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Panel [clear filter]
Thursday, October 25
 

10:25am PDT

(Panel) Designing for Financial Wellbeing: Harley Manning, Forrester Research
Can we design financial services and products that are good for business and good for people? This panel will discuss Financial Wellbeing - How do we define it? How do we measure it? How do we design products to achieve it? We'll explore how companies might find ways to build products and services that help drive financial health while also drive business results.

Speakers
avatar for Caryn Gallis

Caryn Gallis

Senior UX Designer, Prudential Financial
Caryn Gallis is a Lead UX Designer for Prudential Financial in the Workplace Solutions Group. Currently, she is working hard spreading design thinking in the organization through Design Sprints. She has crafted an internal Design Sprint facilitator training program that utilizes improve... Read More →
avatar for Melissa Gopnik

Melissa Gopnik

Senior Vice President, Commonwealth (formerly D2D Fund)
Melissa Gopnik is a Senior Vice President at Commonwealth. In this role she leads the Design, Piloting, Communications, Talent, and Finance functions. Throughout her career, Ms. Gopnik has combined her talents in strategic planning, program development, research and training with... Read More →
avatar for Mimi Joy

Mimi Joy

Director, Strategic Partnerships, CFSI Innovation
Mimi Joy leads CFSI’s partnership program and the expansion of the member network. This involves working with diverse organizations focused on the delivery of products, services, and experiences that generate positive outcomes for the financial health of consumers.As a career veteran... Read More →
avatar for Harley Manning

Harley Manning

Vice President, Customer Experience, Forrester Research
Harley Manning is vice president and research director of the customer experience practice at Forrester Research, and the co-author of “Outside In: The Power of Putting Customers at the Center of Your Business.” He launched Forrester’s customer experience research coverage when he joined the firm in 1998. Today Harley leads a research team that covers topics ranging from customer experience strategy to building a customer-centric culture... Read More →
avatar for Christy Mylks

Christy Mylks

User Experience Research Lead, FICO
Experienced user experience (UX) and usability professional with 10+ years conducting user research and working with a team to design large-scale systems for Fortune 500 companies and nonprofits. A self-starter who needs little supervision and is able to think creatively, work with... Read More →
avatar for Joy Surles

Joy Surles

UX, Content Strategy and Web Accessibility, Ally Bank
Specialties: Writing for the web, web accessibility, education, teaching, user experience design, content strategy, mobile content strategy, UX content strategy, how-to articles, email marketing, buying guides, promotional copy, Search Engine Optimization (SEO), online reputation... Read More →


Thursday October 25, 2018 10:25am - 11:05am PDT
Forum

1:25pm PDT

(Panel) Ethical Considerations in Designing for Financial Behavior Change
When Facebook launched its News Feed feature in 2006, they thought it would bring people closer together. What they found was the algorithms designed to show people what they wanted worked a little too well, creating information bubbles rarely pierced by opposing viewpoints and unintentionally creating polarized sub-communities.
 
Every time we design a product to change people’s financial behaviors, we have the potential to create another version of the Facebook “News Feed”; a product with good intentions that fails to account for bad actors, worst case scenarios, and with flaws in the underlying design that could produce unintended results. When we design for behavior change, we must wrestle with ethical dilemmas ranging from the obvious to the subtle. On this panel, we explore what we can do in our roles as behavior change experts and designer leaders to create products that don’t produce unintended results because of inherent biases.

Speakers
avatar for Jen Briselli

Jen Briselli

VP, Experience Strategy & Service Design, Mad*Pow
As VP, Experience Strategy & Service Design at Mad*Pow, Jen Briselli leverages experience strategy and design thinking to create innovative financial experiences and compelling digital solutions that are good for people and good for business. She has an insatiable curiosity and passion... Read More →
avatar for Carly França

Carly França

Director, UX Design, Fidelity Labs
Carly França was raised on the mean country roads of Boise, Idaho. She Studied Graphic Design and Advertising Design at the Art Institute of Colorado and the Art Institute of San Diego, CA. She spent her most formidable years working for a local marketing automation software startup... Read More →
avatar for Amy Bucher, Ph.D.

Amy Bucher, Ph.D.

Behavior Change Design Director, Mad*Pow
Amy Bucher, Ph.D., works in Behavior Change Design at Mad*Pow, a purpose-driven strategic design agency in Boston. Amy focuses on crafting engaging and motivating experiences that help people change behaviors that contribute to physical, mental, and financial health and well-being... Read More →
avatar for Matthew Rutledge, Ph.D.

Matthew Rutledge, Ph.D.

Associate Professor, Boston College Department of Economics
Matthew S. Rutledge is an associate professor of the practice in the Boston College Department of Economics, where he teaches courses in statistics, microeconomic theory, and the public policy of aging.  He is also a research fellow at the Center for Retirement Research at Boston... Read More →
avatar for Danielle Blanch Hartigan, PhD

Danielle Blanch Hartigan, PhD

Assistant Professor, Behavioral Scientist, Bentley University
Danielle Blanch Hartigan, PhD, MPH is an Assistant Professor in the Department of Natural and Applied Sciences at Bentley University in Waltham, MA.  She is Director of Bentley’s Health Thought Leadership Network (www.bentley.edu/healthTLN), a collaborative network of Bentley faculty and external stakeholders bridging boundaries of academia and industry to empower healthcare change. Her interdisciplinary research in psychology and public health aims to improve the patient experience and foster patient-centered care through better communication. Dr. Blanch Hartigan has a PhD in... Read More →
avatar for Skyler Place, PhD

Skyler Place, PhD

Chief Behavioral Science Officer, Cogito
Dr. Skyler Place combines decades of psychological theory with cutting edge behavioral data to drive positive behavior change. He influences product capabilities and provides thought leadership to clients within enterprise sales and service operations. His team of behavioral scientists... Read More →


Thursday October 25, 2018 1:25pm - 2:05pm PDT
Forum