UX Planet

JUNE 30, 2025

A deep dive into how artificial intelligence is shaping the next generation of financial user experiences — through metrics, strategy, and real success stories Until recently, most banks and financial organizations treated artificial intelligence (AI) as tomorrow’s experiment. IDC estimates the banking industry will invest about $31.3

Data Visualization

Userpilot

MAY 17, 2025

The brand posts TikToks and funny memes frequently, a cadence that lands regular press hits and keeps the mascot trending. Offline, Calm collaborates with brands like Uber to stream mini-meditations during rides, reaching stressed commuters exactly when they crave relief. Screenshot of Calm with LeBron James campaign commercial.

Analytic Tools

PMLesson's Ace the PM Interview

MARCH 4, 2025

  When interviewing at Discord, you might run into mention of Wumpus, a fun character and mascot of the Discord brand. Create a story bank of anecdotes that highlight these skills to prepare for behavioral interview questions in particular.  Discord Interview Tips Discord values collaboration and belonging. 

Reporting Tools

Gainsight

JANUARY 23, 2025

From healthcare and manufacturing to retail and banking, every sector must recognize that sustainable growth hinges on nurturing ongoing customer relationships. Youve got to make sure your customers find real value and fall in love with your brand over and over again.

Research Software

PMLesson's Ace the PM Interview

FEBRUARY 20, 2025

JPMorgan Chase is the unified company of its two brands: Chase, a consumer and commercial banking brand, and J.P.Morgan, an investment brand for corporations and governments. System Design Design a real-time fraud detection system for a banking application. Design a real-time notification system for banking alerts.

Reporting Tools

Crafty CTO

AUGUST 1, 2025

Your Coding Agent Just Got Cloned Speaker: Rustin Banks ( Google Labs ) – Session video Rustin Banks from Google Labs talks about his work on Jules and asynchronous coding agents. Section Session Speaker Morning Keynotes Gemini 2.5 Another missed session, I’ll comment later once I have a chance to view and absorb.

Research Software

Business Acumen Institute

SEPTEMBER 18, 2023

We’re happy to be doing this again as a as a co-branded initiative because business acumen has become so incredibly pronounced. I’ve worked at the bank up in I think it was up in Canada. Click play above to get started, or feel free to browse the transcript below. Transcript Thanks everybody for joining us.

Data Visualization

The Accidental Product Manager

JANUARY 15, 2018

Students who are looking to find a way to finance their college education generally have two options : federal loans (from the government) and private loans (from a bank). However, that also means that 10% of that very large number is owed to banks. Private student loans are offered by banks and come with a much higher interest rate.

Banking

Gainsight

MAY 29, 2025

Alkami transcends the traditional role of a digital banking software and creates first-class user experiences that fuel long-term growth. Lytho is a leading content operations platform built for in-house teams who need to move fast, stay on brand, and scale without chaos. The Architect Award Goes to Alkami!

Customer Communications

Mind the Product

APRIL 20, 2017

They can also connect their bank accounts to WeChat and transfer money to each other just like Venmo, Snapcash or Payments on Messenger. In 2012, WeChat introduced the concept of official accounts for brands, where companies and individuals can create an official account to use for social media outreach AND for selling their product/service.

Development

Alchemer Mobile

AUGUST 5, 2020

While we saw DAU (daily active users) stay pretty consistent for traditional banking apps since the pandemic hit, it spiked for budgeting apps and other mobile-first brands. If you’re one of these brands, I have a question for you: What are you doing to meet your customers where they’re at and collect their feedback?

User Testing

The Product Coalition

NOVEMBER 23, 2021

Photo by ANIRUDH on Unsplash Amazon owns over 80 different private label brands. Establishing an Amazon brand has multiple advantages over selling other people’s products. Connect a current bank account that will enable you to receive regular deposits and make payments. This does not have to be a business bank account.

Branding

Alchemer Mobile

APRIL 5, 2022

Subcategories for Finance Apps: Fintech, Banking, Insurance. “Why do people like mobile banking? Banking (banks and credit unions), and Insurance (auto, home, life, renters, pets, etc.). Response rates were phenomenal, with 94% for Fintech, a whopping 98% for Banking, and a high 97% for Insurance (91% overall).

Finance

Product Management University

AUGUST 24, 2020

Strong brand identity builds trust and motivates people to buy your products and services. If you lead a product management or product marketing team, creating a strong brand identity allows you to define your value to the organization and establishes the criteria by which you want to be held accountable. Sound familiar?

Branding

The Product Guy

DECEMBER 15, 2019

Previously he worked for two of the UK’s largest banks, RBS/NatWest and Barclays, on their Mobile Banking apps, and most recently for The Sun, one of the world’s largest online publishing brands, where he was responsible for their news apps. The Best Visionary Product. PlateRate / Garrett Lang.

Technical Advisors

Alchemer Mobile

NOVEMBER 10, 2022

mParticle is the customer data platform for brands leading the CX revolution. We think we’re pretty great – and so do many leading enterprise brands such as CNN, WeatherBug , FanDuel , Capital One, JetBlue, Dunkin’, Zillow, Norwegian Cruise Lines, Safeway, Alaska Airlines, and more. Mobile in-app feedback tools & solutions.

Feedback Software

Alchemer Mobile

DECEMBER 16, 2020

COVID-19 hit finance apps with a one-two punch, and many brands are still adjusting to find their new normal. Between heavy increases in usage as well as staggering drops in economic activity, 2020 was a roller coaster for banks, insurance companies, budgeting apps, and everything in between.

Finance

Split

SEPTEMBER 7, 2021

Looking ahead, firms across banking, investments, insurance, and payment processing will have to continue to weigh priorities and make strategic decisions in order to adapt and excel in a fast-changing market. A Strategic Decision to Adopt and Excel. Learn More About Feature Flags in Financial Services.

Banking

Alchemer Mobile

JUNE 12, 2019

Another challenge comes with the unique loyalty customers feel towards their financial institutions and banks. Most brands only hear from less than one percent of their customer base , so they miss out on critical feedback from the other 99 percent. The first is to launch a VOC (voice of the customer) campaign.

Feedback Software

Mind the Product

MARCH 14, 2019

Now imagine the same scenario but this time, rather than a machine, you’re inside the bank speaking to a human cashier. In the Kano model, the surprise touches that users enjoy are called “delighters” For example, imagine a staff member handing a free lollipop to your child to keep them happy while you queue at the bank.

Customer Satisfaction

The Product Coalition

JUNE 22, 2023

Going further is the idea of Phygital , the inseparable physical and digital worlds where all brand experiences lie. Or what if you wanted to check the status of your white labeled credit card not with the issuing bank, but with the label? This includes custom flows, multicurrency and branding. A little scary.)

Finance

Mind the Product

APRIL 16, 2020

However, I quickly discovered that there’s too much brand risk for a trusted bank to take this type of lean startup approach. Venus quickly became the key to getting everything done, including getting us a new banking licence! People were extremely privacy-conscious in Hong Kong and banks were trusted. Conclusion.

Weak Development Team

The Product Coalition

APRIL 27, 2020

Co-branded Card Issuance, Explained?—?I Program Design According to a recent TechCrunch report , technology giant Google seems to be working on rolling out its own co-branded payment card. Globally, co-branded cards are increasingly getting traction with many major brands and fin-tech firms coming out with their own co-branded cards.

Branding

Alchemer Mobile

JANUARY 24, 2019

One of the most important tasks we’re faced with in business and in our personal lives is taking care of our finances, and mobile banking is already insanely popular across all demographics. According to Apptentive’s recent consumer survey , the majority of banks and credit unions offer mobile banking apps—and they are wildly popular.

Feedback Software

Alchemer Mobile

APRIL 7, 2021

Finance brands were generally spared by the marketplace shakeup of 2020. Consumers used Finance apps for the same standard purposes, although DAU spiked as people used mobile as their primary access point to banks and finance management. Banking (banks and credit unions), and Insurance (auto, home, life, renters, pets, etc.).

Finance

The Product Coalition

APRIL 27, 2020

Co-branded Card Issuance, Explained?—?II Experience Design In part I of this series, we talked about why co-branded cards make sense and what does it take for banks to design a co-branded card program. Is authorization at bank’s end or does the brand do remote authorization? II Part II?—?Experience

Branding

Intercom, Inc.

JUNE 19, 2018

The first sign that the thieves were on the move came when Tristan, CEO of a startup accelerator, was contacted by his bank, Monzo , through their app. Unfortunately, Tristan still had to handle charges on cards from two other banks. 54% of consumers will try a new brand for a better service experience.

User Testing

Alchemer Mobile

JULY 25, 2024

In our digital world, it has never been easier for customers to switch banks, wealth and investment managers, or financial technologies. 40% of banking customers are willing to leave their provider for a better digital experience alone! The first step to meeting these expectations is assessing your current experience.

Reporting Tools

The Product Coalition

JANUARY 21, 2020

such as brand-new recommendation on Facebook and also Google, classifying spam e-mails on Gmail, product referrals on Amazon.com or Netflix, or Residence worth forecasting on Zillow, chatbots, trips or resort rate forecasting on Hopper or Google Trips. Banks manage a great deal of data day in and day out?—?client

Banking

Product Talk

JANUARY 31, 2024

Sebastian Wramba is a Product Manager at Netfonds AG , a company that supports independent financial advisors, private bankers, and insurance brokers and any combination of those from “lone wolves” to larger companies like private banks or networks.

Product Research

Alchemer Mobile

APRIL 28, 2020

The key piece many major brands are missing right now: Listening. Brands need to give customers the opportunity to express these needs and then actually make changes based on that feedback. I think that before jumping on ads, brands need to take action. Another bank doing it right with empathy! ? JimMarous ? ?

Customer Communications

Product Innovation Educators

APRIL 1, 2024

.” He is founder and CEO of CXFormula , which works with entrepreneurs to Fortune 100 companies including Nike, Universal Studios, Burger King, Bank of America, and others. The customer experience journey is the perception that a customer has after interacting with your product, service, brand, and team.

Customer Experience

Alchemer Mobile

MAY 7, 2020

Apptimize, An Airship Company, helps brands rapidly iterate to make amazing user experiences across all their digital channels through A/B Testing and Feature Release Management with a mobile-first lens. mParticle is the customer data platform for brands leading the CX revolution. Core mobile in-app feedback tools & solutions.

Feedback Software

The Product Coalition

AUGUST 8, 2023

This may help in branding the business with ease and less difficulty. Create a Brand Essence After you choose a name for your business, the next step is to create an identity for your brand. Create a Brand Essence After you choose a name for your business, the next step is to create an identity for your brand.

Banking

Mind the Product

DECEMBER 12, 2017

Social Media and Brand Reputation. Customers complain and this can be especially damaging to our brand and reputation. Brands such as Tesco, British Airways and McDonalds have all seen their brands tarnished on social media. Thanks to social media we can all see what happens if we don’t design for emotion.

Data Visualization

The Product Coalition

MARCH 25, 2022

Banks, insurance companies, and trading platforms use digital solutions to facilitate their communication with clients and make operations easier to perform. Banking mobile apps, trading platforms, blockchain, contactless payments, NFT, financial data analysis-all these terms fall into the fintech category.

Research Software

Intercom, Inc.

FEBRUARY 22, 2019

That similar phrasing can automatically be added to its knowledge bank, so future questions phrased in the same way — like “where do I manage users?” — are answered correctly. Finally, customer service chatbots can help you establish a consistent, on-brand experience for your customers. as having the same meaning.

Customer Experience