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Part 10 of 10: Look outside banking for inspiration

To design a truly innovative customer experience, you should look outside of banking for inspiration...

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Three Things Banks Can Learn From Airbnb

I always encourage the banks we work with to pay attention to the digital experiences of other banks...

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Part 9 of 10: Focus on design simplicity not fancy UX widgets

Completing an application for a Bank Product is something people HAVE to do, not something they WANT...

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I’ll Subscribe To That

A few weeks ago, as my wife and I were reminiscing about early-90’s pop music hits, I suddenly found...

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Part 8 of 10: Design for mobile first, then scale up.

When doing the digital design for your account opening / loan application experience, design for Sma...

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Part 7 of 10: Sweat the Details Like Headings, Disclosures and Fonts

Don’t just assume consumers will complete whatever you put in front of them – consider the content a...

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Part 6 of 10: Categorize fields and ask tough questions last

Categorize fields on an application form into: Know it (Information customers know easily like Date ...

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Part 5 of 10: Steer customers to the path of least resistance

You may have features in the customer experience that can make customer acquisition easier for the c...

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Part 4 of 10: Two paths to purchase for two different products

Design your acquisition experiences around 3 basic patterns: (1) Customers who want a bank; (2) Cust...

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Part 3 of 10: Nurture Leads

When someone abandons an application for a banking product, it doesn’t always mean they’re not inter...

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Part 2 of 10: Re-iterate the features of the product

At the beginning of the application experience (immediately after the customer has clicked Apply), r...

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Part 1 of 10: Be careful using “Offer Codes”

Displaying fields to input an Offer Code or Invitation Number on an application can lead customers w...

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10 Tips for a Highly Effective Onboarding Experience at your Bank

After years of research and market experience Avoka has earned its reputation as an industry leader ...

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