The world of finance and wealth provides unique problems for the UCD UX consultant, this short session will describe some of them, how to circumvent them and how UCD UX can make a critical difference to the project’s success. Missing a couple of slides. YouTube Video of Slides: http://youtu.be/EJ3GiWoSFjk I will publish the video of
April 26, 2014
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April 10, 2014
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Investments for HNW and UHNW There are several types of on boarding that relate to both business and investors structure and size, their specific purpose for investing and their local regulatory constraints. The main participants in the investment process I will be focusing on four main participants in this post financial advisers (FA) and investors
April 10, 2014
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This article is intended to review the current process problems that many investment and wealth management companies are attempting to solve. For many years these businesses have been wreathed in secrecy regarding how they do, what they do, often this has not been by choice but merely a by product of business processes that have