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Wednesday, October 24 • 1:00pm - 5:00pm
Pre-Conference Design & Innovation Leadership Forum

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Kick off your FXD experience by joining a diverse, brilliant group of thinkers and leaders from across the financial services ecosystem for an intimate and inspiring pre-conference leadership forum. Participants will share and discuss varying perspectives and opinions on current trends and issues designing for financial wellbeing and improving customer experience. By coming together in structured dialog, we can create opportunities to learn from each other and help us lead our organizations to deliver better experiences. The forum is included in your conference registration.

Topics covered will include:

Role of Financial Companies in Designing for Financial Wellbeing. Behavioral economics and designing for behavior change in people’s financial lives has become a consideration for many companies to explore. But designing for behavior change is challenging and has long-term outcome goals that may not be aligned with short-term incentives. Issues of trust and ethics also come into play. With these complex factors in mind, this discussion will explore the strategic options for financial companies to consider related to financial wellbeing.
Facilitator: Dr. Amy Bucher, Behavior Change Design Director, Mad*Pow

Customer-Centered Design and Innovation in Financial Companies. There is increasing acknowledgement and movement toward human-centered design and design thinking for innovation and product development. However, evolving and transforming toward these processes in well-established and highly regulated financial services companies is a challenge. Companies have explored Innovation Centers, re-organizing around products, aligning with functional domains, and expanding design thinking through training. Attendees will share their experiences as we collectively look at how can companies can evolve to get the most impact from their design transformation efforts.
Facilitator: Adam Connor, VP Transformational Design Mad*Pow

Managing Multiple Customer Touchpoints, Channels, and Technologies. New technologies, device types, and evolving customer expectations place a large burden on design of financial offerings. New technologies can be disruptive, but they can also be disrupting, especially if companies don’t have a strategy on how to deal with the evolving landscape. Virtual reality experiences? An app for iWatch? We will discuss approaches that companies can take to manage the ever evolving technology landscape and shifting customer expectations.
Facilitator: Jonathan Podolsky, VP Experience Strategy, Mad*Pow





Speakers
avatar for Adam Connor

Adam Connor

VP, Design Transformation, Mad*Pow
Adam Connor, most recognizable by his magnificent beard, is a designer, author and illustrator based in Western Massachusetts. As VP of Design Transformation at Mad*Pow, Adam helps create positive change by addressing the relationships that people have with one another to foster more... Read More →
avatar for Michael Hawley

Michael Hawley

Chief Design Officer, Mad*Pow
As Chief Design Officer at Mad*Pow Mike leverages his background in interaction design, usability, and design strategy to lead a diverse team of talented experience designers through the process of creating engaging, interactive experiences. You might also call him “chief air traffic... Read More →
avatar for Michael Kirkpatrick

Michael Kirkpatrick

SVP, Client Experience & Strategy, Mad*Pow
Mike is part of the leadership team here at the Mad*Pow, and is responsible for building and steering key relationships. Mike is responsible for our overall client services approach actively designing the best possible experience for our clients. In his time at Mad*Pow, Mike has contributed... Read More →
avatar for Amy Bucher, Ph.D.

Amy Bucher, Ph.D.

Behavior Change Design Director, Mad*Pow
Amy Bucher, Ph.D., works in Behavior Change Design at Mad*Pow, a purpose-driven strategic design agency in Boston. Amy focuses on crafting engaging and motivating experiences that help people change behaviors that contribute to physical, mental, and financial health and well-being... Read More →
avatar for Jonathan Podolsky

Jonathan Podolsky

VP, Strategy & Service Design, Mad*Pow
Jonathan  Podolsky  started  his  career  as  an  architect,  designing  hospitals,  clinical  facilities  and  community  spaces.  A  passion  to  design  what  people  experience  in  these  spaces,  drove  Jonathan  to  become  a  service  designer... Read More →


Wednesday October 24, 2018 1:00pm - 5:00pm
Forum

Attendees (4)