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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.

A Boutique UX Agency Humanize Financial Services in 37 Countries

We are the UXDA - passionate experts in finance and UX design who turn products into a Digital Advantage for purpose-driven financial brands. Read our story.

Banking Customer Experience Gap: Blindspots That Ruin Digital Banking

How would you react if your FI spent half a million and 2 years on developing a new app but after launching it, the customer satisfaction decreased? There are 7 non-obvious factors that can either lead you to a digital breakthrough OR completely sabotage it.

Digital Banking Customer Experience Challenges Resolved Through Design

How to ensure a positive banking customer experience? Uncover it through 20+ customer experience researches and banking CX design tips.

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.

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.

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.