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完整後設資料紀錄
DC 欄位 | 值 | 語言 |
---|---|---|
dc.contributor.advisor | 林博文 | zh_TW |
dc.contributor.advisor | Bou-Wen Lin | en |
dc.contributor.author | 余姿函 | zh_TW |
dc.contributor.author | Tzu-Han Yu | en |
dc.date.accessioned | 2024-02-22T16:39:49Z | - |
dc.date.available | 2024-02-23 | - |
dc.date.copyright | 2024-02-22 | - |
dc.date.issued | 2023 | - |
dc.date.submitted | 2024-02-06 | - |
dc.identifier.citation | 英文文獻
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dc.identifier.uri | http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/91773 | - |
dc.description.abstract | 本研究旨在探討以設計思考方法為基礎的數位金融直銷服務的優化與設計。個案公司F投信被選為研究對象,本研究分析其數位金融直銷服務的問題與挑戰。本研究採用質性研究方法,透過設計思考三個階段的分析,包括靈感階段、發想階段和實施階段,來提升F投信的數位金融直銷服務品質。
在靈感階段,本研究首先觀察和了解客戶的投資需求和行為,並分析現有的直銷服務。接著,透過市場研究和競爭分析,研究了其他金融機構在數位化服務方面的成功案例,以尋找創新的設計點子。同時,個案公司參考國外的使用者數據,進行使用者洞察和需求分析,以確定解決客戶痛點的方案。在發想階段,研究基於使用者洞察,產生了具體的服務設計點子。本研究著重於提升使用者介面友好性、加強交易執行效率、開發手機版交易平台等方面的設計。在實施階段,本研究設計和實施了改善措施,包括技術可行性評估、成本效益分析和風險管理。同時,個案公司進行了原型測試和用戶反饋收集,並進行相應的調整和優化。本研究著重評估服務品質的不同面向,如可靠性、回應性、確實性、同理心和有形物等,以了解客戶的真實體驗與感受。 未來展望方面,本研究指出個案公司仍需要持續優化並改善數位金融直銷服務品質,其中包括解決基金瀏覽中的問題、提升回應性,以及加強個人化投資方面等服務。本研究結果可為個案公司提供指引,以應對市場變化和客戶需求的挑戰。 | zh_TW |
dc.description.abstract | This study aims to explore the optimization and design of digital financial direct sales services based on the principles of design thinking. The case company, F Fund Management, was selected as the research subject to analyze the challenges and issues faced in its digital financial direct sales services. Qualitative research methods were employed in this study, using a three-stage analysis including the inspiration stage, ideation stage, and implementation stage to enhance the quality of F Fund Management''s digital financial direct sales services.
In the inspiration stage, the study first observed and understood customer needs and behaviors, and analyzed existing direct sales services. Market research and competitive analysis were conducted to study successful cases of digitized services in other financial institutions, aiming to discover innovative design ideas. Additionally, the case company referred to user data from overseas to gain user insights and conduct demand analysis in order to identify solutions to address customer pain points. In the ideation stage, the study generated specific service design ideas based on user insights, with a focus on enhancing user interface friendliness, improving transaction execution efficiency, and developing a mobile version of the trading platform. In the implementation stage, the study designed and implemented improvement measures, including technical feasibility evaluation, cost-benefit analysis, and risk management. Prototype testing and user feedback collection were conducted, followed by necessary adjustments and optimizations. This study focuses on evaluating different aspects of service quality, such as reliability, responsiveness, tangibles, empathy, and assurance, to understand customers'' real experiences and perceptions. In terms of future prospects, the study indicates that the case company still needs to continuously optimize and improve its digital financial direct sales services. This includes addressing issues related to fund browsing, improving responsiveness, and enhancing personalized investment services. The research findings can provide guidance for the case company to respond to market changes and meet customer demands. | en |
dc.description.provenance | Submitted by admin ntu (admin@lib.ntu.edu.tw) on 2024-02-22T16:39:48Z No. of bitstreams: 0 | en |
dc.description.provenance | Made available in DSpace on 2024-02-22T16:39:49Z (GMT). No. of bitstreams: 0 | en |
dc.description.tableofcontents | 口試委員會審定書 i
謝辭 ii 摘要 iii Abstract iv 目次 vi 圖次 viii 表次 ix 第一章 緒論 1 第一節 研究動機 1 第二節 研究目的 1 第三節 研究架構 2 第二章 文獻探討 3 第一節 質性研究 3 第二節 數位化 3 第三節 服務品質 4 第四節 設計思考 6 第三章 研究方法 10 第四章 基金產業背景 11 第一節 基金介紹 11 第二節 各國基金產業介紹 13 第三節 基金通路介紹 18 第五章 個案公司分析 22 第一節 個案公司簡介 22 第二節 個案公司數位金融直銷服務概述 25 第三節 設計思考在提升F投信數位金融直銷服務品質的應用 28 第六章 結論與建議 34 第一節 管理意涵 34 第二節 研究限制與後續研究建議 36 參考文獻 37 | - |
dc.language.iso | zh_TW | - |
dc.title | 提升數位金融直銷服務品質的設計思考:以F投信為例 | zh_TW |
dc.title | Design Thinking for Enhancing the Quality of Digital Financial Direct Sales Services: A Case Study of F Securities Investment Trust Company | en |
dc.type | Thesis | - |
dc.date.schoolyear | 112-1 | - |
dc.description.degree | 碩士 | - |
dc.contributor.coadvisor | 劉念琪 | zh_TW |
dc.contributor.coadvisor | Nien-Chi Liu | en |
dc.contributor.oralexamcommittee | 吳肜泰;郭佳怡 | zh_TW |
dc.contributor.oralexamcommittee | Rung-Tai Wu;Chia-I Kuo | en |
dc.subject.keyword | 質性研究,設計思考,共同基金,數位化,服務品質, | zh_TW |
dc.subject.keyword | Qualitative research,design thinking,mutual funds,digitization,service quality, | en |
dc.relation.page | 39 | - |
dc.identifier.doi | 10.6342/NTU202400555 | - |
dc.rights.note | 未授權 | - |
dc.date.accepted | 2024-02-16 | - |
dc.contributor.author-college | 管理學院 | - |
dc.contributor.author-dept | 商學研究所 | - |
顯示於系所單位: | 商學研究所 |
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