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Thursday, October 25 • 10:25am - 11:05am
(Panel) Designing for Financial Wellbeing: Harley Manning, Forrester Research

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Can we design financial services and products that are good for business and good for people? This panel will discuss Financial Wellbeing - How do we define it? How do we measure it? How do we design products to achieve it? We'll explore how companies might find ways to build products and services that help drive financial health while also drive business results.

avatar for Caryn Gallis

Caryn Gallis

Senior UX Designer, Prudential Financial
Caryn Gallis is a Lead UX Designer for Prudential Financial in the Workplace Solutions Group. Currently, she is working hard spreading design thinking in the organization through Design Sprints. She has crafted an internal Design Sprint facilitator training program that utilizes improve... Read More →
avatar for Melissa Gopnik

Melissa Gopnik

Senior Vice President, Commonwealth (formerly D2D Fund)
Melissa Gopnik is a Senior Vice President at Commonwealth. In this role she leads the Design, Piloting, Communications, Talent, and Finance functions. Throughout her career, Ms. Gopnik has combined her talents in strategic planning, program development, research and training with... Read More →
avatar for Mimi Joy

Mimi Joy

Director, Strategic Partnerships, CFSI Innovation
Mimi Joy leads CFSI’s partnership program and the expansion of the member network. This involves working with diverse organizations focused on the delivery of products, services, and experiences that generate positive outcomes for the financial health of consumers.As a career veteran... Read More →
avatar for Harley Manning

Harley Manning

Vice President, Customer Experience, Forrester Research
Harley Manning is vice president and research director of the customer experience practice at Forrester Research, and the co-author of “Outside In: The Power of Putting Customers at the Center of Your Business.” He launched Forrester’s customer experience research coverage when he joined the firm in 1998. Today Harley leads a research team that covers topics ranging from customer experience strategy to building a customer-centric culture... Read More →
avatar for Christy Mylks

Christy Mylks

User Experience Research Lead, FICO
Experienced user experience (UX) and usability professional with 10+ years conducting user research and working with a team to design large-scale systems for Fortune 500 companies and nonprofits. A self-starter who needs little supervision and is able to think creatively, work with... Read More →
avatar for Joy Surles

Joy Surles

UX, Content Strategy and Web Accessibility, Ally Bank
Specialties: Writing for the web, web accessibility, education, teaching, user experience design, content strategy, mobile content strategy, UX content strategy, how-to articles, email marketing, buying guides, promotional copy, Search Engine Optimization (SEO), online reputation... Read More →

Thursday October 25, 2018 10:25am - 11:05am PDT

Attendees (4)