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. The company serves its customers through stores, offering check cashing, prepaid debit cards, money transfer services and bill payments, among many other services. Few major merits of UX/UI Design are listed below: Prompt accessibility to finance … Only through understanding users it is possible to make finances more comprehensible for people. 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. A flexible yet systematic approach to FinTech UX design … 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 UX Design for Modern Financial Services Applications. 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. “In the past we found out that users could be signing in up to 80 times a day, it was very system focused. The UX team had its beginning in 2014. Get XD Ideas delivered weekly to your inbox. 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. Webinar ID: 98863692558 The Societe Generale design teams have to be comfortable in designing in unfamiliar environments. People may be surprised to know that we have reached 18 designers over 6 years! This empowers everyone in a project to work efficiently: we can share files, data, and collaborate seamlessly in the same corporate network. UXDA is a leading financial user experience and user interface design agency for banking and FinTech only. 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. US: +1 669 900 6833 or +1 646 876 9923 Looking over the last 10 years, financial environments have come a long way from manual spreadsheets and hours of calculations. Topic: UX Design for Modern Financial Services Applications Our team of UI and UX designers takes this mission very seriously. Catalyst designed and developed a unified UX design system that enabled Priava to update over 300 … Portfolio Process Team Blog Rates Contacts. As per Aden Davies, financial services specialist in CX Design & FinTech – “The design has to be … 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. 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.”. Real World Platform and UX Design for the Modern Financial Services application. The right approach helps cut through the complexity for your users. When: Oct 7, 2020 11:00 AM Central Time (US and Canada) Priava is one of the leading providers of a comprehensive event and venue management solution. “People in corporate and investment banking do not want to use their personal device for work-related actions,” said Morgane. “A great example is filtering patterns – we have a lot of use cases for it from having to deal with so much data. Meeting ID: 98863692558 This is why it took a long time to build the design team for Societe Generale. Tags: UX for Complexity. UI/UX can help an organization in enhancing sales, and diminishing the company’s customer maintenance expenses as well. The team is specifically evolving and creating design patterns to help remove some of the complexity from their design process. Societe Generale operates in 67 different countries, but service availability varies in different regions or countries due to local regulation or local coverage. 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. 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. From that small foot in the door, which was a simple design audit, the bank decided to enforce more design acumen, tools and frameworks. Societe Generale CIB operates in the B2B space, and has started to see similar trends to consumer banking. How do users interact with Analytics? Client interactions were done via email or Bloomberg chat. 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. We will address technology and design patterns to enable this. They need to gain specific industry knowledge, e.g., how companies grow and how funds are managed. Oops! What Morgane finds most rewarding is the range and depth of design that B2B products have. PLS is one of America’s most successful and fastest-growing consumer financial services retailers. If you want design to really work at scale, it must be embedded in the organization, design tools like XD included!”. UX Planet Follow Keeping a “human in the loop” when machine learning is involved is critical. They too are adopting a user-driven focus as a new way to empower clients. “I’ve committed since the beginning of the UX team to not isolate designers from the rest of the organization,” said Morgane. The design team avoids making desktop-only interactions, like the highly requested right-click menu, and incorporates alternatives to avoid excluding non-desktop users. Dial(for higher quality, dial a number based on your current location): Please click the link below to join the webinar: Building or modernizing a modern front-office experience is more challenging than ever before. So, let’s outline some general Do’s and Don’t’s … 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. “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. 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. If done right, it can transform … All Rights Reserved. Something went wrong while submitting the form. Wealth management firms often have people with strong design opinions and the only way to prove what works will be using design … 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. 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. UXDA is a leading financial user experience and user interface design agency for banking and FinTech only, that executes design thinking in finance industry. Many firms fail to … Many firms fail to get new tools to market on time. As times have changed, Societe Generale’s approach to digital services have evolved. UX for FinTech poses additional challenges: reducing the impact of financial stress and building trust in digital 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. Creating an exceptional customer experience through UX-led design can have a significant impact on the way financial institutions deliver their services. 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. 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. Clients want access to their data and information on the go, but still prefer to operate complex financial tasks and actions on desktop. 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. That`s why the mission of the UX Design Agency (UXDA) is to raise consumer understanding about financial services … US: +16699006833,,98863692558# or +16468769923,,98863692558# Or Telephone: 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. 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 … Passcode: 593089 Learn about skeuomorphic, flat, and material design. Reinventure Capital – capital management website example. 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.‍. What are the technology obstacles to modernization? “We have general content guidelines, specific guidelines for headings, titles, error messages, and call-to-actions. Where teams create the world’s best experiences at scale, powered by the leader in creative tools. 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. 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. 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. 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. We constantly assess how to design the best experience for professional users while accommodating their business complexity.”. “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. Internally, the flow communication was also difficult, as you can see in the drawing below. 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. For me, it’s also clearer than 5 PowerPoint slides.”. 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. Building or modernizing a modern front-office experience is more challenging than ever before. “We scaled Design by optimizing how we work with other people in the organization. By default, Societe Generale CIB provides services in English, and additional language support is decided at the local level by product teams. How Do I Simplify Workflows? “We’re expecting much more mobile or small device usage going forward,” stated Morgane. 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. UI/UX can increase sales, and reduce your company’s customer support costs as well. Free. 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 … The mobile experience is especially taken into consideration when designing new modules. Understand why really knowing how your users think saves a pile of money in development costs and makes an application easier to build. Morgane’s team has continued to grow organically since its start, now having an impact on over 150 applications and services and counting. 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. 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. 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”. 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