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Simplicity for financial services

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Simplicity become a buzz word in financial services. What is really 'simplicity'? And why does it matter?
I suggest the basics to designing 'simplicity' in financial services.
(presented at Next Bank Asia conference 2012 in Singapore)

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  • DOWNLOAD FULL BOOKS, INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... 1.DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/y6a5rkg5 } ......................................................................................................................... 1.DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/y6a5rkg5 } ......................................................................................................................... 1.DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/y6a5rkg5 } ......................................................................................................................... 1.DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/y6a5rkg5 } ......................................................................................................................... 1.DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/y6a5rkg5 } ......................................................................................................................... 1.DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/y6a5rkg5 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
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Simplicity for financial services

  1. 1. Simplicity   for  -inancial  services   1 Jin  Zwicky   VP,  Experience  Design  /  OCBC  Bank  
  2. 2. ‘Simplicity’     became  a  buzzword   Simplicity   Simple   Simpli-ied   Simple   Simplicity   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  3. 3. Simplicity  for  -inancial  services  |  Jin  Zwicky    
  4. 4. Are  they  really  simple?  
  5. 5. simplicity   is   Simplicity  for  -inancial  services   What  
  6. 6. Simplicity  is  based  on  human   nature  and  common  sense.  Edward  de  Bono   SimpleComplex no overlap complete overlapsmall overlap big overlap Knowledge needed to understand Mental model medium overlap 11Simplicity  for  -inancial  services  |  Jin  Zwicky    
  7. 7. Simplicity  is  about  working   backwards  from  what  people   need.  Bill  Jensen   12 What  people  need   Simplicity  for  -inancial  services  |  Jin  Zwicky     What  banks  want  
  8. 8. Relevance   Simplicity  is  not  natural.   You  have  to  make  it  happen.  Edward  de  Bono   13Simplicity  for  -inancial  services  |  Jin  Zwicky     What  people  need  What  banks  want  
  9. 9. Why   simplicity  matters     to  banks?   Simplicity  for  -inancial  services  
  10. 10. 12  Pages  of   form  -illing  
  11. 11. WMSH-FM-FNAPMPE-110216 Co.Reg.No.:193200032W Bank Copy 8  Pages  of   conversation  
  12. 12. 0  paper  of   interaction   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  13. 13. Simplicity  =     Meaningful  problem   solving   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  14. 14. LGI New Target Return Fund Sales as at 29 Nov (S$) - 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 D ay 1 D ay 3 D ay 5 D ay 7 D ay 9 D ay 11 D ay 13D ay 15 D ay 17D ay 19 D ay 21D ay 23 D ay 25 Date Sales(S$) LG NTRF Sales (S$) Avg Daily Sales for past 10 mths for top fund (S$) 19 +67% A  new  investment  product   with  simplicity  design  /   development  process   150%     lift   Average  daily  sales  for   past  10months  for  top   fund   Sales Simplicity  for  -inancial  services  |  Jin  Zwicky    
  15. 15. Customers  don’t  understand  
  16. 16. Customers  understand  
  17. 17. Simplicity  =     Clarity   Simplicity  for  -inancial  services  |  Jin  Zwicky                                =   Con-idence  
  18. 18. 24 +67% First  two  weeks  result   After  simpli;ied  internet  &  mobile  banking  launch   Organic  baseline  without  any  sign-­‐up  campaign   3000     new  sign-­‐up   activation   6000     App   downloads  3500     Usage  of     new  features   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  19. 19. Simplicity  sells!   Jin  Zwicky  |  The  Basics  of  Simplicity  
  20. 20. Make  it  happen   How  to   Simplicity  for  -inancial  services  
  21. 21. Want  it,   badly   Master  user-­‐ centered   design   Focus   ruthlessly   Obsess   with   design   Mindset   Process   Skillset   The  basics  to  simplicity   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  22. 22. Want  it,  badly   The  basics  #1  to  simplicity   Unless  simplicity  is  de-ined  as  your  priority,  it  will  not  be  there.     Simplicity  for  -inancial  services  |  Jin  Zwicky    
  23. 23. Jin  Zwicky  |  The  Basics  of  Simplicity   Head  of  Wealth   Management  
  24. 24. Master  user-­‐centered     design  process   The  basics  #2  to  simplicity   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  25. 25. Commit  to  design  Start  with  customers   Prototype  &  Iterate   Learn Improve Test Learn Improve Test Learn Improve Test Simplicity   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  26. 26. Relationship  managers   Head  of  investment   Head  of   advisory   Culture  of  co-­‐creation  
  27. 27. Jin  Zwicky  |  The  Basics  of  Simplicity   Culture  of  protyping  
  28. 28. 34
  29. 29. Focus  ruthlessly     Articulate  one  objective  and  do  one  thing  well.     The  basics  #3  to  simplicity   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  30. 30. Obsess  with  design     The  look  is  the  message   The  basics  #4  to  simplicity   Simplicity  for  -inancial  services  |  Jin  Zwicky    
  31. 31. Design  ignorance   +  jargon   Power  of  design   +plain  English  
  32. 32. common sense simplicity beauty Thank  you!       Join  the  conversation     @jinzwicky   Designfulcompany.com    

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