Next Generation Financial Guidance Tool

Feng Hai

EECS Department
University of California, Berkeley
Technical Report No. UCB/EECS-2014-69
May 14, 2014

http://www.eecs.berkeley.edu/Pubs/TechRpts/2014/EECS-2014-69.pdf

Our capstone project is a “Next Generation Financial Guidance Tool,” an interactive website that exploits the concept of gamification to target Gen Y customers. We aim to provide millennial customers with a great user experience and high-quality financial guidance while at the same time helping our industry sponsor, Fidelity Investments, establish a strong connection to these customers. In this website users can learn to make wiser investments by setting their own financial goals and choosing different portfolios to realize them. They can get the latest financial news and—more importantly—share their experience of the website with friends through social media such as Facebook and Twitter. This project has 4 essential components: market research and analysis, Balsamiq Mockups design, website implementation, and feedback from potential customers.

Keywords: financial guidance; interactive game; portfolio modeling; web design

Advisor: Lee Fleming and David Allstot


BibTeX citation:

@mastersthesis{Hai:EECS-2014-69,
    Author = {Hai, Feng},
    Title = {Next Generation Financial Guidance Tool},
    School = {EECS Department, University of California, Berkeley},
    Year = {2014},
    Month = {May},
    URL = {http://www.eecs.berkeley.edu/Pubs/TechRpts/2014/EECS-2014-69.html},
    Number = {UCB/EECS-2014-69},
    Abstract = {Our capstone project is a “Next Generation Financial Guidance Tool,” an interactive website that exploits the concept of gamification to target Gen Y customers. We aim to provide millennial customers with a great user experience and high-quality financial guidance while at the same time helping our industry sponsor, Fidelity Investments, establish a strong connection to these customers. In this website users can learn to make wiser investments by setting their own financial goals and choosing different portfolios to realize them. They can get the latest financial news and—more importantly—share their experience of the website with friends through social media such as Facebook and Twitter. This project has 4 essential components: market research and analysis, Balsamiq Mockups design, website implementation, and feedback from potential customers.

Keywords: financial guidance; interactive game; portfolio modeling; web design}
}

EndNote citation:

%0 Thesis
%A Hai, Feng
%T Next Generation Financial Guidance Tool
%I EECS Department, University of California, Berkeley
%D 2014
%8 May 14
%@ UCB/EECS-2014-69
%U http://www.eecs.berkeley.edu/Pubs/TechRpts/2014/EECS-2014-69.html
%F Hai:EECS-2014-69