Jazzy point for a UX pitch to a bank

3 Sep 2008 - 7:33am
5 years ago
6 replies
722 reads
Ann-Marie Trost
2008

Hi Group,
I'm doing a UX project pitch to a bank.  It includes going mobile.  Right now, our ppt. is a little flat and wondered if you all might have a jazzy, shazam point or two that has been effective.  Our case studies are solid but just no pop on huge ROI of why they need to sign up now (at least at my read of it).
Thanks in advance,
Ann-Marie
--- On Wed, 9/3/08, Todd Zaki Warfel <lists at toddwarfel.com> wrote:

From: Todd Zaki Warfel <lists at toddwarfel.com>
Subject: Re: [IxDA Discuss] A New Browser: Google Chrome
To: "Andrei Herasimchuk" <aherasimchuk at involutionstudios.com>
Cc: "list IXDA" <discuss at ixda.org>
Date: Wednesday, September 3, 2008, 7:16 AM

On Sep 3, 2008, at 2:27 AM, Andrei Herasimchuk wrote:

> There are far too many examples in the past that prove better
> technology doesn't always win. Again, the Be/OS example comes to
> mind in direct relation to your own statement. The Apple OS
> offerings has largely been better more than WIndows for more of the
> time and yet it hardly breaks a certain threshold on market
> penetration. Beta versus VHS anyone?

That's in the past. Times are changing. Firefox has changed things.
The iPhone has changed things. Apple's OS and laptops are changing
things. Apple's #1 in laptops, #3 or #4 in desktops, depending on the
source, and has more than doubled their market share in recent years.

Just saying using examples that are a decade old aren't necessarily
relevant anymore.

Cheers!

Todd Zaki Warfel
President, Design Researcher
Messagefirst | Designing Information. Beautifully.
----------------------------------
Contact Info
Voice: (215) 825-7423
Email: todd at messagefirst.com
AIM: twarfel at mac.com
Blog: http://toddwarfel.com
Twitter: zakiwarfel
----------------------------------
In theory, theory and practice are the same.
In practice, they are not.

________________________________________________________________
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To post to this list ....... discuss at ixda.org
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Comments

3 Sep 2008 - 8:39am
Jared M. Spool
2003

On Sep 3, 2008, at 8:33 AM, Trost Ann-Marie wrote:

> I'm doing a UX project pitch to a bank. It includes going mobile.
> Right now, our ppt. is a little flat and wondered if you all might
> have a jazzy, shazam point or two that has been effective. Our case
> studies are solid but just no pop on huge ROI of why they need to
> sign up now (at least at my read of it).

Here's my suggestion (based on virtually no information about your
project): Rewrite your ppt to make *no* mention of "User Experience",
"Design", or "Usability". Also, nuke your case studies.

Instead, focus it entirely on things that your client has identified
are the critical challenges in their business. Talk about their issues
in their language.

The largest usability testing project we've ever done ($750,000 for 72
users with a user remuneration budget of $95,000) we won with a 7 page
proposal that never mentioned the word "usability" once. It talked
completely about the client's current problems and how, if we knew
more about the customers, we could get them to spend more money.
(There were no case studies and the "About UIE" section was 2
sentences long.)

If you really want to be radical, nuke the ppt entirely and don't talk
for more than 30 seconds in the first 10 minutes of your time with the
client. Instead, just keep asking questions and let them explain their
issues to you.

If you want to be truly as radical as we are, make your 30 seconds of
talking be, "You guys seem really smart and with-it. You've got a good
team and you've done some amazing stuff. I don't see why you think you
need us. What could we possibly do for you that you can't do
yourselves?" Then sit back as they work really hard to pitch to you
why they should be your client. That's how we roll.

:)

Hope that helps,

Jared

Jared M. Spool
User Interface Engineering
510 Turnpike St., Suite 102, North Andover, MA 01845
e: jspool at uie.com p: +1 978 327 5561
http://uie.com Blog: http://uie.com/brainsparks

3 Sep 2008 - 8:53am
Jay Morgan
2006

Secret sauce revealed. And, the recipe shows to be too potent in its
simplicity for the many others - especially those with account teams - to
pull off.

Thanks for sharing, Jared.

On Wed, Sep 3, 2008 at 8:39 AM, Jared Spool <jspool at uie.com> wrote:

>
> On Sep 3, 2008, at 8:33 AM, Trost Ann-Marie wrote:
>
> I'm doing a UX project pitch to a bank. It includes going mobile. Right
>> now, our ppt. is a little flat and wondered if you all might have a jazzy,
>> shazam point or two that has been effective. Our case studies are solid but
>> just no pop on huge ROI of why they need to sign up now (at least at my read
>> of it).
>>
>
> Here's my suggestion (based on virtually no information about your
> project): Rewrite your ppt to make *no* mention of "User Experience",
> "Design", or "Usability". Also, nuke your case studies.
>
> Instead, focus it entirely on things that your client has identified are
> the critical challenges in their business. Talk about their issues in their
> language.
>
> The largest usability testing project we've ever done ($750,000 for 72
> users with a user remuneration budget of $95,000) we won with a 7 page
> proposal that never mentioned the word "usability" once. It talked
> completely about the client's current problems and how, if we knew more
> about the customers, we could get them to spend more money. (There were no
> case studies and the "About UIE" section was 2 sentences long.)
>
> If you really want to be radical, nuke the ppt entirely and don't talk for
> more than 30 seconds in the first 10 minutes of your time with the client.
> Instead, just keep asking questions and let them explain their issues to
> you.
>
> If you want to be truly as radical as we are, make your 30 seconds of
> talking be, "You guys seem really smart and with-it. You've got a good team
> and you've done some amazing stuff. I don't see why you think you need us.
> What could we possibly do for you that you can't do yourselves?" Then sit
> back as they work really hard to pitch to you why they should be your
> client. That's how we roll.
>
> :)
>
> Hope that helps,
>
> Jared
>
> Jared M. Spool
> User Interface Engineering
> 510 Turnpike St., Suite 102, North Andover, MA 01845
> e: jspool at uie.com p: +1 978 327 5561
> http://uie.com Blog: http://uie.com/brainsparks
>
>
>
>
> ________________________________________________________________
> Welcome to the Interaction Design Association (IxDA)!
> To post to this list ....... discuss at ixda.org
> Unsubscribe ................ http://www.ixda.org/unsubscribe
> List Guidelines ............ http://www.ixda.org/guidelines
> List Help .................. http://www.ixda.org/help
>

--
Jay A. Morgan

3 Sep 2008 - 9:11am
dszuc
2005

Touch on "cross channel" experiences and what it truly means to self
serve in delightful ways.

Also talk about how banking products could be simplified and
presented in ways that people can understand to potentially increase
leads.

rgds,
Dan

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Posted from the new ixda.org
http://www.ixda.org/discuss?post=32589

3 Sep 2008 - 9:59am
.pauric
2006

I've never seen the words jazzy powerpoint and shazzam used in the
same sentence before, for a good reason.

The slides should be a backdrop to the story you're pitching.
Figure out the story and everything else will fall in place.

Better yet, plead with Jared to get you to tell him what you already
know, then tell the rest of us so he can retire.

/pauric

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Posted from the new ixda.org
http://www.ixda.org/discuss?post=32589

3 Sep 2008 - 10:14am
Andrew Robinson
2007

Hi Anne-Marie

One thing that has often helped my clients to see and seize new opportunities is to be brought through a user narrative, or user scenario within a presentation. Using this tool allows you to demonstrate the possibilities of good UX and Design rather than just "tell them" about it.

For instance, the presentation can go beyond a ppt presentation of case studies and include a story about an archetypal user (persona) and she has a specific need that your story demonstrates how you and your prospective client can meet. If you have any insights into who the bank's key targets are base the persona on that. For example if the banking target is focused on savers in a mass affluent market then you could create a persona whose needs are oriented around needing better products that suit her needs. This need may insight a new kind of banking product that allows prospective customers to "create their own" product package. Thinking about how Progressive Insurance and Dell computers both allow their customers to "customize" their own products might inspire banking customers to customize their own banking products. Maybe this would result in a financial configuration tool that enables (empowers) customers to set their own specifications (each facet of the customizer in the "digital application configuration" would impact other aspects of the package. For example your persona may have a need for no-fee interest checking, and she may also need a high interest CD, a credit card with airline miles, etc. As she bundles more products, the interest rates and services get better. More bundled products means more retention of long term customers, better rates, more free services, etc. In a nut shell, frame a story that goes beyond what banks are expected to do (be fair, product security, and be clear) and give control over a person's financial life back to them but make it easy with multi-channel tools, and better service.

Examples of folks that do it well:
Mint.com
Bank of America (online banking, the rest of their site is kind of a mess)
ING Orange CD, etc.
HSBC Direct

Good luck,
Andrew

-----Original Message-----
From: discuss-bounces at lists.interactiondesigners.com [mailto:discuss-bounces at lists.interactiondesigners.com] On Behalf Of Trost Ann-Marie
Sent: Wednesday, September 03, 2008 8:34 AM
To: discuss at ixda.org
Subject: [IxDA Discuss] Jazzy point for a UX pitch to a bank

Hi Group,
I'm doing a UX project pitch to a bank. It includes going mobile. Right now, our ppt. is a little flat and wondered if you all might have a jazzy, shazam point or two that has been effective. Our case studies are solid but just no pop on huge ROI of why they need to sign up now (at least at my read of it).
Thanks in advance,
Ann-Marie
--- On Wed, 9/3/08, Todd Zaki Warfel <lists at toddwarfel.com> wrote:

From: Todd Zaki Warfel <lists at toddwarfel.com>
Subject: Re: [IxDA Discuss] A New Browser: Google Chrome
To: "Andrei Herasimchuk" <aherasimchuk at involutionstudios.com>
Cc: "list IXDA" <discuss at ixda.org>
Date: Wednesday, September 3, 2008, 7:16 AM

On Sep 3, 2008, at 2:27 AM, Andrei Herasimchuk wrote:

> There are far too many examples in the past that prove better
> technology doesn't always win. Again, the Be/OS example comes to
> mind in direct relation to your own statement. The Apple OS
> offerings has largely been better more than WIndows for more of the
> time and yet it hardly breaks a certain threshold on market
> penetration. Beta versus VHS anyone?

That's in the past. Times are changing. Firefox has changed things.
The iPhone has changed things. Apple's OS and laptops are changing
things. Apple's #1 in laptops, #3 or #4 in desktops, depending on the
source, and has more than doubled their market share in recent years.

Just saying using examples that are a decade old aren't necessarily
relevant anymore.

Cheers!

Todd Zaki Warfel
President, Design Researcher
Messagefirst | Designing Information. Beautifully.
----------------------------------
Contact Info
Voice: (215) 825-7423
Email: todd at messagefirst.com
AIM: twarfel at mac.com
Blog: http://toddwarfel.com
Twitter: zakiwarfel
----------------------------------
In theory, theory and practice are the same.
In practice, they are not.

________________________________________________________________
Welcome to the Interaction Design Association (IxDA)!
To post to this list ....... discuss at ixda.org
Unsubscribe ................ http://www.ixda.org/unsubscribe
List Guidelines ............ http://www.ixda.org/guidelines
List Help .................. http://www.ixda.org/help

________________________________________________________________
Welcome to the Interaction Design Association (IxDA)!
To post to this list ....... discuss at ixda.org
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3 Sep 2008 - 10:05am
Ann-Marie Trost
2008

Okay, fair comment.  I'll be more careful next time I post a problem. 

I'm relying on the deck because I don't actually have face time with client yet.  The client isn't asking for the proposal - we're proposing ahead of it.

Still, I'll get a better story put together in Adaptive Path manner.  (I've gone to their training).  Love their ways.

--- On Wed, 9/3/08, pauric <radiorental at gmail.com> wrote:
From: pauric <radiorental at gmail.com>
Subject: Re: [IxDA Discuss] Jazzy point for a UX pitch to a bank
To: discuss at ixda.org
Date: Wednesday, September 3, 2008, 9:59 AM

I've never seen the words jazzy powerpoint and shazzam used in the
same sentence before, for a good reason.

The slides should be a backdrop to the story you're pitching.
Figure out the story and everything else will fall in place.

Better yet, plead with Jared to get you to tell him what you already
know, then tell the rest of us so he can retire.

/pauric

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Posted from the new ixda.org
http://www.ixda.org/discuss?post=32589

________________________________________________________________
Welcome to the Interaction Design Association (IxDA)!
To post to this list ....... discuss at ixda.org
Unsubscribe ................ http://www.ixda.org/unsubscribe
List Guidelines ............ http://www.ixda.org/guidelines
List Help .................. http://www.ixda.org/help

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