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Financial UX Methodology

5 Emerging Digital Age Challenges that Banks can Tackle with the Power of Financial UX

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.

Five Powerful Factors that Impact the Customer Experience in Digital Banking

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?

Financial UX Design Webinar by UXDA

Join the webinar to explore important UX and digitalization strategies that help overcome the crisis and transform it into a growth opportunity.

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 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 27 countries. 


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

🎧 The Financial UX Matrix: How to Become a Disruptor 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 UX Design Formula for Financial Product Success

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 Services 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 Rid of a “Marketing Mindset” That Ruins 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.

🎧 Financial UX Design Methodology: the Experience Pyramid

To successfully transform financial services into demanded digital products, we use reverse engineering. It's a top-down approach that begins with defining the ultimate value for customers and ends with an action plan that includes architecture and design.