Peter Merholz of Adaptive Path on experience strategies for financial services

Peter Merholz, president of Adaptive Path, has just posted the audio recording and presentation file of his talk “Beyond Transactions: Experience Strategies for Financial Services”.

Merholz gave the talk at Chile’s first information architecture conference.

The presentation is based on two case studies — the development of the content strategy for the public site of the Wells Fargo Bank, with the goal of getting more people to apply online; and the redesign of the customer site for an unnamed financial services and planning firm with the aim of encouraging a deeper customer relationship — and highlights five major lessons learned.

You will need the audio recording in order for the presentation file to make sense. And vice versa.

– Download audio recording (mp3, 11.5 mb, 49:55)
– Download presentation file (pdf, 1.59 mb, 21 slides)