User Centred design of Conversational UI for Wealth Management Customers
Abstract: Conversational UI (CUI) like voice assistant and chatbot are being introduced to provide 24x7 enquiry response, advice and technical support. This study aims at assessing User Experience related factors, which reinforce Trust between Wealth Management customer and the CUI in tasks normally performed by Relationship Managers. Given the financial and resource constraints of the thesis, semi structured interviews and Wizard of Oz experiments were chosen as the methods of study. These methods helped in delving deep into user issues within limited time period. The study finds that investors were happy to get response in text and graphics mode but not in voice since the information was considered confindential. There were apprehensions in using chatbot for getting investment advice. Findings of this study may be helpful to wealth management organisations in designing conversation UI strategy. However, the study was conducted with clients in India, hence the findings are more relevant to countries with similar socio-cultural conditions.
AT THIS PAGE YOU CAN DOWNLOAD THE WHOLE ESSAY. (follow the link to the next page)