Listening Data Collection Concerns and Ethics, port QI

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    Peoples Mindsets towards Collecting Conversations: A Preliminary Study

    Presented by: Stephen D. Rappaport, QuestioningInstitutePresented to: AIMRI, April 27, 2012

    Authors: Stephen D. Rappaport, The ARF; Howard R.Moskowitz, MJI; Tom Woodnutt, ConversationsStrategist

    You Listening to Me?

    http://www.google.com/imgres?imgurl=http://qcpages.qc.edu/Philo/IMAGES/Q-logo1.gif&imgrefurl=http://qcpages.qc.edu/Philo/&h=105&w=125&sz=2&tbnid=vdd115mukxHDvM:&tbnh=76&tbnw=90&prev=/images?q=Queens+college+logo&zoom=1&q=Queens+college+logo&usg=__XThpvnnd-BV8-sSc59x07e1hK_E=&sa=X&ei=D2mmTIbbBMXflgep5KQZ&ved=0CCAQ9QEwAw
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    Background

    Listening adoption Research societies issuepractice and ethics guidelines Question: How concernedare people about havingtheir conversationscollected? Which practicesare ethical?

    Aim: Contribute to industryunderstanding so thatconversation collection is inthe best interests of companiesand people

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    DEVELOPED ELEMENTS FOR VIGNETTES

    ANALYZED DATA

    SURVEY

    STUDY POPULATION: Adults 18+

    TotalSample

    Seg1 SelfDrivenOnline

    BankingSeekers

    Seg2Technology/

    HighSecuritySeekers

    Seg3Collaborative

    OnlineSeekers

    Seg4 PersonalTouchwith

    Technology

    Base Size: (267) (105) (50) (59) (53)Constant: 31 34 28 31 26

    OC1Connect onlinein'realtime'with acustomer repviainstantmessaging, voiceover IPor videoconferencingviayourcomputer 0 2 2 5 -13

    OC3 Faster loanapplicationprocessworkinrealtimeonlinewith aloan officer 0 0 -8 12 -8

    OC4O ur bank'scustomer servicerepswillhelpyou browseanduseour online banking services -1 0 -6 10 -10

    OC2Use our onlinetooltofindandscheduleat your convenienceanonlineworkingsessionwithanexpert suchasinvestment broker,insuranceagent, and/or loanofficer -3 1 -11 6 -12

    ON3We willanswer allyour requestsin'realtime'byemail, instant ortext messaging 1 7 -11 3 -1

    ON4We offer 'Ondemand'statusreportsfor servicesrequests(e.g.,loanapplication) deliveredtoyouviae-mail, text or instantmessain

    1 6 -4 -3 0ON2No morepaper mail... Wewillsendyoustatementsandimagesof

    transactions securely by email -2 5 -17 -5 2ON1We allowyoutopaybillssecurelyusingyour mobiledevices(cell

    phone, PDA, Blackberry, etc.) -4 2 -13 -9 -2

    BR3We offer abank-issuedsmart cardsowecanrecognizeyoue nt er ing th eb ra nch and pr oce ss you r ne ed sfa st er 4 2 6 -3 13

    BR4Choosea secureeyeor finger securityscantoidentifyyouimmediately in-branch and at ATM 4 3 10 -1 3

    BR2We havethemost securebiometricsystemthat identifiesyouasy ou en te r t he br an ch so w ec an pr oc es sy ou r n ee ds fa st er 2 - 1 8 - 5 6

    BR1We will recognizeour customer'smobilephonesignalwhenenteringabranchsowecanr ecommendappropriatebankp ro duc ts, p ro mot io ns an dsp eci al ser vi ces -4 - 3 - 6 - 11 2

    OnlineCollaborative

    OnlineOther

    In-BranchRecognition

    No more paper mail we will send you copies of statements by secure e-mail

    Securely manage your account by PDA, Internet of automated telephone

    Our banks customer services reps will help browse & use our on-line services

    Manage all your banking needs with a state of the art kiosk and be confidentthat live help is available if you need it

    No more paper mail we will send you copies of statements by secure e-mail

    Securely manage your account by PDA, Internet of automated telephone

    Our banks customer services reps will help browse & use our on-line services

    Manage all your banking needs with a state of the art kiosk and be confidentthat live help is available if you need it

    MINDSETS SEGMENTATION WIZARD INTERESTS/EMOTIONS

    Recruitedthrough onlinepanel

    April 2-3, 2012

    301 completes,18+ Online Panelists

    IdeaMap

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    Vignette Elements(Deconstructed from Industry Guidelines and Privacy Statements)

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    Respondent Orientation

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    Stimulus: 48 VignettesRated for: 1) Level of Concern 2) Ethicality

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    Respondents: Socially Active

    Have Social Account?

    Yes: 93%

    No: 07%

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    Respondents: Savvy About Listening;Favorable-Neutral to Listening

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    Total Sample: Just 1/5 Concerned;Passive Identification the Biggest Concern

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    Total Sample (Ethical Concerns)

    Decreases Ethicality:

    -Passively collected tech info usedto ID consumer

    Increases Ethicality:

    - No element

    No GuidanceBeing Watched

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    Segmentation Revealed 3 MindsetsElements show what increases concern and reduces concern

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    Segment 1: I Want Control

    Increases Concern:

    -TOS allowing conversationcollection

    -Collecting friends-only

    conversations consumers agreedto make available

    -Collecting conversations that canbe read by anyone

    -Passive collection for ID

    -PII used to verify datapermissions

    Big Brother

    Decreases Ethicality:

    -TOS allowing conversationcollection

    -Collecting friends-only

    conversations consumers agreedto make available

    -Collecting conversations that canbe read by anyone

    -Passive collection for ID

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    Segment 1: I Want Control

    Increases Ethicality:

    -Researchers get permissionbefore collecting data

    -Consumer consent obtained

    before collecting data

    Individual Has Control

    Decreases Concern:

    - Personal control over datacollection and use

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    Segment 2: Collect with Integrity

    Increases Concern:

    -Consent for kid collection

    -Consumers control data collectionand use

    -Privacy programs for PII

    -Opt-out from collection

    -Data security

    -Consent for any collection

    -Data destroyed when not needed

    -Passive collection for ID

    -Data handling preferencesrespected

    Setting Preferences

    Decreases Ethicality:

    -Consent for kid collection

    -Consumers control data collectionand use

    -Privacy programs for PII

    -Opt-out from data collection

    -Data security

    -TOS allows data collection

    -Data used only for MR

    -Protection from intrusions

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    Segment 2: Collect with Integrity

    Increases Ethicality:

    -Prompt complaint handling

    -How we use your datastatement

    -Friends-only posts notcollected- Cos violating privacy heldaccountable

    -Conversations always madeanonymous

    Act Honorably

    Decreases Concern:

    -Prompt complaint handling

    -How we use your datastatement

    -Friends-only posts notcollected-Info not sold to 3 rd parties

    -PW protected posts notcollected

    -Conversations collected forlawful use only

    -No harm from collection

    -Posts read by anyone

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    Segment 3: Protect My Privacy

    Increases Concern:

    -TOS allows data collection

    -Friends-only posts not collectedw/wo permission

    -Opt-out anytime

    -Collected data not used to sell

    -Change preferences whenprivacy policies change

    -Posts read by anyone

    -How we will use your datastatement

    -Collected data used for MR

    Anxiety about Info Out There

    Decreases Ethicality:

    -TOS allows data collection

    -Consent required for collection

    -Confirm what researchers allowedto collect

    -Researchers get permission beforecollection

    -Consumer control data collectionand use

    -Data destroyed when not needed-Data not sold to others

    -Tech info used to ID consumer

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    Segment 3: Protect My Privacy

    Increases Ethicality:

    -Privacy programs to protectPII

    -Privacy policies explain PIIhandling

    -Data collection purposesnot falsely stated

    -Data handling preferencesalways respected

    -Collected info used only for

    lawful purposes

    Confidence in Protection

    Decreases Concern:

    -Privacy programs to protectPII

    -Privacy policies explain PIIhanding

    -Data collection reasons not falselystated

    -Data handling preferences alwaysrespected

    -Regulation by research industry

    -Privacy settings always respected

    -Companies violating privacy heldaccountable

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    Emotional Responses to Data CollectionNot very strong overall

    INDIFFERENCE: Most commonly expressed emotion: 35%

    ANGER, DISGUST, FEAR, SADNESS: 5%-29%

    HAPPINESS, SURPRISE, EMPOWERMENT, OPTIMISM: 1%-16%

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    Demographic/Activity Differences are SlightDont explain mindset differences

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    Implications: Research Industry

    One -size fits all social listening collection policies donot capture the range of mindsets Although natural level of concern is low in segments,theyre extremely sensitive

    concern can flip in an instant

    Consumers can have a panic attack at anymoment

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    Implications: Collection Practice

    Tailor collection policies that:lessen concernincrease the perception of ethicality, andSatisfy the emotions of each mindset

    Collection practices can be universal, what differs is theirpresentation to consumers

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    Approaches to Mindset-based Data Collection

    I Want Control Provide tools or preference settings that give consumers controlin advance over collection and use

    Collect with Integrity Spell out what will and wont be collected Detail complaint handling, accountabilityEmphasize anonymity of own and friends data

    Protect My Privacy Explain how PII and data is protected and handledAccurately state purposes for data collectionAssure that collected info is used lawfully

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    Implementation Steps

    Assign each person to a mindset using a segmentationwizard

    Do this during registration or reviews of terms of serviceProvide collection policy geared to each personsmindset

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    Conclusions and Next Steps

    One size fits all data collection statements risk consumerturn-off

    Mindset-based collection approaches allows researchersto tailor listening collection practices to consumers

    Replicate study periodically to trend mindsets, identifychanges and update collection practices to stay in syncwith consumers

    Expand mindset research to additional areas to createscientifically-based research practices that include theviews of consumers and professionals

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    Thank You!

    For further information about this study:Stephen D. Rappaport, The ARF

    Phone: 646-801-8648Email: [email protected]: @steverappaport

    Co-author Contacts:

    Howard R. Moskowitz, [email protected]

    Tom Woodnutt, Conversations [email protected] @tomwoodnutt

    mailto:[email protected]:[email protected]:[email protected]:[email protected]