User-Centered Screeners: Balancing Accessibility and Effectiveness

Datagrids and screeners proliferate across financial markets - and are often at the center of how market participants engage with data and make decisions. But research suggests that users struggle to get results from the tools they are using due to a wide variety of issues. The result - investors don’t get to the end of their stock or fund selection process - and fail to rebalance or trade. Institutional investors don’t generate the ideas that lead to outperformance, or bankers fail to spot the next IPO or M&A opportunity.

Fundamentally, screeners are tools that enable users to make data-driven decisions in a transparent and understandable way. The inputs are a combination of hard facts (the data) and assumptions and/or criteria. But the ability of the tool to deliver good results is largely driven by the usability of the tool, as it is inherently a human interface to potentially large and complex data.  

Unlike other data analytics solutions, screeners typically lack comprehensive statistical analysis of the underlying data, unless such measures are already included in the data. Screeners are largely numeric, but can also include non-numeric data. The data is often sourced from multiple data sets.

Screeners also suffer from usability challenges - with antiquated designs, inflexibility, and poor interoperability. Meanwhile, the very act of touching the product can trigger the need to implement new and more stringent accessibility standards that at best are hard to interpret, and at worst almost impossible to apply to a grid or screener use case!

What You'll Learn

• The Current State of Screeners: Understand the widespread use of screeners in financial markets and the challenges they pose for users.
• The Limitations of Traditional Screeners: Explore the shortcomings of existing screeners, including their lack of statistical analysis, usability issues, and accessibility concerns.
• ‍Expero's Approach to Rethinking Screeners: Discover how Expero is addressing these challenges through innovative design and technology.
• Accessibility in Screener Design: Learn about the importance of accessibility standards and how Expero is implementing them in their screener solutions.‍
• The Future of Screeners: Gain insights into emerging trends and technologies that will shape the future of screeners, such as AI integration and composability.
• The Case for Upgrading Your Screener: Understand why now is the right time to invest in a modern, user-friendly screener to enhance your organization's efficiency and decision-making capabilities.

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