUC
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Josiah Fisk (More Carrot) presented "Explaining 30,000 Mutual Funds to a Billion People" during the Designing for Financial Systems session.
20 Ideas for your Website Homepage ContentBarry Feldman
Perplexed about what to put on your website home? Every company deals with this tough challenge. The 20 ideas in this presentation should give you a strong starting point.
Introduction to Accounting and Business
Accounting, 21st Edition
Warren Reeve Fess
Materi Matrikulasi Pengantar Akuntansi
Magister Manajemen
Universitas BSI Bandung
Maret 2013
ReadyForZero - Designing a way out of debtLoren Baxter
This talk is all about ReadyForZero: Our story, some design challenges we've faced, how we've approached them, and lessons learned from doing UX at an early stage startup.
Explaining 30,000 Mutual Funds to a Billion PeopleBentleyDUC
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Josiah Fisk (More Carrot) presented "Explaining 30,000 Mutual Funds to a Billion People" during the Designing for Financial Systems session.
20 Ideas for your Website Homepage ContentBarry Feldman
Perplexed about what to put on your website home? Every company deals with this tough challenge. The 20 ideas in this presentation should give you a strong starting point.
Introduction to Accounting and Business
Accounting, 21st Edition
Warren Reeve Fess
Materi Matrikulasi Pengantar Akuntansi
Magister Manajemen
Universitas BSI Bandung
Maret 2013
WSO2Con USA 2017: Introduction to Security: End-to-End Identity ManagementWSO2
Solutions for strong identity and access management (IAM), whether the user is a person or a device, will be critical to the success of a digital business. And because many digital apps and services now span several ecosystems, federated identity management will be important to ensure robust security without compromising usability and the customer’s experience. This session will explain the benefits of incorporating a comprehensive IAM solution in your digital transformation journey. It will discuss how IAM can
Speed up automated provisioning and improve employee productivity
Remove all barriers to entry with BYOID, enabling easy access anywhere
Enhance user experience with single sign-on and unified identity
Increase business agility with easy adoption of SaaS offerings
Manage your identity in an API economy
Choosing your technology stack is one of many decisions you’ll have to make when creating a company from scratch. Along with this, you’ll need to figure out who you should found a company with, who you should take money from, what the company culture should be, management processes, and who to hire when. Joe will be covering basic technology stack choices (cloud v. hosted, frameworks, etc.) as well as other critical decisions one faces when starting a startup.
Understand BDD, BDD using Cucumber, Hands on experience in writing good scenarios and creating feature files, Understanding the working of Cucumber and gain practical exposure in creating and execution of the scenarios and Integrating with Selenium (application used will be ATA Calculator).
The Dojo will have a very brief introduction about Behavior Driven Development and the role that Cucumber plays as a collaboration tool. There will also be some introduction on the working of Cucumber & its architecture. Following this, the participants will be made to work hands-on on the following tasks:
1. Writing User Stories
2. Creating Feature File containing the scenarios in the given-when-then format
3. Cucumber-Eclipse setup
4. Execution of the scenarios
5. Integration with Selenium
Etsy is using Solr and Lucene to serve queries at a rate of more than 8 billion per year (and growing). In this case study, we will describe how Etsy has integrated Solr/Lucene into our continuous deployment infrastructure, allowing for Solr configuration, Java-based indexers, and query parsing logic to go from passing tests to production code in minutes.
National Bank of Pakistan is the largest commercial bank operating in Pakistan
The bank is engaged in providing commercial banking and related services in Pakistan and overseas.
The Bank's services are available to individuals, corporate entities and government.
its business portfolio is a major lead player in the
debt equity market,
corporate investment banking,
retail and consumer banking,
agricultural financing,
treasury services
This complete deck covers various topics and highlights important concepts. It has PPT slides which cater to your business needs. This complete deck presentation emphasizes Distributed Ledger Technology Powerpoint Presentation Slides and has templates with professional background images and relevant content. This deck consists of total of twentytwo slides. Our designers have created customizable templates, keeping your convenience in mind. You can edit the colour, text and font size with ease. Not just this, you can also add or delete the content if needed. Get access to this fully editable complete presentation by clicking the download button below.
This presentation explores how people are discussing their finances online, bringing the story to life with real data.
It goes into who is talking, about what, and how social media analysis can help the financial industry reach its consumers on issues they care about.
A presentation @abc3d, @andrewneedham and @rikineill gave at the Tangible Financial Seminar - Money Talks.
Digital producers often face the dilemma on whether to take a more agile approach or take a waterfall approach seeing development as a ‘bolt-on’. This presentation explores some concepts from Scrum and Lean and how they work with UCD.
WSO2Con USA 2017: Introduction to Security: End-to-End Identity ManagementWSO2
Solutions for strong identity and access management (IAM), whether the user is a person or a device, will be critical to the success of a digital business. And because many digital apps and services now span several ecosystems, federated identity management will be important to ensure robust security without compromising usability and the customer’s experience. This session will explain the benefits of incorporating a comprehensive IAM solution in your digital transformation journey. It will discuss how IAM can
Speed up automated provisioning and improve employee productivity
Remove all barriers to entry with BYOID, enabling easy access anywhere
Enhance user experience with single sign-on and unified identity
Increase business agility with easy adoption of SaaS offerings
Manage your identity in an API economy
Choosing your technology stack is one of many decisions you’ll have to make when creating a company from scratch. Along with this, you’ll need to figure out who you should found a company with, who you should take money from, what the company culture should be, management processes, and who to hire when. Joe will be covering basic technology stack choices (cloud v. hosted, frameworks, etc.) as well as other critical decisions one faces when starting a startup.
Understand BDD, BDD using Cucumber, Hands on experience in writing good scenarios and creating feature files, Understanding the working of Cucumber and gain practical exposure in creating and execution of the scenarios and Integrating with Selenium (application used will be ATA Calculator).
The Dojo will have a very brief introduction about Behavior Driven Development and the role that Cucumber plays as a collaboration tool. There will also be some introduction on the working of Cucumber & its architecture. Following this, the participants will be made to work hands-on on the following tasks:
1. Writing User Stories
2. Creating Feature File containing the scenarios in the given-when-then format
3. Cucumber-Eclipse setup
4. Execution of the scenarios
5. Integration with Selenium
Etsy is using Solr and Lucene to serve queries at a rate of more than 8 billion per year (and growing). In this case study, we will describe how Etsy has integrated Solr/Lucene into our continuous deployment infrastructure, allowing for Solr configuration, Java-based indexers, and query parsing logic to go from passing tests to production code in minutes.
National Bank of Pakistan is the largest commercial bank operating in Pakistan
The bank is engaged in providing commercial banking and related services in Pakistan and overseas.
The Bank's services are available to individuals, corporate entities and government.
its business portfolio is a major lead player in the
debt equity market,
corporate investment banking,
retail and consumer banking,
agricultural financing,
treasury services
This complete deck covers various topics and highlights important concepts. It has PPT slides which cater to your business needs. This complete deck presentation emphasizes Distributed Ledger Technology Powerpoint Presentation Slides and has templates with professional background images and relevant content. This deck consists of total of twentytwo slides. Our designers have created customizable templates, keeping your convenience in mind. You can edit the colour, text and font size with ease. Not just this, you can also add or delete the content if needed. Get access to this fully editable complete presentation by clicking the download button below.
This presentation explores how people are discussing their finances online, bringing the story to life with real data.
It goes into who is talking, about what, and how social media analysis can help the financial industry reach its consumers on issues they care about.
A presentation @abc3d, @andrewneedham and @rikineill gave at the Tangible Financial Seminar - Money Talks.
Digital producers often face the dilemma on whether to take a more agile approach or take a waterfall approach seeing development as a ‘bolt-on’. This presentation explores some concepts from Scrum and Lean and how they work with UCD.
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Audrey Chen (Consumer Financial Protection Bureau) presented "Design and the CFPB".
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.
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Jennifer Borchardt (Wells Fargo) gave a presentation on research resources and applied research during the "UX Financial Research" session.
Panel: Financial Planners and Advisors as Users/Interpreters of FInancial Sys...BentleyDUC
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Steven Axler (Vanguard), Jennifer Fabrizi (MassMutual Financial Group), Peggy McGillin (Journey Financial Planners), and Stuart Paap (Wells Fargo Advisors) were panelists during the "Financial Planners as Users" session.
Insights from Conversations with Financial ConsumersBentleyDUC
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Mona Patel (Motivate Design) and Meena Kothandaraman (Bentley University) presented "Insights from Conversations with Financial Consumers".
Game Changing Financial Education: The Story of SaltBentleyDUC
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Kathleen Burns Kingsbury (KBK Wealth Connection), Sue Burton (American Student Assistance), and Michal Pasternak (HUGE) presented "Game Changing Financial Education: The Story of Salt".
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Susan Kleimann (Center for Plain Language) and Richard Horn (Consumer Financial Protection Bureau) presented "Public Policy & Consumer Testing".
Regulatory Requirements for Plain Language: Making Financial Information Tran...BentleyDUC
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Deborah Bosley (UNC Charlotte/The Plan Language Group) presented "Regulatory Requirements for Plain Language: Making Financial Information Transparent".
How Behavioral Economics Informs Website DesignBentleyDUC
At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Eric Gold (Fidelity Investments) presented "How Behavioral Economics Informs Website Design".
1. DESIGNING
FOR
FINANCIAL
SYSTEMS
Assuaging
Users’
Skep;cism
FACE
OF
FINANCE
October
24,
2012
Astrid
Chow
Emily
Kihn
Allison
Lenz
1
Property
of
Roundarch
Isobar.
Privileged
&
confiden;al.
2. Users’
Skep?cism
What
we
heard…
• “I
don’t
know
where
to
begin.”
Users
know
that
they
probably
“should”
know
how
their
re;rement
saving
is
going.
• “I’m
not
a
financial
professional.”
They
oTen
have
a
family
member
or
friend
who
helps
them
manage
their
finances.
• “I’m
afraid
that
there
is
nothing
I
can
do
to
beUer
my
situa;on.”
No
one
can
control
what
the
market
does,
so
users
feel
like
they
have
no
control.
• “How
can
I
possibly
save
money
aside
when
I
need
all
of
my
money
right
now?”
What
they
have
is
what
they
need.
• “I
contribute
up
to
what
my
employer
matches,
and
that’s
it.”
Users
tend
to
save
only
as
much
as
their
workplace
benefits
dictated.
2
Property
of
Roundarch
Isobar.
Privileged
&
confiden;al.
Designing
for
Financial
Systems:
Assuaging
Users’
Skep;cism
3. Establish
a
Tone
with
Guidance
Set
proper
expecta?ons
• What
informa;on
does
the
user
need
to
supply
in
order
to
fully
benefit
from
the
tool?
1 2 3
1 2
3
BillShrink:
hUps://www.billshrink.com/
3
Property
of
Roundarch
Isobar.
Privileged
&
confiden;al.
Designing
for
Financial
Systems:
Assuaging
Users’
Skep;cism
4. Provide
Guidance
Throughout
Don’t
abandon
the
user
• Provide
help
along
the
way
HootSuite:
hUp://hootsuite.com/plans
4
Property
of
Roundarch
Isobar.
Privileged
&
confiden;al.
Designing
for
Financial
Systems:
Assuaging
Users’
Skep;cism
5. Guide
Users
through
Complex
Financial
Concepts
Avoid
“Legalese”
Provide
a
summary
of
the
legal
terms
1. Conversa;onal
tone
2. Alleviate
their
anxiety
5
Property
of
Roundarch
Isobar.
Privileged
&
confiden;al.
Designing
for
Financial
Systems:
Assuaging
Users’
Skep;cism
6. Bringing
people
and
brands
together
like
never
before
Thank
you
very
much!
achow@roundarch.com
Property
of
Roundarch
Isobar.
Privileged
&
confiden;al.
Property
of
Roundarch
Isobar.
Privileged
&
confiden;al.