“Enforced” vs. “Casual” Transparency -- Findings from IT-Supported Financial Advisory Encounters

What You See Is What You (Can) Get? Designing for Process Transparency in Financial Advisory Encounters

In this paper, we report on a study to establish process transparency in service encounters of financial advisors and their clients. To support their interaction, we implemented a cooperative software system for tabletops, building on transparency patterns suggested by the literature. In evaluations, however, we found that our design did not improve the perceived transparency and comprehensibil...

Designing for Cost Transparency in Investment Advisory Service Encounters

Investment advisory services of financial service providers (FSPs) exhibit several characteristics that are detrimental to advisory quality. The interaction of advisor and client is strained by a lack of transparency regarding the advisory process (what activities are performed and why) and the information used therein (what information is used for what purpose and with what effect), as well as...

IT Financial Management-Cost transparency and effective IT governance

Transparency in Canadian public drug advisory committees.

BACKGROUND Transparency in health care resource allocation decisions is a criterion of a fair process. We used qualitative methods to explore transparency across 11 Canadian drug advisory committees. METHODS We developed seven criteria to assess transparency (disclosure of members' names, disclosure of membership selection criteria, disclosure of conflict of interest guidelines and members' c...

Knowledge Fusion for Financial Advisory Applications

In the paper we present a design of a decision support system for the fully automated controlled retrieval of fiscal information, which is being continuously collected from a variety of sources, mainly from the global computer network. This system extends the idea of data mining to the notion of knowledge retrieval. The collected information is processed in a knowledge-intensive way using knowl...