Searched by tag:

Financial

Daily insights on user experience, experience design and people-centred innovation,
by international UX consultancy Experientia.
Searched by tag:

Financial

We are an international experience design consultancy helping companies and organisations to innovate their products, services and processes by putting people and their experiences first.

4 October 2018
Bringing​ ​patients into focus at the Roche Innovation Summit

Experientia is proud to have been a key participant at the Roche Innovation Summit, held at Roche headquarters in Basel Switzerland on 19 June 2018. Themed “​Transforming the Healthcare Experience Together​”, the summit aimed to galvanize the Roche community around the future transformation of healthcare and diagnostics. With 800 attendees from Roche and Genentech global […]

13 June 2018
Invito: DesAlps design thinking workshop per la tua startup

Hai una startup? Hai mai pensato ai benefici che potrebbe trarre dal Design Thinking? Questa è l’opportunità per scoprirlo! DesAlps Workshop #2: Il Design Thinking per la tua startup! Giovedì 28 giugno 2018 – dalle 9:30 alle 17:00 @ I3P | Corso Castelfidardo 30/a, Torino —– Nell’ambito del progetto europeo DesAlps, un team di esperti […]

3 May 2018
Invito: DesAlps innovation workshop per le PMI del territorio piemontese

Experientia è lieta di invitare le piccole e medie imprese del territorio piemontese al: DesAlps Workshop #1: Il Design Thinking per le PMI Venerdì 18 maggio 2018 – dalle 9.00 alle 17.30 @ Rinascimenti Sociali | via Maria Vittoria 38, Torino Scopri i vantaggi che il Design Thinking può portare al tuo business per prepararvi […]

27 April 2018
Impact through Design – Event in Turin, Italy

(Scroll down for English) Come può il design generare impatto? In continuità con il summit International Days of Deans and Experts: Impact Through Design (Barcellona, aprile 2018) Torino ospita il primo evento dedicato alla prospettiva italiana sull’impatto generato attraverso il design in riferimento ai Sustainable Development Goals definiti dalle Nazioni Unite. Attori dell’ecosistema territoriale ed […]

26 February 2018
Designing Patient Solutions with Meaning: Review of technology and health apps for a better patient experience

Technology is radically changing the world of healthcare and acts at different levels in support of different stakeholders. There are several digital tools on the market (e.g. wearables, virtual reality, robotics, etc.), many of which work in integration with each other, for example, wearables connected to IOT applications. Experientia’s report provide an overview of some […]

22 December 2017
Happy new year 2018!
17 November 2018

HSBC study on trust in technology

HSBC bank commissioned Populus and Ipsos MORI to conduct an independent study of more than 12,000 people in 11 countries into global technology perceptions and habits. Our Trust in Technology research (pdf report) explores public opinion about the new technology banks and consumer facing businesses are developing, and its impact on daily lives. In this […]

2 November 2018

[Book] Ethnographic study of a Swiss bank’s financial analysts

Stories of Capitalism: Inside the role of financial analysts Stefan Leins University of Chicago Press 2018, 224 pages The financial crisis and the recession that followed caught many people off guard, including experts in the financial sector whose jobs involve predicting market fluctuations. Financial analysis offices in most international banks are supposed to forecast the […]

8 November 2017

Service design at BBVA bank

BBVA (an international financial institution with a presence in 35 countries, providing services to 70 million customers) was one of the sponsors of the Service Design Global Conference in Madrid last week. Derek White, BBVA’s Global Head of Customer and Client Solutions, and Rob Brown, Head of Marketing, Design and Responsible Business – both Americans […]

21 April 2017

ONE Design: a portal on Adaptive Path’s work with Capital One Bank

ONE Design is a content portal where Capital One, the eighth-largest bank in the United States, shares (many) inspiring stories of how their Adaptive Path designers “impact lives with humanity, simplicity, ingenuity – and empower people to have better control over their money.” Selected stories from the portal: – Designing for the Human Side of […]

2 March 2017

Exploring how and why we make financial choices

The Think Forward Initiative is an open source initiative by ING, CEPR (Centre for Economic Policy Research), Dell EMC, Microsoft, Dimension Data and Deloitte. Its goal is to gain a deeper understanding of financial decision making and to empower people to make financial decisions that are better for them, and ultimately better for society. The […]

23 December 2016

ING DIRECT’s sponsored content in The Guardian on the value of CX and human-centred design

ING DIRECT Australia has published yesterday and at the end of November no less than 10 articles in a paid section of The Guardian on the value of customer experience and human-centred design, entitled “Being human in a digital world“. Readers of this professional blog will notice that the articles are mainly aimed at a […]

14 December 2016

Experience design and Big Data at BBVA bank

Over the last 6 months, Fabien Girardin has been working in a rather unique position at BBVA Data & Analytics, a center of excellence in financial data analysis. My job is to make the design of user experiences reach a new frontier with the emergence of machine learning techniques. My responsibility — among other things — is to bring […]

15 November 2016

Free “Guide to Service Blueprinting” by Adaptive Path/Capital One Design

A Guide to Service Blueprinting Nick Remis and the Adaptive Path Team at Capital One Adaptive Path November 2016, 52 pages As the focus of customer experience becomes more important, having a good picture of how your service operates in relation to what the customer is trying to do is paramount. At Adaptive Path, we […]

22 October 2016

[Book] Org Design for Design Orgs

Org Design for Design Orgs: Building and Managing In-House Design Teams By Peter Merholz and Kristin Skinner Publisher: O’Reilly Media August 2016, 198 pages Design has become the key link between users and today’s complex and rapidly evolving digital experiences, and designers are starting to be included in strategic conversations about the products and services […]

18 October 2016

Behavioral economics, UX design and insurance

The key to unlocking the insurance industry, writes Richie Hecker in TechCrunch, is understanding behavioral economics. The most successful players in insurance tech, he says, will win by rounding the edges on existing products. “Don’t reinvent the wheel, take what works and make it work for today. That means making policies be more transparent, providing […]

8 May 2016

Two reports on age-friendly banking

Age-friendly banking: What it is and how you do it Age UK 30 April 2016 The new report showcases examples of good practice which, if rolled out more widely, could revolutionise the way in which the banks interact with older people and transform their customers’ experience for the better. It calls for all banks and […]

1 April 2016

Financial Times: the inflation enigma requires ethnographic analysis

Gillian Tett is the Financial Times’ US Managing Editor, a very frequent writer, and an anthropologist. Her column this week unconventionally argues for on-the-ground ethnographic research on people’s expectations on inflation: What we need is not just economic analysis of price trends but on-the-ground ethnographic analysis of how consumer perceptions of prices operate. Scandinavian central […]

1 April 2016

Should financial advisors nudge their clients?

Should advisors nudge clients to make prudent saving and spending decisions, asks Morey Stettner in Investor’s Business Daily. Or should they step aside after educating clients and laying out the options? Some economists argue that nudging gets people to do the right thing by default. For example, individuals with tax-deferred savings accounts can automatically allocate […]

8 March 2016

Behavioral modeling – Shaping cultural change and behavioral evolution

One of the things we do here at Experientia that really sets us apart from other UX agencies is behavioral modeling. Our cognitive and behavioral models go beyond the standard customer journeys and personas (both useful tools, and often preliminary steps to behavioral modeling) to create frameworks that can be used to make people more […]

29 October 2015

An ethnography of tax-avoidance experts

Sociologist Brooke Harrington realized that if she were ever going to understand global inequality she would have to become one of the people who helps create it. So she trained to become a wealth manager to the ultra-rich. Although she never practiced as a wealth manager, training to join the profession opened the door to […]

26 September 2015

[Book] The first-ever ethnographic study of the global reinsurance industry

Making a Market for Acts of God: The Practice of Risk Trading in the Global Reinsurance Industry By Paula Jarzabkowski, Rebecca Bednarek, and Paul Spee Oxford Scholarship Online April 2015 Abstract Reinsurance is financial market trading in the risk of unpredictable and devastating disasters—e.g. Hurricane Katrina or the Tōhoku earthquake and tsunami—that are increasing in […]

5 September 2015

[Book] Anthropologist observes the world of London bankers

Swimming with Sharks: My Journey into the World of the Bankers by Joris Luyendijk Guardian Faber Publishing September 2015 – 288 pages Joris Luyendijk, an investigative journalist and anthropologist, knew as much about banking as the average person: almost nothing. Bankers, he thought, were ruthless, competitive, bonus-obsessed sharks, irrelevant to his life. And then he […]

31 July 2015

Service Design in Consumer Banking: the challenges and opportunities

Last month the people from Irish UX consultancy Frontend Design looked at the UX revolution in healthcare and how changes in that sector are moving towards putting the customer at the centre of the service. The banking sector is experiencing similar upheaval at the moment and facing similar challenges. In this month’s article, we look […]

18 July 2015

LSE anthropologist: microcredit only adds to poverty

Far from being a panacea, small loans add to poverty and undermine people by saddling them with unsustainable debt, argues anthropologist Dr. Jason Hickel of the London School of Economics: What’s so fascinating about the microfinance craze is that it persists in the face of one unfortunate fact: microfinance doesn’t work. Of course, there are […]

2 July 2015

Wells Fargo bank uses ethnographic research to design a better customer experience

During a Speaker Spotlight Q&A at Forrester’s CXNYC 2015 conference for customer experience professionals, Mark McCormick, Wells Fargo’s Head of Wholesale User Experience, talked about how past customer experiences shape consumer behaviors and how understanding deep emotional values can inform CX models. Even though the basic financial aspirations of people have not changed, he said, […]

Show more articles