Copyright © 2020 Expero - All rights reserved. Learn about skeuomorphic, flat, and material design. “We scaled Design by optimizing how we work with other people in the organization. What is a Design … Or Telephone: Societe Generale was originally created 155 years ago to provide financial services and to promote the development of trade and industry in France, with the mission of offering innovative solutions from generation to generation. This is the kind of overall experience that Societe Generale wants to offer to their users. UI/UX can increase sales, and reduce your company’s customer support costs as well. We will address technology and design patterns to enable this. “In the past we found out that users could be signing in up to 80 times a day, it was very system focused. Design Should Be Based on the Data and User’s Opinion. The client now has clear and open communication with everyone involved in their transactions, while communication internally is shared and simple. As explained in her UX efficient frontier article, unlike large consumer base products – that offer the simplest experience to the largest number – products for Experts or Employees have to be tailored to their specific professional usages.Depending on the audience, the designers’ challenge is to find the sweet spot between the “not too simple” and “not too complicated”. Our team of UI and UX designers takes this mission very seriously. Free. We constantly assess how to design the best experience for professional users while accommodating their business complexity.”. We’ve also established having a consistent voice with flexibility in choosing the right tone according to the type of service and target language audience.”. They need to gain specific industry knowledge, e.g., how companies grow and how funds are managed. If you want design to really work at scale, it must be embedded in the organization, design tools like XD included!”. Structured and OTC products are requiring the simplification of complex workflows. So, let’s outline some general Do’s and Don’t’s … When: Oct 7, 2020 11:00 AM Central Time (US and Canada) How do users interact with Analytics? Working methods, best practices, tips and tricks, Unique insights, design stories, the impact of design, Industry leaders shaping the future of design, Societe Generale: A Tour Around the World of Financial UX. All Rights Reserved. Users expect to effortlessly consume advanced analytics, search large datasets, understand detailed relationships, and smoothly integrate across multiple workflows as they do with their consumer technology experiences. UXDA is a leading financial user experience and user interface design agency for banking and FinTech only, that executes design thinking in finance industry. Morgane finishes, “This is our bread-and-butter as a B2B design team. In terms of the design process itself, having Adobe XD as a design tool that is able to work in Societe Generale’s secure environment is crucial for the ability to do good design. Please click the link below to join the webinar: UX for FinTech poses additional challenges: reducing the impact of financial stress and building trust in digital finance. Clients want access to their data and information on the go, but still prefer to operate complex financial tasks and actions on desktop. A flexible yet systematic approach to FinTech UX design … UX professionals who work in the financial services domain know it’s a challenge to design for successful financial decision-making on the part of their users. The ambition now, as documented in this article and shown in the illustration below, is to make Societe Generale user-focused and use-case focused. Tags: UX for Complexity. The deeply complex and fragmented IT systems that were originally empowering are now needing to adapt to a new focus: the user. People may be surprised to know that we have reached 18 designers over 6 years! Financial services are becoming part of the stack for technology companies of all shapes and sizes, and the examples here are many: ... With advantages in design/UX and … Morgane explained, “There’s so much more to a doodle when it comes to explaining the strategy. By default, Societe Generale CIB provides services in English, and additional language support is decided at the local level by product teams. Working across multiple applications is the rule, not the exception, and it causes errors, exhaustion, and technical debt. Keeping a “human in the loop” when machine learning is involved is critical. Expero Online Seminar: UX Design for Modern Financial Services Applications, Hi there, UXDA is an award-winning financial services UX design agency that creates user experience and user interface for 60+ banking and Fintech services in 23 countries. Our proficient and skilled UI/UX design and development team has 15+ years’ experience across a range of financial industries: CompatibL has delivered desktop, web, and cloud applications for … Catalyst designed and developed a unified UX design system that enabled Priava to update over 300 … The article was publised in CII yearbook 2018. Language decisions for the French, German, Spanish, Russian, Chinese, and Japanese markets are done by local teams due the variety of financial terms within Societe General’s services, but that said the design team has a head start as it is very international with people of many nationalities – located in London, Paris, and New York. Wealth management firms often have people with strong design opinions and the only way to prove what works will be using design … Looking over the last 10 years, financial environments have come a long way from manual spreadsheets and hours of calculations. Elinext offers UI/UX design services for companies willing to build smooth interactions between their business objectives and users' needs. You are invited to a Zoom webinar. So when the Chief Digital Officer agreed to reuse doodles that Morgane made about how digital platforms are focusing on a more human experience, his presentation did change the mood in the room a little bit. Meeting ID: 98863692558 So where does the role of UX design come into all of this? They too are adopting a user-driven focus as a new way to empower clients. +44 (0) 800 0246247 hello@ux247.com As per Aden Davies, financial services specialist in CX Design & FinTech – “The design has to be … Internally, the flow communication was also difficult, as you can see in the drawing below. This empowers everyone in a project to work efficiently: we can share files, data, and collaborate seamlessly in the same corporate network. Solving problems in the B2B financial space offers rich design challenges. Oops! Finally, many of the workhorse products need modernization in order to function properly on the web. Having a clear decision tree specifically saves so much time for the team when it comes to this pattern.”. Morgane came to design from the business side – in addition to her regular work she was given the task of coordinating a design audit project on some of the existing corporate and investment banking web services. Copyright © 2019-2020 Adobe. Building or modernizing a modern front-office experience is more challenging than ever before. Priava is one of the leading providers of a comprehensive event and venue management solution. Each and every one brings decades of experience in UX/UI design and financial services while specializing in simplifying the industry’s complexities for users. Many firms fail to get new tools to market on time. Summary: The focus of this webinar is to share some of the important design and technology factors that enable you to build successful front- and middle-office applications. In SG Markets the sign in system adapts behind the scenes to the right level of security depending who you are, what you’re doing and even where you are.” detailed Morgane. Today, corporations and financial institutions continue to come to Societe Generale CIB for their expertise in managing foreign exchange risks, the ability to issue their capital and the access they provide to specific markets, to name a few examples. Get XD Ideas delivered weekly to your inbox. UX Planet Follow The UX team had its beginning in 2014. “People in corporate and investment banking do not want to use their personal device for work-related actions,” said Morgane. UXDA changes financial industry by executing design thinking. “We were product-focused and expert-focused,” commented Morgane. What Morgane finds most rewarding is the range and depth of design that B2B products have. World's first financial UX design … Check out the best articles by UXDA agency about financial services design. What is a Design-First Approach? Andrew Smyk is a dad, educator and UX designer with a focus on Mobile Design. UXDA is a leading financial user experience and user interface design agency for banking and FinTech only. The focus of this webinar is to share some of the important design and technology factors that enable you to build successful front- and middle-office applications.‍. During that year, I … Passcode: 593089 Our teams are known for establishing a clear design process, … Dial(for higher quality, dial a number based on your current location): Our insights on how UX can revitalize the financial services sector, the key trends in the industry and UX solutions to mitigate some of the key challenges. “We’re aiming at being consistent when using a language across all our services; this is why the content section has naturally found its way into our design system,” said Morgane. The company serves its customers through stores, offering check cashing, prepaid debit cards, money transfer services and bill payments, among many other services. Only through understanding users it is possible to make finances more comprehensible for people. Topic: UX Design for Modern Financial Services Applications UXDA’s UX architects and UI designers have designed multiple banking and financial services software systems, as well as Fintech mobile banking and have become award-winning TOP Fintech digital agency in creating the best UX design for financial services. Something went wrong while submitting the form. UX is still an evolving component of the financial services industry. For me, it’s also clearer than 5 PowerPoint slides.”. A common request from clients however is a shift towards tablets – as SG Markets services are all web based, responsiveness was already designed in and wasn’t a technical restraint. From that small foot in the door, which was a simple design audit, the bank decided to enforce more design acumen, tools and frameworks. Remote work is changing interaction and screen real estate expectations. UX Design for Modern Financial Services Applications. The right approach helps cut through the complexity for your users. The design team avoids making desktop-only interactions, like the highly requested right-click menu, and incorporates alternatives to avoid excluding non-desktop users. “I’ve committed since the beginning of the UX team to not isolate designers from the rest of the organization,” said Morgane. For example, Morgane and her UX team are now designing in the browser more and more and using code as a design material as a way to collaborate more efficiently with the developers. It is difficult to argue with the fact that … Where teams create the world’s best experiences at scale, powered by the leader in creative tools. Societe Generale operates in 67 different countries, but service availability varies in different regions or countries due to local regulation or local coverage. US: +16699006833,,98863692558# or +16468769923,,98863692558# Having holistic design knowledge, a focus on the user and user research, the ability to connect with people and projects naturally, and an in-depth understanding of visual perception and design are foundations of their design team philosophy. Societe Generale is a historic institution that has changed its business approach by incorporating UX into its product, by looking at internal strengths with a user-centric focus while designing within financial regulatory frameworks to balance ease of access and security of privacy of client banking information. Societe Generale is a historic institution that has changed its business approach by incorporating UX into its product, by looking at internal strengths with a user-centric focus while Our designers are thoroughly vetted and reviewed. “This is something we put in place since the very beginning when the team was formed,” said Morgane, “I know it’s dreadful, but it’s so important to keep these topics in mind in our day-to-day design work. “A great example is filtering patterns – we have a lot of use cases for it from having to deal with so much data. With the current COVID-19 situation however, having easier access to financial services from home (and on personal devices) is more important than ever for Societe Generale clients to maintain their businesses. Client interactions were done via email or Bloomberg chat. What are the technology obstacles to modernization? Investor days are, by nature, serious moments. As times have changed, Societe Generale’s approach to digital services have evolved. Portfolio Process Team Blog Rates Contacts. Webinar ID: 98863692558 In these high-stake public events presentations are made by the CEO and top management in front of a live audience, usually investors and journalists. PLS is one of America’s most successful and fastest-growing consumer financial services retailers. using code as a design material as a way to collaborate more efficiently with the developers, How Life, Work and Leadership Is Changing for Designers in a Post-COVID World: A Conversation with Denise Francis, Flat vs. Material vs. Skeuomorphic Design Examples, United Nations Global Call Out To Creatives: Mobilizing the Design World in the Fight Against COVID-19. Andrew coordinates a postgraduate program in Interactive Media Management at Sheridan College and writes about how kids adapt and use technology on his blog. US: +1 669 900 6833 or +1 646 876 9923 International numbers available: https://zoom.us/u/acsMb87P67. Designing is a virtuous cycle and it is imperative that financial advisors understand how users interact with the service and identify patterns in UX flows that could use some improvement. Morgane’s team has continued to grow organically since its start, now having an impact on over 150 applications and services and counting. I spent a year working as a Design Consultant in financial services. Real World Platform and UX Design for the Modern Financial Services application. “Hence all our tools run on our enterprise network, and fit with the control, reliability, and security requirements that you can expect from a bank. This is why it took a long time to build the design team for Societe Generale. 4 min read. The value of design was clearly enough to start pursuing and the vision was to close the gap between design and business for the sake of the users. If done right, it can transform … Societe Generale CIB operates in the B2B space, and has started to see similar trends to consumer banking. A prime example is the login process for SG Markets. Front- and middle-office lines are blurring as firms look to unsilo their data. The aim of UX engineering is to create financial services that matches users’ needs with banking capabilities and are easy and pleasant to use. Many firms fail to … To access this event, it must be added to your calendar. That said the move towards mobile devices has led to the design team refining some modules to be displayed correctly whether on a small display or a huge 32 inch screen. The client would only have contact with their banker at Societe Generale, and everything beyond that would be out of reach. Doing this progressively allowed everyone to bring their uniqueness and specialties to complement the team and I’m very proud of this today,” stated Morgane. Before, a lot of tedious manual work was done in Outlook, Excel, and Powerpoint. The Societe Generale design teams have to be comfortable in designing in unfamiliar environments. As the Bloomberg Financial Products UX team, we re-imagine the way business and financial industries access the world’s financial market data. Using design patterns is an important part of how online services are delivered as Societe Generale is continually changing its processes, including the methods of collaboration. Several common mistakes lead to slow development and slow performance, and we’ll talk about how to avoid them. The mobile experience is especially taken into consideration when designing new modules. “We have general content guidelines, specific guidelines for headings, titles, error messages, and call-to-actions. Check out 55 inspiring quotes about design that dig deep into the heart of UX. To achieve this goal, Societe Generale needs exceptionally talented and collaborative UX designers that could make sense of the complexity of user needs and find effective and elegant solutions, and who can think systematically, especially when use cases are linked within the SG Markets ecosystem. UI/UX can help an organization in enhancing sales, and diminishing the company’s customer maintenance expenses as well. Understand why really knowing how your users think saves a pile of money in development costs and makes an application easier to build. He is also a coffee aficionado, avid cyclist, all-round pirate and HTML5 Evangelist. The design team follows the same regulatory training as the rest of Societe Generale’s employees, which encompasses data privacy, know-your-customer policies, and confidentiality levels. These UX … Creating an exceptional customer experience through UX-led design can have a significant impact on the way financial institutions deliver their services. The team is specifically evolving and creating design patterns to help remove some of the complexity from their design process. How Do I Simplify Workflows? In a highly regulated setting, these are often overlooked by designers and are the responsibility of security and legal teams, partly because of the amount of regulations and technical information. You are invited to a Zoom webinar.When: Oct 7, 2020 11:00 AM Central Time (US and Canada)Topic: UX Design for Modern Financial Services Applications, Please click the link below to join the webinar:https://experoinc.zoom.us/j/98863692558?pwd=Y0V1UGI3Y2FJWGplSVNxd2tvdTlRdz09Passcode: 593089Or iPhone one-tap :    US: +13462487799,,98863692558#  or +12532158782,,98863692558# Or Telephone:    Dial(for higher quality, dial a number based on your current location):        US: +1 346 248 7799  or +1 253 215 8782  or +1 669 900 6833  or +1 301 715 8592  or +1 312 626 6799  or +1 646 876 9923 Webinar ID: 988 6369 2558    International numbers available: https://experoinc.zoom.us/u/abtuwejjjg, UX & Product Design Practice Lead, Co-Founder. “We’re expecting much more mobile or small device usage going forward,” stated Morgane. Denise Francis, senior UX product designer at Salesforce tells us how life is changing for designers post-COVID. Innovative UX and product design around conducting financial transactions is driving down the cost of efficiently delivering financial services at scale, as are advances in automation technology – which in turn is making the industry more accommodating to new competitors. How the United Nations called out to creatives around the world to help stop the spread of COVID-19. “The idea is to keep empowering businesses to provide clients with financial expertise, while infusing a user-focused mindset – It is an organizational change that enabled our ability to place UX and design at the core of our digital approach” said Morgane Peng, director of user experience at Societe Generale, who leads an international and multidisciplinary design team responsible for the design vision and strategy of the Corporate and Investment Banking (CIB) activities. The goal is to have designers understand how regulations and policies impact clients. “Each new project comes with a new lens on how the economy and companies work,” said Morgane. That`s why the mission of the UX Design Agency (UXDA) is to raise consumer understanding about financial services … Few major merits of UX/UI Design are listed below: Prompt accessibility to finance … Because Societe Generale is already highly regulated as a bank, an awareness of protecting clients and their data is one of the areas where the finance industry is historically ahead of all the data protection acts. Building or modernizing a modern front-office experience is more challenging than ever before. Or iPhone one-tap : Reinventure Capital – capital management website example. UX is still an evolving component of the financial services industry. New technologies and user experience (UX) trends in the financial services industry continue to drive change and disrupt notions of traditional banking and investment services. Part 2 of our two-part series on financial services looks at how UX research can help banks to improve the design of financial services products. Website theme: Capital management … The team is specifically evolving and ux design financial services design patterns to help stop the spread of COVID-19 much data team Societe... Taken into consideration when designing new modules deep into the heart of UX space offers rich design challenges, messages. Especially taken into consideration when designing new modules me, it’s also clearer than 5 PowerPoint slides.” have. That were originally empowering are now needing to adapt to a doodle when it comes to explaining strategy... Of UX design come into all of this help stop the spread of COVID-19 “we were product-focused and,! 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