Rethinking Financial Services with Human-Centered Design

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Filene Research Institute hosts Future of Design Colloquium on March 26, 2014 in Austin, Texas.

Design thinking is seeping into the financial services industry with banks and credit unions using it to address consumer needs around savings, credit, payments and more. Consumer finance think and do tank Filene Research Institute will host a one-day colloquium on March 26 at Brazos Hall in Austin, Texas to help financial leaders inject design thinking into their own organizations. Learn more about the event and register here:

“Financial institutions today have to work harder than ever to anticipate and meet the needs of the consumers,” said Ben Rogers, research director at Filene. “We’re bringing together big thinkers from design, tech, banking and academy to share how they use design thinking techniques to tackle today’s problems.”

The presenters and topics include:

  • Drew Miller, creative director at frog Design on the principles of design thinking, and the design thinking techniques he and his teams use to address today's problems on a global scale
  • Toby Sterret, director of user experience at online bank Simple on simple design for big impact, and his team’s approach to making design and product one in the same
  • Mohamed Khalil, ‎director of product, data, and partnerships at Moven on design for behavioral change, and how Moven leverages mobile technology and innovative design
  • Ryan Hovenweep, director of creative at Austin-based interactive design studio thirteen23 on experience and technology design, and a look at the customer’s experience in the contemporary digital landscape
  • Andy Wright, AVP of Marketing and Online Delivery at Seattle Metropolitan Credit Union on brand design and storytelling, and how Seattle Metropolitan CU incorporates design as a part of a credit union’s marketing tool kit
  • Panel from the University of Texas’ College of Fine Arts on using design for social impact

This colloquium builds on years of Filene research not only on consumers’ financial needs but also on how financial institutions can best address these needs. Northwestern University Associate Professor Alexander Chernev questioned the assumption that offering consumers more choices is better than offering fewer, more curated choices in “The Psychology of Choice Overload”: Aite Group Senior Analyst Ron Shevlin also looked at changes in consumer habits and what they meant for financial institutions in “The Future of Member-Facing Technologies in Credit Unions”: And, Filene hosted a Credit Union Digital Branding Colloquium - - to examine the messages and channels that resonate with today’s consumers, sharing insights from strategists at Google and Facebook and social media practitioners.

Filene thanks CO-OP Financial Services for its generous support of this event.

About Filene: Filene Research Institute is an independent, consumer finance think and do tank - - dedicated to scientific and thoughtful analysis about issues affecting the future of credit unions, retail banking and cooperative finance. Founded 25 years ago in Madison, Wis., Filene is a 501(c)(3) nonprofit organization. Nearly 1,000 members make the nonprofit’s research, innovation and impact programs possible.

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Kate Lawton
since: 06/2009
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