Financial marketing has a history of focusing on products or services. Instead, it needs to focus on the prospect and the experience you are delivering to them. Here are 3 keys to building a better user experience.

1. 3 Keys
To Building A
Better User Experience

2. Financial marketing
has a history of being
very product focused.
Features!
Features!
Features!

3. That won’t cut it today.
“Why should
I care?”

4. Your audience
has more control
than ever with how
they experience
your message.

5. If the experience
isn’t worth their time,
they move on.
Goodbye.

6. How important is
the experience?

7. 74% of businesses believe
user experience is key
for improving sales.*
* Econsultancy
March 13, 2013

8. How do we create a
great user experience?

9. Here are 3 keys.

10. one
Start with a user-
centric strategy.

11. one
Start with a user-
centric strategy.
Put yourself in
their shoes.

12. one
Start with a user-
centric strategy.
Put yourself in
their shoes.
Ask, “What’s in
it for them?”

13. two
Stop selling and
start helping.

14. two
Stop selling and
start helping.
Help them solve
a problem.

15. two
Stop selling and
start helping.
Help them solve
a problem.
Help them take
advantage of an
opportunity.

16. three
Ask, “Does it
help enhance the
experience?”

17. three
Ask, “Does it
help enhance the
experience?”
Be critical of
everything.

18. three
Ask, “Does it
help enhance the
experience?”
Be critical of
everything.
Have the
courage to
eliminate
experience-
killers

19. Summary.

20. 1. Start with a user-
centric strategy.

21. 2. Stop selling and start
helping.

22. 3. Ask, “Does it
help enhance
the experience?”

23. Good luck.
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