Tackling User Research Challenges within the Finance Industry.

We present a case study illustrating how a user experience (UX) team performs user research in the finance industry. In particular, we focus on the impact of salespeople and financial professionals on how the research is conducted. Challenges stemming from this--such as recruitment, time constraints, and conflicting expectations--and potential ways to mitigate them are discussed. Our work contributes to an understanding of how to do research in time-sensitive, high pressure environments while also working with gatekeepers to accessing users.