Put Customer Value at the Center of your Financial Business

Put Customer Value at the Center of your Financial Business

When you create financial services for digital users, it's about more than just innovative technology. The right approach, the right team, and the proper launch are also very important here. And then magic happens. Instead of looking for keys to the market through technology, marketing, features or interface, put value at the center, and the client will come.


I'm?Alex Kreger ?from the financial UX design agency?UXDA . Welcome to this exclusive newsletter for industry professionals who don't miss out on the opportunity to stay up-to-date with the next generation of product design in the banking and fintech industry. If you have a challenge –?let us know >>


How To Improve Your Banking Customer Experience

In the digital age, where there's an app for everything and almost everyone is able to build one, banks are losing their power over customers. FinTechs are smashing the banks' monopoly by substituting the financial headache with a pleasant customer experience in banking. Discover 5 powerful strategies on how to improve the banking customer experience.

Poor customer experience is costing financial institutions $10 billion in revenue per year. According to Fenergo research 36% of financial institutions have lost customers due to inefficient or slow onboarding, and 81% believe poor data management lengthens onboarding and negatively affects customer experience.

How do you encourage users to not only rank your app with 5 stars in the Apple Store and Google Play but also gain their loyalty and trust? It's no secret that the digital customer experience today is what differentiates demanded financial brands. The main struggle is keeping up by creating a digital banking customer experience that WOWs.

Explore full article >>

How to Hire Right Fintech Designers to Create Best Financial Products

The fintech designers hired for financial product creation can either leverage the impact of design and customer experience or completely sabotage the entire digital project leading to huge losses not only in terms of money but also customer trust and loyalty. Financial companies are required to digitalize quickly and do it according to the growing customer expectations. How to empower your business and secure a competitive edge by choosing the right fintech designers?

The financial industry is highly competitive and regulated, so financial companies must have a professional and reliable image. A good designer can help create a digital product that is not only visually appealing but also easy to use and navigate. This can help improve the user experience and build trust with customers. A well-designed digital product can also help a financial company stand out from its competitors and effectively communicate its brand and services.?

Choosing the right designer for a financial company's digital product is crucial for building a solid and positive financial brand image. The Pareto principle states that 20% of efforts impact 80% of success. In terms of digital financial products, actions related to user-centricity have the biggest impact and often determine whether a financial brand will be demanded by the customers.

Find out 5 simple steps to evaluate fintech designers and key risks >>

A Poorly Executed Launch Could Sink Even a Perfect Financial Product

It happens that a large team's tremendous efforts to design and develop a perfect financial app can be in vain upon its market launch, much like the huge Titanic colliding with an iceberg. A weak launch strategy results in a range of negative outcomes, including low adoption rates, poor customer experiences, high resistance and even reputational damage for financial companies. In this article, we'll explore key reasons why a digital product launch could fail and offer some tips on how to avoid these pitfalls.

A digital product launch strategy refers to the process of introducing a new or redesigned app to the market. This strategy involves a well-planned approach with a range of pre-launch, in-launch and post-launch activities that focus product team efforts on increasing customers' adoption and satisfaction rates through on-the-go product improvement based on feedback. The main goal of having a well-thought-through product launch strategy is to minimize the risk of the launched product's failure.

A well-planned and well-executed launch strategy greatly helps to create awareness about the product, address potential issues and build trust and credibility, thereby resulting in the delivery of a seamless customer experience, significantly reducing the chance of a digital product's failure. Without a strong launch strategy, even the most innovative and well-designed digital financial products may struggle to gain traction and achieve their full potential.

Explore 10 deadly mistakes during the launch >>

Discussion Panel: Magic of the Customer Journey Map in Digital Banking


There is a lot of controversy surrounding the Customer Journey Map (CJM/UJM) and its methodology. Some consider it a useful tool in the development of digital services, while others are convinced it is a waste of time. The UXDA team has been using User Journey Mapping for more than seven years to create 100+ unique digital financial products. So, in this article, our key UX architects will answer the question: Why does CJM sometimes work like magic, and how does it benefit financial companies?

The customer journey mapping is one of the most powerful tools in a UX architect's arsenal. UXDA's senior UX architects highlighted 7 key advantages that the CJM/UJM can provide in a financial products design:

  • Moving From Guesswork to Confidence
  • Eliminating Chaos From Complex Financial Products
  • Accelerating the Achievement of Business Goals
  • Reducing Inconsistency by Putting Everyone on the Same Page
  • Empowering Digital Transformation by Switching Focus
  • Improving Product by Detecting Growth Points
  • Building an Emotional Connection Between the Brand and Their Users

This article is a transcription of a discussion panel with four of UXDA's UX architects: Inese, Arita, Tamara and Andra. They have designed dozens of financial products worldwide and share their experiences of using the digital customer journey in creating and improving banking and fintech services.

Read more about what UXDA architects experienced >>

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