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Applying BI to Financial Planning Challenges (Episode 74)
Manage episode 425968030 series 3582853
Konten disediakan oleh Kirstin Appelt. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Kirstin Appelt atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Brett Cloutier, Senior Research Manager at ATB Financial.
From the BI perspective, personal finance is a classic example of an intertemporal choice problem where spending tomorrow depends on planning and saving today. Brett Cloutier is a UX/CX researcher who has added this type of BI lens to his work exploring barriers and solutions for financial planning. We talk about the importance of financial plans, areas of opportunity for BI, and the value of using qualitative research to complement quantitative research.
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