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Financial UX Methodology

How to Implement Design Thinking in Banking (Updated 2019)

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 Methodology: the Design Pyramid for Financial Product

There are many digital financial products on the market; some of them excel, while others lack demand and have to fight for their survival. What determines whether a product succeeds or fails?

🎧 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.

🎧 Financial UX Methodology: Does Your Mindset Fit 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.

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.