research-article

Computer Support for Financial Advisors and Their Clients: Co-creating an Investment Plan

Authors:

Susanna Heyman,

Henrik ArtmanAuthors Info & Claims

CSCW '15: Proceedings of the 18th ACM Conference on Computer Supported Cooperative Work & Social Computing

Pages 1313 - 1323

https://doi.org/10.1145/2675133.2675236

Published: 28 February 2015 Publication History

Abstract

This paper is a workplace study of how financial advisors use their computer systems in advisory meetings with clients, with special focus on the collaborative decision-making. Observations and interviews show that the financial advisors in the study were not much helped by their computer system in visualizing and explaining financial concepts to their clients, and that not all of them trusted the system's decision support feature. Furthermore, client meetings can involve more than one client, which has further implications for the design of financial decision support.

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Cited By

Bucher ADolata MEckhardt SStaehelin DSchwabe G(2024)Talking to Multi-Party Conversational Agents in Advisory Services: Command-based vs. Conversational InteractionsProceedings of the ACM on Human-Computer Interaction10.1145/36330728:GROUP(1-25)Online publication date: 16-Feb-2024
https://dl.acm.org/doi/10.1145/3633072
Staehelin DDolata MSchwabe G(2024)Calm Advice: How Digitalizing Pen-and-Paper Practices Improves Financial Advice-GivingBusiness & Information Systems Engineering10.1007/s12599-024-00879-2Online publication date: 18-Jun-2024
https://doi.org/10.1007/s12599-024-00879-2
Eckhardt SKnaeble MBucher AStaehelin DDolata MAgotai DSchwabe G(2023)“Garbage In, Garbage Out”: Mitigating Human Biases in Data Entry by Means of Artificial IntelligenceHuman-Computer Interaction – INTERACT 202310.1007/978-3-031-42286-7_2(27-48)Online publication date: 25-Aug-2023
https://doi.org/10.1007/978-3-031-42286-7_2
Show More Cited By

Index Terms

Computer Support for Financial Advisors and Their Clients: Co-creating an Investment Plan
1. Human-centered computing
  1. Human computer interaction (HCI)

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cover image ACM Conferences

CSCW '15: Proceedings of the 18th ACM Conference on Computer Supported Cooperative Work & Social Computing

February 2015

1956 pages

ISBN:9781450329224

DOI:10.1145/2675133

General Chairs:
Dan Cosley
Cornell University, USA
,
Andrea Forte
Drexel University, USA
,
Program Chairs:
Luigina Ciolfi
Sheffield Hallam University, UK
,
David McDonald
University of Washington, USA

Copyright © 2015 ACM.

Permission to make digital or hard copies of all or part of this work for personal or classroom use is granted without fee provided that copies are not made or distributed for profit or commercial advantage and that copies bear this notice and the full citation on the first page. Copyrights for components of this work owned by others than ACM must be honored. Abstracting with credit is permitted. To copy otherwise, or republish, to post on servers or to redistribute to lists, requires prior specific permission and/or a fee. Request permissions from [email protected]

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SIGCHI: ACM Special Interest Group on Computer-Human Interaction

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Association for Computing Machinery

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Published: 28 February 2015

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CSCW '15: Computer Supported Cooperative Work and Social Computing

March 14 - 18, 2015

BC, Vancouver, Canada

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CSCW '15 Paper Acceptance Rate 161 of 575 submissions, 28%;

Overall Acceptance Rate 2,235 of 8,521 submissions, 26%

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Cited By

Bucher ADolata MEckhardt SStaehelin DSchwabe G(2024)Talking to Multi-Party Conversational Agents in Advisory Services: Command-based vs. Conversational InteractionsProceedings of the ACM on Human-Computer Interaction10.1145/36330728:GROUP(1-25)Online publication date: 16-Feb-2024
https://dl.acm.org/doi/10.1145/3633072
Staehelin DDolata MSchwabe G(2024)Calm Advice: How Digitalizing Pen-and-Paper Practices Improves Financial Advice-GivingBusiness & Information Systems Engineering10.1007/s12599-024-00879-2Online publication date: 18-Jun-2024
https://doi.org/10.1007/s12599-024-00879-2
Eckhardt SKnaeble MBucher AStaehelin DDolata MAgotai DSchwabe G(2023)“Garbage In, Garbage Out”: Mitigating Human Biases in Data Entry by Means of Artificial IntelligenceHuman-Computer Interaction – INTERACT 202310.1007/978-3-031-42286-7_2(27-48)Online publication date: 25-Aug-2023
https://doi.org/10.1007/978-3-031-42286-7_2
Dolata MSchubiger SAgotai DSchwabe G(2021)Changing Things so (Almost) Everything Stays the Samei-com10.1515/icom-2021-002620:3(229-252)Online publication date: 27-Nov-2021
https://doi.org/10.1515/icom-2021-0026
Dolata MAgotai DSchubiger SSchwabe G(2019)Pen-and-paper Rituals in Service InteractionProceedings of the ACM on Human-Computer Interaction10.1145/33593263:CSCW(1-24)Online publication date: 7-Nov-2019
https://dl.acm.org/doi/10.1145/3359326
Dolata MSchwabe G(2017)Tuning in to More Interactivity – Learning from IT Support for Advisory Service Encountersi-com10.1515/icom-2016-004216:1(23-33)Online publication date: 5-Apr-2017
https://doi.org/10.1515/icom-2016-0042
Gunaratne JBurke JNov OLee CPoltrock SBarkhuus LBorges MKellogg W(2017)Empowering Investors with Social Annotation When Saving for RetirementProceedings of the 2017 ACM Conference on Computer Supported Cooperative Work and Social Computing10.1145/2998181.2998253(1066-1081)Online publication date: 25-Feb-2017
https://dl.acm.org/doi/10.1145/2998181.2998253
Dolata MSchwabe G(2017)Paper Practices in Institutional TalkComputer Supported Cooperative Work10.1007/s10606-017-9279-826:4-6(769-805)Online publication date: 1-Dec-2017
https://dl.acm.org/doi/10.1007/s10606-017-9279-8
Gunaratne JNov O(2017)Using interactive "Nutrition labels" for financial products to assist decision making under uncertaintyJournal of the Association for Information Science and Technology10.1002/asi.2384468:8(1836-1849)Online publication date: 1-Aug-2017
https://dl.acm.org/doi/10.1002/asi.23844

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