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User Research in the Financial Space
The document discusses user research methods in the financial sector, emphasizing various techniques such as eye-tracking, usability studies, and online surveys. It highlights the importance of gathering both qualitative and quantitative data while ensuring user privacy. The findings aim to enhance user experience by providing insights into personal and generic information use.
User Research in the Financial Space
- 1. User Research inthe Financial Space Tom Tullis VP, User Experience Research Fidelity Investments October 24, 2012
- 2. A Space ofUser 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 ofInformation 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