DALBAR has recently expanded the usability testing silo of the business due to client demand.
Conducting usability interviews with financial advisors, brokers, consultants and investors can help our clients gain insight into who their customers are, what they want, and how they interact with their product. Usability interviews inform the marketing plan, the user interface operation, specification and design, and the implementation plan. Validated by usability testing, advisor and investor profiles form a critical schematic for all user research and design efforts.
Conducting advisor and investor interviews tells a holistic story about each type of investor who might use your product.
By conducting usability interviews DALBAR can help you gain critical insight into what is important to your investors, how they might use your product, and perhaps more importantly, reasons why they would not use your product. To book your strategy session now, please contact Jody Bullen, Director of Strategy 416.777.1103 ext 225 or
