Reflection – Visualization

Challenge & Selection

Visualization is a great tool in that it gives a clear idea when sharing your thoughts to others.

When sharing your thoughts with others, you usually confront several problems. Even though you

think you have told everything to explain about a subject, the degree of understanding would be

different according to the level of information others have. However, visualization gives you an

idea what the subject is all about because you can visualize. For example, people may come up

with different images even though they read the same book whilst they all can come up with

exactly same image when watched the same movie.

I work in a financial industry where I have to provide clients with the best portfolios of financial

products consisting of stocks, funds, fixed income and etc. It’s quite challenging to tell what

portfolios would best suit for the client because every client has different background in financial

product. Some might have high level of understanding while others have only basic ideas. So I

began to explain by using the visualization tool to better explain.

Application

Even though the investment can be best explained in numbers(how profitable you are in

percentage(%)) as its purpose it to gain as much profit as possible, I decided to draw images of

financial products on a power point program by using some friendly images which I thought best

explain the financial product and uploaded on an iPad screen. In this way, not only was I able to

better organize portfolios for each different client and they were very satisfied to see their

portfolios in the form of image.

I wanted to be sure that all of the client understands what their portfolios would look like so I

presented images of various financial products put in one basket and etc. By using the image of

portfolio that was constructed for the specific client, we both could be on the same page and

also if any changes needed to be made we could simply remove or revise the images on the

screen. In this way, it saved us lots of valuable time and provided very clear ideas what the

portfolio would look like. This improved client’s satisfaction which usually led to confusion and

sometimes even to an argument trying to relocate where we are.

It may not be the best way to consult clients but I figured it’s very convenient because most of

the people are comfortable with images and the computer screen.

Insight & Approach

Thanks to this tool, I was able to figure out that for everybody’s better understanding you should

show what your thoughts look like. In that sense, visualization is very helpful to generate

collaborative environment between the provider and the client. Because, by doing so, we were

able to share each one’s thought which otherwise could be unclear leading to confusion or

misunderstanding. Having gone through this process, in addition, I also learned how different

point of views could be connected and create a suitable solution.

Based upon this experience, I’ve been using the visualization for my clients and will keep applying

going forward as I think it’s very useful to connect us.


Reflection – Visualization Challenge & Selection Visualization is a great tool in that it gives a clear idea when sharing your thoughts to others . When sharing your thoughts with others , you usually confront several problems . Even though you think you have told everything to explain about a subject , the degree of understanding would be different according to the level of information others have . However , visualization gives you an idea what the subject is all about because you can visualize . For example , people may come up with different images even though they read the same book whilst they all can come up with exactly same image when watched the same movie . I work in a financial industry where I have to provide clients with the best portfolios of financial products consisting of stocks , funds , fixed income and etc . It ’s quite challenging to tell what portfolios would best suit for the client because every client has different background in financial product . Some might have high level of understanding while others have only basic ideas . So I began to explain by using the visualization tool to better explain . Application Even though the investment can be best explained in numbers(how profitable you are in percentage(% ) ) as its purpose it to gain as much profit as possible , I decided to draw images of financial products on a power point program by using some friendly images which I thought best explain the financial product and uploaded on an iPad screen . In this way , not only was I able to better organize portfolios for each different client and they were very satisfied to see their portfolios in the form of image . I wanted to be sure that all of the client understands what their portfolios would look like so I presented images of various financial products put in one basket and etc . By using the image of portfolio that was constructed for the specific client , we both could be on the same page and also if any changes needed to be made we could simply remove or revise the images on the screen . In this way , it saved us lots of valuable time and provided very clear ideas what the portfolio would look like . This improved client ’s satisfaction which usually led to confusion and sometimes even to an argument trying to relocate where we are . It may not be the best way to consult clients but I figured it ’s very convenient because most of the people are comfortable with images and the computer screen . Insight & Approach Thanks to this tool , I was able to figure out that for everybody ’s better understanding you should show what your thoughts look like . In that sense , visualization is very helpful to generate collaborative environment between the provider and the client . Because , by doing so , we were able to share each one ’s thought which otherwise could be unclear leading to confusion or misunderstanding . Having gone through this process , in addition , I also learned how different point of views could be connected and create a suitable solution . Based upon this experience , I ’ve been using the visualization for my clients and will keep applying going forward as I think it ’s very useful to connect us .