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Information visualization as an interactive business intelligence tool for improved management and self-assessment of financial brokers in private banking
KTH, School of Electrical Engineering and Computer Science (EECS).
2019 (English)Independent thesis Advanced level (degree of Master (Two Years)), 20 credits / 30 HE creditsStudent thesis
Abstract [en]

With an increase in storage capacity, many organizations strive to collect as much data as possible. The data can then be aggregated and visualized in order to provide a strategic advantage, commonly referred to as Business Intelligence (BI). Several sectors are contemporarily unfamiliar with the full potential of BI visualizations, among them the financial sector.In this report, an experimental design-oriented research study, set out to explore the affordances and challenges with designing an information visualization to improve both management and self-assessment of financial brokers in private banking at a large-scale bank.To explore this area, a prototype was iteratively developed based on information gathered from interviews and evaluations on two private banking managers and a panel of UX professionals at the bank. The final prototype was then evaluated by the two managers and five of their financial brokers through a combination of a task analysis and semi-structured interviews. The results concluded that the proposed visualization improved several aspects for financial management including business overview and workload balancing. However, the proposed tool was not deemed useful in self-assessment terms as financial brokers’ performance is so largely dependent on the current market state.

Abstract [sv]

Tack vare den ständigt ökande lagringskapaciteten så strävar idag många organisationer efter att samla på sig så mycket data som möjligt om sin verksamhet. Denna data kan sedan aggregeras och visualiseras för att förbättra företagets strategi, vilket kallas Business Intelligence (BI). Idag känner en del verksamheter inte till den sanna potentialen av informationsvisualisering inom BI, däribland äldre banker.Denna rapport är en experimentell, design-orienterad forskningsstudie med syftet att utforska möjligheterna och utmaningarna med att designa en informationsvisualisering för att förbättra både management och själv-utvärdering av börsmäklare inom private banking, på en storskalig, svensk bank.För att utforska detta område så utvecklades en prototyp iterativt, baserat på information som löpande samlats under semi-strukturerade intervjuer och utvärderingar. Prototypen utvärderades slutligen av två chefer och fem av deras anställda börsmäklare genom en kombination av task analysis och semi-strukturerade intervjuer. Resultaten visar att den föreslagna visualiseringen förbättrade ett flertal aspekter inom finansiellt management, bl.a verksamhetsöverblick och balansering av arbetsbörda. Den föreslagna prototypen var dock inte användbar sett till själv-utvärdering eftersom börsmäklares prestationer är så starkt kopplat till marknadens dagliga skick.

Place, publisher, year, edition, pages
2019. , p. 15
Series
TRITA-EECS-EX ; 2019:457
Keywords [en]
Information Visualization, Interaction, Business Intelligence, Business Process Management, Management, Private Banking, Transaction Data
National Category
Computer and Information Sciences
Identifiers
URN: urn:nbn:se:kth:diva-255002OAI: oai:DiVA.org:kth-255002DiVA, id: diva2:1337231
Supervisors
Examiners
Available from: 2019-07-12 Created: 2019-07-12 Last updated: 2019-07-12Bibliographically approved

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CiteExportLink to record
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Citation style
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