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Tackling User Research Challenges within the Finance Industry

Published: 07 May 2016 Publication History

Abstract

We present a case study illustrating how a user experience (UX) team performs user research in the finance industry. In particular, we focus on the impact of salespeople and financial professionals on how the research is conducted. Challenges stemming from this--such as recruitment, time constraints, and conflicting expectations--and potential ways to mitigate them are discussed. Our work contributes to an understanding of how to do research in time-sensitive, high pressure environments while also working with gatekeepers to accessing users.

References

[1]
Adams, A. & Cox, A. L. Questionnaires, in depth interviews and focus groups. In: Cairns. P. & Cox, A. L. eds. Research Methods for Human Computer Interaction. Cambridge, UK: Cambridge University Press (2008), 17--34.
[2]
Beyer, H. & Holtzblatt, K. Contextual Design: Defining Customer Centered Systems. Elsevier, 1997.
[3]
Hartson, R. & Pyla, P. S. The UX Book: Processes and Guidelines for ensuring quality user experience. Elsevier, 2012.

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cover image ACM Conferences
CHI EA '16: Proceedings of the 2016 CHI Conference Extended Abstracts on Human Factors in Computing Systems
May 2016
3954 pages
ISBN:9781450340823
DOI:10.1145/2851581
Permission to make digital or hard copies of all or part of this work for personal or classroom use is granted without fee provided that copies are not made or distributed for profit or commercial advantage and that copies bear this notice and the full citation on the first page. Copyrights for components of this work owned by others than ACM must be honored. Abstracting with credit is permitted. To copy otherwise, or republish, to post on servers or to redistribute to lists, requires prior specific permission and/or a fee. Request permissions from [email protected]

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Association for Computing Machinery

New York, NY, United States

Publication History

Published: 07 May 2016

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Author Tags

  1. field research
  2. finance
  3. needs assessment
  4. qualitative
  5. user experience

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CHI'16
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CHI'16: CHI Conference on Human Factors in Computing Systems
May 7 - 12, 2016
California, San Jose, USA

Acceptance Rates

CHI EA '16 Paper Acceptance Rate 1,000 of 5,000 submissions, 20%;
Overall Acceptance Rate 6,164 of 23,696 submissions, 26%

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CHI 2025
ACM CHI Conference on Human Factors in Computing Systems
April 26 - May 1, 2025
Yokohama , Japan

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