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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.

Case Study: Purpose-Driven Banking App For Kids To Save Their Future

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.

Deep Impact by Tiny Agency: Path to 100+ FI's Designs Worldwide

After 6 amazing years and more than 100 stunning financial products designed, we are changing our uxdesignagency.com domain. From now on, we are officially the UXDA - passionate experts in finance and customer experience who turn UX design into a Digital Advantage for any financial business.

🎧 Banking CX Pitfalls: Half a Million That Drops App Rating in Half

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.

Proven Strategies to Improve 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 Financial UX Matrix: Becoming Disruption-Proof in Banking

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?

🎧 The Financial CX Design Formula for a Digital Breakthrough

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.

UXDA Launches Financial UX Design Podcast (and Becomes No.1 on the First Day!)

We have launched our Financial UX Design Podcast on ALL major podcast platforms. Now, our followers from all over the world can get the latest insights and knowledge about creating demanded digital products, not only on our blog but also in a lively audio format.

🎧 Don't Let Financial Experience Fail Ignoring the Problem-Solution Cycle

Why some digital financial products are demanded and loved by the customers while others bankrupt? In the series of "Financial UX Explained" we look at the Financial UX Methodology.

🎧 Get an 'Experience Mindset' To Humanize Digital Transformation in Banking

We highlight the differences between thinking in a “new way” versus “the old one.” These differences can explain why some products are successful in the modern digital environment while others are not.