Compliance by Design for Robo Advisors: A Case Study of SEB Robo Advisor
Name
Veronika Moskalenko
Abstract
This paper examines the intersection of user-centered design, regulatory compliance, and data privacy in the financial technology sector, with a focus on optimizing the onboarding journey of SEB robo-advisor through compliance-by-design principles by employing a case study methodology to investigate the challenges and opportunities presented by this complex topic. SEB's analysis of robo-advisors serves as an example for broader administrative issues and aims to derive practical insights into theory and practice. Through narrative-driven analysis and stakeholder engagement, the project will contribute to the ongoing debate on user-centered design in financial technology, aiming to improve the user experience while ensuring regulatory compliance.
Graduation Thesis language
English
Graduation Thesis type
Master - Innovation and Technology Management
Supervisor(s)
Fredrik Payman Milani
Defence year
2024