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Computer Support for Financial Advisors and Their Clients: Co-creating an Investment Plan
KTH, School of Computer Science and Communication (CSC), Media Technology and Interaction Design, MID.
KTH, School of Computer Science and Communication (CSC), Media Technology and Interaction Design, MID.
2015 (English)In: PROCEEDINGS OF THE 2015 ACM INTERNATIONAL CONFERENCE ON COMPUTER-SUPPORTED COOPERATIVE WORK AND SOCIAL COMPUTING (CSCW'15), Association for Computing Machinery (ACM), 2015, 1313-1323 p.Conference paper (Refereed)Text
Abstract [en]

This paper is a workplace study of how financial advisors use their computer systems in advisory meetings with clients, with special focus on the collaborative decision-making. Observations and interviews show that the financial advisors in the study were not much helped by their computer system in visualizing and explaining financial concepts to their clients, and that not all of them trusted the system's decision support feature. Furthermore, client meetings can involve more than one client, which has further implications for the design of financial decision support.

Place, publisher, year, edition, pages
Association for Computing Machinery (ACM), 2015. 1313-1323 p.
Keyword [en]
Advisory scenario, Workplace studies
National Category
Human Computer Interaction
Identifiers
URN: urn:nbn:se:kth:diva-185410ISI: 000371990400112ISBN: 978-1-4503-2922-4OAI: oai:DiVA.org:kth-185410DiVA: diva2:921929
Conference
ACM International Conference on Computer-Supported Cooperative Work and Social Computing (CSCW), MAR 14-18, 2015, Vancouver, CANADA
Note

QC 20160421

Available from: 2016-04-21 Created: 2016-04-18 Last updated: 2016-04-21Bibliographically approved

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