Usability Tips: 5 Financial Services Website Login Tips

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Any bank, insurance agency, investment firm, or other financial services institution will tell you that one of the most common task (if not the most common) driving visitors to the site is the ability to log in to their account. Because logging in is such an important key task, it is important that the process be as clear, streamlined, and usable as possible. View our presentation to see the 5 different ways you can enhance the usability of your login process - visit the original blog post for more in-depth details: http://bit.ly/LYzXa7



We are not affiliated, associated, authorized, endorsed by, or in any way officially connected with the financial service providers shown in the example website screenshots.

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Usability Tips: 5 Financial Services Website Login Tips

  1. 1. FINANCIAL SERVICES WEBSITE USABILITY TIPS 5 Login Tips for a Better Customer Experience By ForeSee Blogger, Kathy Totz January 23rd, 2014 Property of ForeSee – Proprietary & Confidential
  2. 2. brought to you by the ForeSee Blog | www.foreseeblog.com
  3. 3. Blogger Kathy Totz is a Usability Auditor at ForeSee, where she uses her experience in conducting research and academic training to perform expert usability audits in industries such as Financial Services, Retail, Health Care, Technology, Telecommunications, and Government. Read the full blog post, “Usability Perspective: 5 Financial Services Login Tips for a Better Customer Experience” for additional details. …proceed to tips #1 - 5 Property of ForeSee – Proprietary & Confidential 3
  4. 4. MAKE THE LOGIN THE MOST PROMINENT THING ON HOMEPAGE BY PROVIDING THE FIELDS DIRECTLY ON THE PAGE GO TO THE BLOG POST FOR MORE DETAIL Property of ForeSee – Proprietary & Confidential
  5. 5. OFFER “REMEMBER ME” FUNCTIONALITY GO TO THE BLOG POST FOR MORE DETAIL Property of ForeSee – Proprietary & Confidential
  6. 6. PROVIDE AN OPTION FOR CUSTOMERS TO SEE THEIR password—that is, remove password masking GO TO THE BLOG POST FOR MORE DETAIL Property of ForeSee – Proprietary & Confidential
  7. 7. MAKE USERNAME AND PASSWORD RECOVERY AS PAINLESS AS POSSIBLE GO TO THE BLOG POST FOR MORE DETAIL Property of ForeSee – Proprietary & Confidential
  8. 8. ENHANCE CUSTOMERS’ PERCEPTION OF SECURITY AND TRUSTWORTHINESS BY ADDING ADDITIONAL MESSAGING AND IMAGERY GO TO THE BLOG POST FOR MORE DETAIL Property of ForeSee – Proprietary & Confidential
  9. 9. We welcome you to share this presentation. Learn more about how ForeSee helps financial services and other industries measure, manage, and improve the customer experience on: Click to visit FORESEE.COM Property of ForeSee – Proprietary & Confidential Click to visit THE FORESEE BLOG 9

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