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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.

UXDA Launches Financial UX Design Podcast

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.

Banking Customer Experience Failure: Sales-Driven Strategy Costs $23 Billion

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.

How To Implement Design Thinking In Banking

Find out what is the definition of the Design Thinking in banking, what steps the process includes and how to implement Design Thinking to overcome challenges.

Financial UX Design Methodology: the Value Pyramid

We have all heard about products that offer multiple features but still do not retain their market share. On the other hand, there are the “lucky ones” that seem to do nothing but get incredible demand.

UXDA Methodology: Banking Needs Purpose-Driven Mindset for the Digital Age

There are hugely successful digital companies that achieve fantastic results with minimal resources. What's their secret? We’ve identified five brilliant trends that lead the transition to digital and make it successful.