Investment Process Participants

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 I will be focusing on four main participants in this post financial advisers (FA) and investors (I), either or both of these may be constituted by companies, funds or individuals and para planners (PP), local office administrators (external or internal) (AD), company back office administrators (AD). Other participants are traders, local regulation, international treaties, company regulation, regulatory reporting, trustees, product managers and the security services. Financial Adviser The role of the financial adviser is shapedRead More →

Business management does not reflect customer (users) activity The management of a businesses online presence is broken up into various channels in order to simplify the management, responsibility and accountability for overall effectiveness and value. However customers (users) are unaware of these business rules and are only focused on their task or tasks, which will cut across several channels. Holistic customer (user) experience is cross channel Given the behaviour of customers (users) it is clear that effectual user experience is cross channel as well. This creates some problems for business, however with the advent of Agile, user stories it may be time for businesses toRead More →

Like my last post How to Hire a Head of User Experience this post is not intended to supersede the experience of a really good HR or employment agency person but to bring clarity around the differences in the roles. A Director of User Experience is not really the next level on the business ladder for a Head of UX or a lead user experience or senior user experience person. The reason is that it’s a business role with little or no actual practical activity in the UX domain. A Director of UX is someone with an extra level of expertise related to management, financeRead More →

I have worked with a number of banks and financial services companies mainly in user experience and team management, I have also been involved in the development of new business models. I keep being asked to provide structure information for various clients so feel it simpler to make the enclosed structural diagram available here as it may also help digital agencies and new start-ups understand the relationship between various roles. Author Links linkedin: profile references: business twitter: userexperienceu speaking:¬†UCD2012Read More →