Beyond Transactions: Experience Strategies for Financial Services
by petermeLast November, I spoke at Chile’s first information architecture conference. The audio recordings and presentations decks have been posted.
I was asked to speak in the “banking” track, and this gave me an opportunity to develop some new material derived from case studies. I really enjoyed rolling up my sleeves and getting down to brass tacks. My talk, “Beyond Transactions: Experience Strategies for Financial Services,” (presentation deck, Audio Recording) recounts stories from 2 projects I’ve worked on at Adaptive Path, and the five lessons learned:
- Talk to your customers
- Coordinate across channels
- Make the abstract concrete
- You’re establishing a relationship
- Don’t chase “best practices”
You’ll need the audio recording in order for the presentation deck to make sense. And vice versa.
I also strongly suggest looking and listening to Jorge Arango’s presentation (deck, audio) on Deep Context, which was a real eye-opener for me.
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January 5th, 2007 at 9:05 am
[…] Peter Merholz, president of Adaptive Path, has just posted the audio recording and presentation file of his talk “Beyond Transactions: Experience Strategies for Financial Services”. […]
January 15th, 2007 at 11:26 am
[…] Beyond Transactions: Experience Strategies for Financial Services A summary of Peter Merholz’s presentation at the Chile IA Retreat. (tags: presentations ia) […]