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Financial Sector Usability Training

Training Course Summary

This intensive course is aimed at financial companies and banking institutions who are looking to identify opportunities where they can improve the conversion rates of their websites. This can include account application processes, credit card application processes, loans, mortgages and savings accounts.

Training Course Objectives

  • Understand the role, benefits and revenue impact of adopting a user-centered design approach in financial website design
  • Understand the main usability principles that apply in web design and development for financial websites, pre application
  • Understand the importance of adopting best practice during financial application processes
  • Know what usability activities to perform at different project stages when following user-centered design


How will I benefit?

You will be able to articulate the business benefits of user-centred design throughout the development process for financial websites. Understand the user experience principles for both secure and non-secure areas of websites, and the different usability methods that can be applied during the design lifecycle. You'll also understand how to perform card sorting for information architecture analysis and apply the results.

What will I learn?

The course will help you understand the commercial benefits of usability, how to overcome common barriers and how to calculate the revenue impact of usability. We look in detail at usability design principles in the design of navigation (and card sorting techniques), homepages, page layout, forms and error messages, and how usability is involved in merchandising, checkout and persuasion architecture.

Working through the usability lifecycle, you'll discover practical usability methods including persona and scenario creation, rapid prototyping, creating usability metrics. You'll also take part in live usability benchmarking of financial websites.


Key learning outcomes

  • Understand the role and benefits of usability as part of an overall financial services online strategy
  • Core usability principles explained and demonstrated through practical examples
  • Profitable tips for gaining new customers online, from the home page to the application process
  • Introduction to user-centred design methods that can be applied during your site development

Who and how many staff should attend?

Any staff involved in your financial website and in particular improving the conversion rate should attend. The training is also suited to those who wants to gain a better understanding of usability principles and learn how to apply best practice.

It is recommended up to 10 members of staff take part in the training day.

Training Costs and How To Book

  • Cost: £1500 exc VAT and travel expenses
  • To book, please call us on 0161 228 0585
Are you interested in this service?
If so call us on 0161 228 0585 or send us an enquiry

Our Clients Include

  • Services Provided

    Usability and User Testing

    "I have been very impressed with the user testing service PRWD have provided, from initiation through to delivery.

    The insights that we gained from the users have been valuable, but what made the project a particular success was what Paul brought to the table. Without his considerable experience we would never have created the right scenarios for the users, or indeed have been able to glean the right information from the videos.

    The report that Paul created was impressive from cover to cover, allowing me to create a long list of improvements to action. The meetings with Paul felt like a real collaboration, with him drawing on my knowledge of our site and users, mixing with his considerable industry experience. I would not hesitate to recommend PRWD to anyone who is serious about improving the usability of their website."

    Stuart McMillan, E-commerce Operations Manger at AllSaints

  • Services Provided

    Usability and User Experience Training

    "I became aware PRWD and was immediately impressed with the level of expertise and reference able collateral on show on their website.

    It was a no brainer for me; being local was also a major plus point as there is clearly a lack of expertise in this field north of London. Paul proved invaluable on the day as he led us through ‘idea after idea’ in which we could improve our services to our clients. His knowledge of the subject was clear for all to see and his approach to training very professional.”

    Taz Ali, Creative Services Manager at Hitachi Consulting

  • Services Provided

    Conversion Rate Optimisation (CRO)
    Usability Consultancy
    Usability Evaluations

    "Working with PRWD has been invaluable.

    Paul is very logical and detailed in his approach and communicated his findings very clearly to help us see things differently. We’re looking forward to seeing the results of his recommendations."

    Paul McDermott, Head of E-Commerce at Speedo International

  • Services Provided

    Usability and User Testing
    Usability Evaluations

    “At Lakeland we’re committed to listening carefully to what our customers want, and tailoring our business to their needs. So when it came to launching our new website it was vital we included their feedback on our ideas during the build of the new site.

    This feedback, gathered for us by PRWD via a series of usability tests, was extremely valuable and actionable and the resulting site has been received very positively”

    Tony Preedy, Marketing Director at Lakeland

  • Services Provided

    Usability and User Testing

    "A very good service that has provided some extremely valuable insights into how people really use our site."

    Stuart Aiken, New Media Manager at Visit Manchester

  • Services Provided

    Usability and User Experience Training

    Paul Rouke delivered his Usability and User Experience training course for Econsultancy, and it was attended by one of the web team at Benenden Healthcare Society

  • Services Provided

    Usability and User Testing
    Usability Consultancy
    Usability Evaluations

    "Paul has clear and specific expertise which he is able to bring to bear in very efficient and effective way. The turnaround and quality of this work was exceptional, and I will be asking Paul to provide more help in the future ."

    John Byrne, Product Development Director, UK Commercial Speedy Services

  • Services Provided

    Advanced Google Analytics Training
    Usability and User Testing

    "The fact that I would repeat the usability tests in the future is testament to the invaluable findings from the tests and the level of expertise provided by PRWD."

    Claire McNulty, Senior Marketing Manager at Isabella Oliver

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