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Multi channel or multi dimension
Building 21st Century experiences for financial outcomes

October 2012, Harriet Wakelam
The basics...

                              I want my
                            money to work    I need to
           I want to feel       for me.     access my
              secure...                       money



    I want to go on                              I need to pay
        holiday                                     someone




       I’m not good at                      I want to buy a
           money                                house
Simple to use, easy to understand



                           Things I care about

            Products and
              services




   Bank
Simple to use, easy to understand


              Experience Strategy

                           Things I care about

            Products and
              services




   Bank
Online, mobile, branch... banky stuff..


    “In real life only diverse surroundings have the
    practical power of inducing a natural, continuing
    flow of life and use.”
                                               Jane Jacobs



•
The dynamic….                                      !


What is the desired experience for a bank, for money and for finances?   "
              !
            $$$$$!                    What’s a
                                       financial
                                      outcome?!
Attempting the impossible


     “All the evolution we know of
     proceeds from the vague to
     the definite.” 
     
                       Charles Sanders Peirce



     !
     !
     !
     !
Design mindset
“Design solves problems
and business has lots of
problems. Good design
solves the right problems.”

- Thomas Lockwood
Radial Metaphors... Lakoff and Johnson
It’s all about experience...
Deep understanding v statistical significance

What if metrics were designed differently....


    “Yammer – it’s like a room full of mentors...”

    “I’ve got this customer with a problem...”

    “What happens if we measure......?”

    “What story does this tell..?”
What is core...?

            Consistent
            Convenient
            Connected
            Contextual
            Cross time
Iterative DESIGN
Working with groups
The End...ish

      @hwakelam
      harriet.wakelam@nab.com.au
      +61 413 631 662

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Next bank Europe - Multi channel or multi dimension

  • 1. Multi channel or multi dimension Building 21st Century experiences for financial outcomes October 2012, Harriet Wakelam
  • 2. The basics... I want my money to work I need to I want to feel for me. access my secure... money I want to go on I need to pay holiday someone I’m not good at I want to buy a money house
  • 3.
  • 4. Simple to use, easy to understand Things I care about Products and services Bank
  • 5. Simple to use, easy to understand Experience Strategy Things I care about Products and services Bank
  • 6. Online, mobile, branch... banky stuff.. “In real life only diverse surroundings have the practical power of inducing a natural, continuing flow of life and use.” Jane Jacobs •
  • 7.
  • 8.
  • 9. The dynamic…. ! What is the desired experience for a bank, for money and for finances? " ! $$$$$! What’s a financial outcome?!
  • 10. Attempting the impossible “All the evolution we know of proceeds from the vague to the definite.” Charles Sanders Peirce ! ! ! !
  • 11. Design mindset “Design solves problems and business has lots of problems. Good design solves the right problems.” - Thomas Lockwood
  • 13. It’s all about experience...
  • 14. Deep understanding v statistical significance What if metrics were designed differently.... “Yammer – it’s like a room full of mentors...” “I’ve got this customer with a problem...” “What happens if we measure......?” “What story does this tell..?”
  • 15.
  • 16. What is core...? Consistent Convenient Connected Contextual Cross time
  • 19.
  • 20. The End...ish @hwakelam harriet.wakelam@nab.com.au +61 413 631 662

Notas del editor

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  2. banks see money as interesting, profitable, complex and tangible\ncustomers see money as intangible and mysterious\n
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  14. J: Don’t do stupid things\n\nUsually small things – but small things that annoy people. Kneeling guy, kidzone, video of the guy moving the sign\n\n
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