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Financial UX Methodology

What is financial UX methodology?

Financial UX methodology, created by Alex Kreger and used in the financial UX design agency UXDA, is a user-centered approach for designing digital financial services. Financial UX methodology includes a set of frameworks to ensure not only the creation of a demanded financial product, but one that will help in the digital banking transformation:

  1. UX success formula
  2. UX culture matrix
  3. Experience mindset
  4. Value pyramid
  5. Design pyramid
  6. Experience pyramid
  7. Problem-solution cycle by UXDA
  8. Double Diamond of design thinking

As opposed to traditional customer experience design methodology, financial UX methodology is adapted for complex financial services, taking into account financial industry specifics. It was developed over 15 years and proven through collaboration with 70+ financial institutions in 32 countries. 

Check out the best articles by UXDA that address financial UX design methodology.

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

Our key UX architects answering why the User Journey Map sometimes works magic, and how it benefits financial companies.

🎧 UXDA's Design Pyramid: Implementing DesignOps in Banks and FIs

DesignOps is a system of operations and processes that amplify the value and impact of design in a financial organization, increasing its customer-centricity and creativity.

How To Improve Your Banking Customer Experience

It's no secret - user experience is what differentiates demanded digital financial products from failures. The question is - how to keep up, creating a customer experience that WOWs?

🎧 The UX Matrix: Creating a Purpose-Driven Banking Culture

Companies with disruptor culture have the greatest potential. These businesses maximize their chances of success with Value and Design. These elements affect the formation of customer experience within any business. How finance companies can use this knowledge to establish disruptive culture?

How Purpose-Driven Banking and Fintech Create Exceptional Products

Emotional experience, human-centricity and responsible consumption have become a social trend in today's digital world, even in banking and fintech. People deepen the quality of life through purpose-driven business and mindful living.

UX Case Study: How to Design Best Digital Bank For Kids

How could parents ensure their kids' financial future? UXDA explored this challenge with a research-based purpose-driven banking app concept. It provides insights into how an app could impact family relationships and ensure children's successful inclusion in the modern digital economy.

A Tiny Agency Humanizes Finance Worldwide: 100+ FI's Products in 36 Countries

We are the UXDA - passionate experts in finance and UX design who turn products into a Digital Advantage for purpose-driven financial brands. Read our story.

🎧 Customer Experience Gap Model: Blindspots That Ruin Digital Banking

How would you react if your FI spent half a million and 2 years on developing a new app but after launching it, the customer satisfaction decreased? There are 7 non-obvious factors that can either lead you to a digital breakthrough OR completely sabotage it.

🎧 Five Banking CX Insights To Design Better Digital Products

80% of CEOs believe they deliver a superior experience, while only 8% of customers agree with that. What could be the exact CX/UX strategy and tactics to adopt a “digital-first” business approach and become a leading CX/UX financial brand that gets 3x greater return?

🎧 7 Crucial Steps Toward Successful Financial UX Transformation 100% Remotely

Discover 7 steps of the Financial UX process to bridge the gap between a failed and successful digital financial product.

🎧 The Financial CX Design Formula for a Digital Banking

Spending 15 years in business, creating hundreds of different kinds of digital products and studying their growth, I have extracted a straightforward formula that explains what determines the success rate of any digital product.