Find out what happens on the day
3rd October 2019
Opening Intro 09.00 - 09.30
The Changing Face of Design in the Finance Space: Why Responsible Intent Matters More Than Ever
Head of User Experience Design - Suntrust Bank
Designing great experiences—now in 4D!
Sr. Director, Experience Strategy & Design - Ondeck
The 30 Year Relationship: Taking the Long View on Customer Journeys
Director of UX Product Management - ServiceLink
Break 11.00 - 11.30
How Earnin experiment quickly to build new products
Head of Design - Earning
Designing the STASH Way: Using Automation to Create Financial Opportunity for All
Head of Design and Research - Stash
Lunch 13.15 - 14.15
Your Brand = Your Product = Your Brand
Chief Experience Officer - Ellevest
What got us here will not get us there
VP, Design Operations - J.P. Morgan
Laying a Foundation for Effective Design Teams
Director of Design - Capital One
Break 15.45 - 16.15
Lessons from across the pond: how startups used design to disrupt the UK banking market
Head of Strategy - Foolproof
Networking Party - Go to the terrace
The Changing Face of Design in the Finance Space: Why Responsible Intent Matters More Than Ever09:30 - 10:00 Andy Vitale
Design has always been about problem solving. But the scale and complexity of the problems designers face, especially in the finance space, is at an all-time high as we consider designing solutions that are ethical, inclusive, and sustainable.
Many of the finance products and features we use today such as credit cards and mortgages were started without understanding the people who could benefit from these products, and the people who could be harmed by them.
Focusing purely on outcomes can cause unintentional harm to humans, our communities, and society. In some of these cases the harm was intentional to mitigate risk to banks.
How can we, as designers, meaningfully improve the world when the speed and continuous introduction of new technology seems to make all of us more vulnerable? What can designers do when facing conflicts of interest around creating responsible solutions? We need to be aware of the mistakes that were made in the past to avoid them in the future. Now more than ever, designers need to be accountable for the decisions we make and understand the lasting impact our designs leave behind.
Attendees will learn:
• How banks actually make money
• Specific examples of how common banking features and products were rolled out and what should be learned from the launches
• What it means to design ethical, inclusive, and sustainable solutions in the finance industry
• Real-world examples of how thinking responsibly could have improved design outcomes
• How to embed responsibility into the design process
• Best practices for designing products with responsible intent
Designing great experiences—now in 4D!10:00 - 10:30 Tracey Varnell
In this session, I’ll teach you to improve your UX by applying real-life methods across four dimensions.
Create a deeper perspective that can help you and your team:
* Analyze your current experience from end-to-end
* Broaden your perspective of your customers’ experience
* Focus on the areas that will make the greatest impact
* Build a plan that unfolds over time
The 30 Year Relationship: Taking the Long View on Customer Journeys10:30 - 11:00 Karen Anderson
In the last 4 years, the UK banking market has been revolutionised by customer-centric and design-led fintech startups. In this talk, Phil will explore:
· The conditions that allowed new banks to emerge and succeed.
· The different approaches startups took to the market and which were successful.
· How the most successful startups used design to create a sustainable advantage.
· Lessons that can be applied to the US market.
How Earnin experiment quickly to build new products11:30 - 12:00 Hang Le
Earnin is born from the passion of helping people taking control of their financial life. During the last 6 years, we have put all our effort into creating a service that defies an elemental unfairness: people need to scramble to pay bills when their wage is held back by their employer. In 2018, we were burning with a question: what’s the next step for Earnin? The result was 2 brand new services to the app: Cashback rewards and HealthAid. In this talk, Hang will share how Earnin's Product Manager, Product Designer, and UX Researcher collaborated closely to launch those new services.
Designing the STASH Way: Using Automation to Create Financial Opportunity for All12:00 - 12:30 Brian Landry
Stash is on a mission to empower a new generation of investors, giving everyone access to financial opportunity. We help our customers invest regularly in diversified portfolios for the long term by leveraging the power of automation. In this talk, Brian will present case studies on Auto-Stash and Stock BackTM Rewards to demonstrate how Stash designs automated investment experiences that enable our customers to make financial progress that was once unattainable.
Capco Design Leaders Panel12:30 - 13:00 Coming Soon Host
Financial services technology often focuses on the transactional, such as making a payment or transferring funds. But these rapid processes happen within the context of much larger long-term financial goals and aspirations. EXOS Technologies, a ServiceLink company, creates private-label software that enhances and guides the long-term consumer relationships that are inherent in lending and mortgage servicing. In this talk, Karen will discuss how we can create supportive technology experiences that may last for decades, looking beyond the desirable efficiencies and necessary security of today, to develop consumer trust via calm technology and recognizable financial behaviors.
Your Brand = Your Product = Your Brand14:00 - 14:30 Melissa Cullens
When we want to know what to build, we spend time researching what people need. When we want to see if it works, we ask if we can watch them to use it. It's not revolutionary to use research and testing to learn if our page layout is navigable and our buttons visible — but what happens if we ask for more?
Changes in the tone of language, text size, color and photography do more than establish a brand identity — they change how information is understood. By evolving a brand in concert with a product experience, we can go beyond helping our clients navigate our website — we can build a relationship in which they feel cared for and understood.
What got us here will not get us there14:30 - 15:00 Jose Coronado
The impact of design is growing and the demand for design talent is increasing. More designers
are rising to leadership roles. Management consulting and research firms are showcasing the business value of design. However, reality shows a contrasting picture as there are hundreds of design teams at different levels of influence in their organizations.
We have to invest in our people. We must create the opportunities for career growth to help
designers progress. At the same time we need to create the conditions for emerging and established design leaders to succeed. We have to build a strong foundation of influence, strategy and value to the customer, our peers, our teams and our organizations.
Laying a Foundation for Effective Design Teams15:00 - 15:30 Aaron Ron Irizarry
As our field grows, technology advances and users develop new expectations for the products they use, we are challenged to build teams that deliver best-in-class products and services.
When we look at what it takes to build successful, high-performing teams, we see that our opportunity for success doesn’t solely lie in the skills we hire for, but in setting a foundation for successful team (and org) outcomes by creating an environment for our teams to do their best work and be their best selves.
In this presentation, Aaron will share insights, tools, and techniques (gathered from personal success and failures) for building environments that set teams up for success.
Attendees will walk away with:
* Insights into creating a foundation for your teams to do their best work.
* Building a team vision that supports team autonomy
* Tips for increasing team communication and collaboration.
* Dealing with conflict within teams and with partners (navigating workplace politics)
Fireside Chat With Blend16:00 - 16:45 Anthony Porter Coming soon 2
Lessons from across the pond: how startups used design to disrupt the UK banking market16:45 - 17:30 Phil Morton coming soon coming soon