Applying BI to Financial Planning Challenges (Episode 74)

from Calling DIBS · host Kirstin Appelt

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.

Episode metadata supplied by the publisher feed · Published Feb 7, 2024

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Applying BI to Financial Planning Challenges (Episode 74)

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