UX Case Studies prepared for Avaloq

Successful UX Design Projects

My Top 3 UX Design Case Studies prepared for Avaloq

I have prepared a selection of UX design projects focused on challenges, solutions, and lessons learnt within the financial landscape.

2024 is my action year – Can I apply these lessons to any of your teams or projects?

Case Studies

Real-World Messiness of Product Design

“T-shaped” expertise in Fintech, complex UX problem-solving, and commercially-minded design.
Raising the bar for customer-facing support UX

AI-Powered Customer Service Revolution – AI is transforming customer service by offering personalised solutions, and UX plays a crucial role in creating intuitive and engaging customer experiences. By leveraging AI and focusing on UX, businesses can create a more personalised, efficient, and satisfying customer experience.
A Frictionless Wireframe Onboarding Journey

Ditch the wireframes rock stories. Customers faced a confusing onboarding maze. Detailed UX wireframes transformed it into a frictionless journey, building trust and getting users invested. Clarity led to confidence and the winning play, a clear, secure, and personalised onboarding process building loyalty from the first click.
Using proto-personas to Know your user – Pt I

Despite resource limitations, this Content Audit project successfully utilised proto-personas to gain a deeper understanding of user needs. By consolidating and refining persona data into meaningful ‘chunks’, and effectively communicating findings to stakeholders, all lead to a deeper comprehension of users for all involved. This empowered us to move forward with the next stage –…
Discovery Workshop to Roadmap in 3 days

How to facilitate an ideation workshop around solving problems, understanding through ideation, knowledge sharing (based on agreed on personas) and then attributing those personas, via SMEs validation, to surfacing UI to promote next steps plotted on a goal-oriented roadmap.
Power up your designs with dark mode trend front-of-mind

How to design with the 2023 dark mode trend front-of-mind. Delight, speed and satisfaction are rewriting our UX playbooks in finance. A modern-day UX-er has rapidly emerged, changing the rules of the game. Part of that skill-set is the new must-have which is dark mode.
Pt I – Money Management App UX Challenges Explained

A two-part deep-dive focussing on mobile UX design targeting seasoned designer-types, mastering Design Theory, and navigating lean Agile challenges.
What is the role of open banking in the super app evolution?

TL;DR Open Banking unlocks a future where financial apps become indispensable partners, not just tools. A shift in the balance of power, more convenience, better financial education and more meaningful relationships with users. What’s next in this ecosystem; financial freedom, bulletproof investment flows, AI…
Using Experience Maps to uncover user behaviour Pt II

Crafting an unforgettable investment experience within the intricate world of investor behaviour unveiled a tapestry of needs and motivations that shape financial decisions. Using Experience Mapping these insights into the customer lifecycle were uncovered and common threads exposed.

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Please continue to browse to see more challenges, solutions, and lessons learnt within the fintech landscape (and others)

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01/01/2020

[ARCHIVE] Todays’ life of a UX consultant

Consulting offers intellectual challenge and expertise building, but lacks long-term team bonding and showcasing the full project lifecycle

Pique'd your interest?
The cons
The pros
Conclusion

Being a multi skilled UX-er can drive you crazy, here is how to continually drive your creativity and how to pick and choose that slice of the cake that most challenges you.

(more…)

03/07/2018

[ARCHIVE] More NFC Ideas – Will this ever catch on? – Circa 2008

Back in the day I consulted with a company on early concepts for NFC. Now, some years later it is interesting to re-visit those concepts and see that I wasn’t far off (where other concepts were way off!).

Your ‘Digital Wallet’

Ditching your travel card, your loyalty card and your credit card and replacing it with your trusty phone is a scary prospect for the legions of our ever-so-forgetful society that loose their phone once a year. But in reality, giving up these collection of work security cards, Eurostar tickets and debit / payment cards is an easy choice – just allow your phone to mange it all.

Back in 2008 I worked with a prominent high street loan provider, on their mobile roadmap for the next two years. Believe me, there were some very high-flying ideas floating around that boardroom… here is a high level run-though of some of the concepts.

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22/02/2018

Desktop User Registration

TL;DR; Ask the right questions when requesting personal information. Advocate a staged registration process, comparing it to dating, and encourages keeping the registration form simple. Additionally, highlighting the significance of minimising the drop-off rate during the registration process and incorporating fun elements into the user experience.

The art of the frictionless registration

There are key considerations when it comes to asking strangers for their personal details. You have to ask the right way – to make each question relevant and necessary. You wouldn’t launch into your life story right away, so why assault them with a clunky, intimidating registration form? Remember to enhance your brand at every gateway; Positive UX will contribute to a positive brand perception

Ask the right questions when requesting personal information. Advocate a staged registration process, comparing it to dating, and encourages keeping the registration form simple.

(more…)

20/09/2016

Re-invent in-store and e-commerce experiences

Concept proposal for tablet visibility in-store

experiential marketing

streamlined

personalised

There is a suite of new tablet computers available with a number of features, prices, and sizes. When it comes to experiential marketing for brick-and-mortar retail businesses, tablet computers offer a streamlined and personalised retail experience unlike any other.

For retail businesses looking to differentiate themselves from the competition through the use of innovative software applications, here are 5 reasons to include tablet devices as part of your digital retail strategy.

1. Tablets Improve Brand Perception.

Using tablets, retailers can provide a connected experience and a multichannel presence with a higher degree of service.

Tablets provide a vehicle for customers to dive deeper into your brand while physically present in your retail space.

2. Experiential Retail Marketing.

Retailers are increasingly using tablets for assisted sales and experiential marketing, including associate-supported sales and self-shopping.

Content can include search, product comparison, visualisation, social connections, and links to media about products.

3.Handheld Kiosks.

Imagine a shopping experience in which customers locate and select products on touchscreens at an interactive station, download product information on a mobile device, locate items in-store, and then use their tablet to check out.

This personalises the shopping experience and eliminates checkout lines.

4.Mobile Pay Stations.

With credit card swipe add-ons, finger signatures on touchscreens, and email or SMS receipts, tablet computers can do anything a traditional cash register can do.

5. Digital media on the store floor.

It will take some dramatic changes in the store experience if a retailer wants to survive. Giving customers a compelling reason to shop and then delivering on an easy, pleasant shopping experience may sound simple, but putting it into practice is another issue.

The Tablet-Driven Retail Evolution

Tablet technology fundamentally transforms the retail environment, elevating service standards and deepening brand perception

These multichannel devices facilitate experiential retail marketing, empowering customers with;

Interactive content
Product visualisation,
Social connectivity

…for assisted or self-service journeys.

Functioning as handheld kiosks and mobile pay stations, tablets streamline the entire process, allowing for personalised product location, instant information downloads, and eliminating traditional checkout bottlenecks.

Ultimately, deploying digital media on the store floor through tablets is a critical strategic imperative for retailers to create a compelling, easy, and modern shopping experience necessary for future survival