Hello, Paige;
Which specific audience do you have in mind? "Finance" is way broad (I've
only done about a quarter century of work designing stuff for Financial
audiences ...;)
This can include institutional traders, retail brokers/"wealth managers",
funds managers/trust officers, small businesses needing to make credit
decisions, and individual customers with various levels of sophistication,
e.g. someone monitoring their retirement plan, online banking and bill-payers,
active traders, credit card users, etc.
These tend to be rather different audiences with very different requirements.
Also, venue (place of use) makes a difference - do I want to check my account
from a workplace where I generally do something else (like designing websites
- so I want to get in and out and transact quickly)? or is my job "finance" so
I have the time to access a richer information set and use more analytic tools
to support my financial decision making and transacting for my job?
Some general things about "finance" interactions
(1) they tend to be information dense
(2) information often changes rapidly
(3) you often need to see a history (transactions, or market trend)
(4) it's easy to make [user] mistakes and the client company doesn't want to
be liable.
So UI, especially presentation, "reasonableness test (in case of a
transaction, etc.) can be rather important.
So let's answer the user questions (personna, purpose of interaction,
venue, device) and then get I'll be able to help you more ...
Good luck
=harry=
1 917.696.0707
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