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Beyond Transactions: Experience Strategies for Financial Services

by peterme

Last 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.

2 Responses to “Beyond Transactions: Experience Strategies for Financial Services”

  1. Putting people first » Peter Merholz of Adaptive Path on experience strategies for financial services Says:

    […] 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”. […]

  2. jarango » links for 2007-01-04 Says:

    […] Beyond Transactions: Experience Strategies for Financial Services A summary of Peter Merholz’s presentation at the Chile IA Retreat. (tags: presentations ia) […]

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