Hi Anne-Marie One thing that has often helped my clients to see and seize new opportunities is to be brought through a user narrative, or user scenario within a presentation. Using this tool allows you to demonstrate the possibilities of good UX and Design rather than just "tell them" about it.
For instance, the presentation can go beyond a ppt presentation of case studies and include a story about an archetypal user (persona) and she has a specific need that your story demonstrates how you and your prospective client can meet. If you have any insights into who the bank's key targets are base the persona on that. For example if the banking target is focused on savers in a mass affluent market then you could create a persona whose needs are oriented around needing better products that suit her needs. This need may insight a new kind of banking product that allows prospective customers to "create their own" product package. Thinking about how Progressive Insurance and Dell computers both allow their customers to "customize" their own products might inspire banking customers to customize their own banking products. Maybe this would result in a financial configuration tool that enables (empowers) customers to set their own specifications (each facet of the customiz er in the "digital application configuration" would impact other aspects of the package. For example your persona may have a need for no-fee interest checking, and she may also need a high interest CD, a credit card with airline miles, etc. As she bundles more products, the interest rates and services get better. More bundled products means more retention of long term customers, better rates, more free services, etc. In a nut shell, frame a story that goes beyond what banks are expected to do (be fair, product security, and be clear) and give control over a person's financial life back to them but make it easy with multi-channel tools, and better service. Examples of folks that do it well: Mint.com Bank of America (online banking, the rest of their site is kind of a mess) ING Orange CD, etc. HSBC Direct Good luck, Andrew -----Original Message----- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Trost Ann-Marie Sent: Wednesday, September 03, 2008 8:34 AM To: [EMAIL PROTECTED] Subject: [IxDA Discuss] Jazzy point for a UX pitch to a bank Hi Group, I'm doing a UX project pitch to a bank. It includes going mobile. Right now, our ppt. is a little flat and wondered if you all might have a jazzy, shazam point or two that has been effective. Our case studies are solid but just no pop on huge ROI of why they need to sign up now (at least at my read of it). Thanks in advance, Ann-Marie --- On Wed, 9/3/08, Todd Zaki Warfel <[EMAIL PROTECTED]> wrote: From: Todd Zaki Warfel <[EMAIL PROTECTED]> Subject: Re: [IxDA Discuss] A New Browser: Google Chrome To: "Andrei Herasimchuk" <[EMAIL PROTECTED]> Cc: "list IXDA" <[EMAIL PROTECTED]> Date: Wednesday, September 3, 2008, 7:16 AM On Sep 3, 2008, at 2:27 AM, Andrei Herasimchuk wrote: > There are far too many examples in the past that prove better > technology doesn't always win. Again, the Be/OS example comes to > mind in direct relation to your own statement. The Apple OS > offerings has largely been better more than WIndows for more of the > time and yet it hardly breaks a certain threshold on market > penetration. Beta versus VHS anyone? That's in the past. Times are changing. Firefox has changed things. The iPhone has changed things. Apple's OS and laptops are changing things. Apple's #1 in laptops, #3 or #4 in desktops, depending on the source, and has more than doubled their market share in recent years. Just saying using examples that are a decade old aren't necessarily relevant anymore. Cheers! Todd Zaki Warfel President, Design Researcher Messagefirst | Designing Information. Beautifully. ---------------------------------- Contact Info Voice: (215) 825-7423 Email: [EMAIL PROTECTED] AIM: [EMAIL PROTECTED] Blog: http://toddwarfel.com Twitter: zakiwarfel ---------------------------------- In theory, theory and practice are the same. In practice, they are not. ________________________________________________________________ Welcome to the Interaction Design Association (IxDA)! To post to this list ....... 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