I work at cxpartners, where I lead a group of researchers, designers and coders who solve knotty problems for financial services firms.
Mojos can be found in unexpected places. If you’re at all inclined towards systems thinking, or love problem solving, or if you seek mastery and purpose then you should think about joining our Financial Services design team.
If you want best outcomes for all customers for least cost and risk, lay an inclusive baseline first. Too many firms get this wrong.
When risk of buyer's remorse is high, getting product selection right requires a different mentality and different tools from the 'don't make me think' approach that most UX follows.
Financial services firms urgently need to talk to their most vulnerable customers. But often those customers don’t trust them enough to respond. How can you fix a broken dialogue?
The trust necessary for successful collaboration is often missing from client-vendor relationships, but experience shows that there is a better way!
Consumers in vulnerable circumstances are not edge cases. The FCA believes that 50% of us may have a “vulnerability” affecting how we manage our money.