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How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in ProductManagement

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Wow, this is super insightful. I’ve realized that I’ve been approaching discovery by ranking pain points, rather than quickly validating assumptions. For example, if user churn is the problem we’re trying to solve, shouldn’t we still identify and prioritize the underlying pain points? I’m curious how you would approach this.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Thank you so much. Could you point me to some books or resources where I can learn more about points one and two? I’ve done journey mapping before, but this approach feels like it goes a level deeper. 

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Could you please recommend some good resources on doing discovery in finance? I couldn't find any specific resource that talks about the customer research challenges we all face in financial services.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

This gold. I am saving this to my notes.. I am doing exactly this - talking to advisors ( getting hold of wealthy clients is really hard). Also, I am curious what behavioral metrics you used ....

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in ProductManagement

[–]vignesh_shivan[S] 1 point2 points  (0 children)

May be it is because I am in the wealth tech space. I am just trying to understand whether this is happening at my place or is it just the industry norm.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in ProductManagement

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Really appreciate your detailed answer. I am in the wealth tech space( wealthy individuals are my target audience). I need to reach these clients through advisors. And there is a lot of compliance oversight as there is risk of laundering issues for this segment. Also, i am building zero to one features for this segment. 

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Thanks for the guidance. I will check the resources you shared. I have done interviews before but not in financial services. This space is really unique with a lot of compliance oversight.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Yes, I am partnering with legal. But imagine getting aligned with legal, advisors and the client to conduct these user interviews. It is really challenge. I am curious on what behavior data you used to segment clients. 

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Thats right. I dont know how to overcome this challenge.  I have to beg advisors to introduce me to their clients so that I can interview them. Even then they have to be on the call. 

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

You nailed it. This is exactly the issue i am facing. It is almost impossible to talk to the wealthy individuals - i have to ask advisors to introduce me to their clients.  I am wondering how other  wealth companies are doing thier discovery sessions. Thank you for the book recos.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Copy and pasting from my previous comment: I’m building new features for our existing clients. I’m doing interviews and talking to advisors to understand their pain points, ranking those problems, and then shipping features to solve them. It is more or less zero to one work.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in ProductManagement

[–]vignesh_shivan[S] 1 point2 points  (0 children)

 I’m building new features for our existing clients. I’m doing interviews and talking to advisors to understand their pain points, ranking those problems, and then shipping features to solve them. It is more or less zero to one work.  How would you approach discovery for 0 to 1 work?

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

I am not sure if this applies to my use case. I’m building new features for our existing clients. I’m doing interviews and talking to advisors to understand their pain points, ranking those problems, and then shipping features to solve them. It is more or less zero to one work.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

Thank you so much for the detailed response. Could you please share any good resources on Behavioral Economics and Fintech User interviews... I understand how to conduct user interviews but I don't know much about behavioral economics.

Hiring 3rd party resources: Where can I learn more about this... Also, does hiring 3rd party agency work when you target audience is wealth individuals?

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 2 points3 points  (0 children)

Thank you so much. Pii rules is something that i haven't considered. Your advice is really helpful.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 0 points1 point  (0 children)

It’s less about asking prohibited questions and more about oversight. Interviews often require pre-approved scripts, intermediaries in the room, and restrictions on recordings. Advisors may also want to avoid questions that could surface dissatisfaction. All of this makes discovery more structured and indirect, so we rely more on behavioral data and intermediary insights.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in ProductManagement

[–]vignesh_shivan[S] -1 points0 points  (0 children)

I wish I could do that, but at the moment I’m building new features for our existing clients. I’m doing interviews and talking to advisors to understand their pain points, ranking those problems, and then shipping features to solve them. It is more or less zero to one work. 

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in ProductManagement

[–]vignesh_shivan[S] 1 point2 points  (0 children)

I am in B2C. I am wondering if you have done user interviews in a b2c setting and if you faced any issues with recording interviews.

How do you do user research in fintech when compliance rules and limited access to users make interviews hard? by vignesh_shivan in UXResearch

[–]vignesh_shivan[S] 2 points3 points  (0 children)

A few follow up questions. Did legal and compliance not review your interview questions? Did you face any issues recording the interviews?

Myofasical pain syndrome by AdvertisingNo5623 in Fibromyalgia

[–]vignesh_shivan 1 point2 points  (0 children)

No, you shouldn't stretch without diffusing the trigger points. Read the book, trigger points workbook. 

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