Search for dissertations about: "financial advisors"

Showing result 1 - 5 of 11 swedish dissertations containing the words financial advisors.

2. 1. Financial Advisory Services : Exploring relationships between consumers and financial advisors

   Author : Inga-Lill Söderberg; Kent Eriksson; Misse Wester; Mats Edenius; KTH; []
   Keywords : SOCIAL SCIENCES; SAMHÄLLSVETENSKAP; SAMHÄLLSVETENSKAP; SOCIAL SCIENCES; financial advice; conusmer finance; financial services; financial decisioin making; risk perception; relationship; working alliance;

   Abstract : The need for more knowledge about different aspects of financial advisory services has been highlighted by scholars of many disciplines, and calls for more in-depth studies of this practice have been put forward. The purpose of this thesis is to answer this call and, thereby, enhance knowledge about financial advisory services and the provision and receipt of advice occurring in a face-to-face encounter between a professional advisor and a consumer. READ MORE

4. 2. Visualizing Financial Futures

   Author : Susanna Heyman; Henrik Artman; Inga-Lill Söderberg; Mario Romero Vega; Jenny Säve-Söderbergh; KTH; []
   Keywords : ENGINEERING AND TECHNOLOGY; TEKNIK OCH TEKNOLOGIER; TEKNIK OCH TEKNOLOGIER; ENGINEERING AND TECHNOLOGY; Human-computer interaction; personal finance; fintech; behavioral economics; retirement saving; persuasive technology; financial literacy; data visualization; graph perception; external cognition; distributed cognition; Människa-datorinteraktion; Human-computer Interaction;

   Abstract : Research on financial decision aids, systems designed to help people make financial decisions, is sparse. Previous research has often focused on the theoretical soundness of the advice that the systems provide. READ MORE

5. 3. Understanding the relationships between bank-customer relations, financial advisory services and saving behavior

   Author : Cecilia Hermansson; Kent Eriksson; Lars Engwall; KTH; []
   Keywords : Saving behavior; consumer finance; consumer financial decision making; financial services; relationship marketing; exchange forms; saving motives; risk attitudes; financial literacy; Företagsekonomi; Business Studies;

   Abstract : While the saving environment has become more complex in recent years, so has the demand for individual activity. Important impetuses include financial deregulation, globalization, technological change, and reformed pension systems. READ MORE

6. 4. A tale of two FinTech solutions : Loyalty in mobile bank applications and initial trust in financial robo-advisors

   Author : Mustafa Nourallah; Peter Öhman; Christer Strandberg; Tommy Roxenhall; Duc Khuong Nguyen; Mittuniversitetet; []
   Keywords : SOCIAL SCIENCES; SAMHÄLLSVETENSKAP; SAMHÄLLSVETENSKAP; SOCIAL SCIENCES; FinTech; loyalty; young bank customers; Mobile bank applications; initial trust; young retail investors; financial robo-advisors;

   Abstract : This thesis on financial technology (FinTech) solutions consists of twosuccessive phases, each including two articles. The first phase targets the loyalty of young bank customers (YBCs) to mobile bank applications (MBAs). READ MORE

7. 5. Understanding Customers in AI-empowered Financial Advisory Systems and Services : An interdisciplinary study of Robo-advisors

   Author : Hui Zhu; Inga-Lill Söderberg; Eva-Lotta Sallnäs; Jakob Tholander; KTH; []
   Keywords : SOCIAL SCIENCES; SAMHÄLLSVETENSKAP; SOCIAL SCIENCES; SAMHÄLLSVETENSKAP; SAMHÄLLSVETENSKAP; SAMHÄLLSVETENSKAP; SOCIAL SCIENCES; SOCIAL SCIENCES; Företagsekonomi; Business Studies;

   Abstract : AI-empowered financial advisory services, also known as robo-advisors, present both innovations and challenges as they replace human financial advisors, reshape customer service, and attract customers with different characteristics than their predecessors. Therefore, it is more important than ever for financial service providers to understand customers’ perception and experience of using robo-advisors on the service front line. READ MORE