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

UX and the City An introduction to user experience design in the financial services industry Amir Dotan / LAB49http://www.flickr.com/photos/harshilshah/1508319950/

About me User Experience architect at LAB49; a technology consulting firm thatbuilds advanced solutions for the financial services industryPreviously:- 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)

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

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/

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

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/

Working in the financial services industry Different banks – Different procedures, terminology etc. h2p://www.lindsayfincher.com/albums/greenwich/thames_canary_wharf.sized.jpg

Working in the ﬁnancial services industry Developing projects for a global audience http://www.flickr.com/photos/horiavarlan/4270078348/

Working in the ﬁnancial services industry Extremely compeFFve industry h2p://www.ﬂickr.com/photos/pues/2552993021/

An advice I was given #1 “Start reading the Financial Times” h2p://www.ﬂickr.com/photos/riceyrice/3032227676/

Working in the ﬁnancial services industry ConﬁdenFal projects

Working in the ﬁnancial services industry The right usable user interface can help make billions http://www.flickr.com/photos/ari/3731724596/

Working in the ﬁnancial services industry RegulaFon and internal legal departments http://www.flickr.com/photos/somegeekintn/3709203268/

Working in the ﬁnancial services industry “Fat Finger” syndrome

Working in the ﬁnancial services industry Limited access to what compeFtors are doing http://www.flickr.com/photos/practicalowl/314989744/

Working in the ﬁnancial services industry Limited professional literature http://www.flickr.com/photos/betsythedevine/1387463115/

An advice I was given #2 “Find someone nice in the bank and never let them go” http://www.flickr.com/photos/stuseeger/226628124/

The trading ﬂoor work environment Working in front of 3-‐6 monitors h2p://www.ﬂickr.com/photos/27244534@N08/2539318470/

The trading ﬂoor work environment Displaying a wealth of diverse informaFon http://thomsonreuters.com/products_services/financial/eikon

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

The trading ﬂoor work environment Legacy systems A complicated network of diﬀerent systems

The trading ﬂoor work environment Diverse communicaFon channels h2p://www.ﬂickr.com/photos/xospecialk/2247393752/

The trading ﬂoor work environment Use of diverse alert soundsh2p://www.ﬂickr.com/photos/uzvards/129244063/

The trading ﬂoor work environment Busy and ohen unavailable users http://www.flickr.com/photos/artemuestra/2941677924/

User Experience Design considera3ons Developing interfaces using Flex and SilverLight

User Experience Design considera3ons Use of colours Colour blindness consideraFons

User Experience Design considera3ons Standard components – The blo2er, SPOT panels, charts

User Experience Design considera3ons Maximising screen real-‐estate

User Experience Design considera3ons Not always possible to use real data in prototypes and mockups h2p://www.ﬂickr.com/photos/fredjk/276849773/

User Experience Design considera3ons Keyboard-‐friendly interfaces hLp://www.ﬂickr.com/photos/paul_garland/2268928575/

User Experience Design considera3ons Typography and numbers h2p://www.ﬂickr.com/photos/zoezolka/313115700/

Swap SPOT Call User Experience Design considera3ons VolaFlity Put Terminology CCY Short Liquidity Hedge Straddle Pip Principal Bid Margin Maturity Delta PosiFon Yield Blo2er

User Experience Design considera3ons Modular interfaces h2p://www.ﬂickr.com/photos/seven13avenue/2080281038/

User Experience Design considera3ons Branding consideraFons

User Experience Design considera3ons Data visualisaFon h2p://www.ﬂickr.com/photos/second_story/3120736445/

User Experience Design considera3ons Mobile apps

User Experience Design considera3ons ImporFng/exporFng Excel ﬁles http://www.flickr.com/photos/niallkennedy/58697937/

User Experience Design considera3ons Using Fcking numbers in prototypes http://www.flickr.com/photos/artnoose/2263480871/

User Experience Design considera3ons Snapshots & Drilldowns http://www.flickr.com/photos/28481088@N00/1577594077/

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/

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/