Home › What We Do › Financial Sector Usability Training

Financial Sector Usability Training

  • user warning: Can't create/write to file '#sql_6cb_0.MYD' (Errcode: 17) query: SELECT t.* FROM term_node r INNER JOIN term_data t ON r.tid = t.tid INNER JOIN vocabulary v ON t.vid = v.vid WHERE r.vid = 69 ORDER BY v.weight, t.weight, t.name in /var/www/vhosts/prwd.co.uk/httpdocs/modules/taxonomy/taxonomy.module on line 633.
  • user warning: Can't create/write to file '#sql_6cb_0.MYD' (Errcode: 17) query: SELECT node.nid AS nid, node_data_field_logo.field_logo_fid AS node_data_field_logo_field_logo_fid, node_data_field_logo.field_logo_list AS node_data_field_logo_field_logo_list, node_data_field_logo.field_logo_data AS node_data_field_logo_field_logo_data, node.type AS node_type, node.vid AS node_vid, node_data_field_tooltip.field_tooltip_value AS node_data_field_tooltip_field_tooltip_value, node_data_field_tooltip_contents.field_tooltip_contents_value AS node_data_field_tooltip_contents_field_tooltip_contents_value, node_data_field_tooltip_contents.field_tooltip_contents_format AS node_data_field_tooltip_contents_field_tooltip_contents_format, node_data_field_logo.field_detail_page_value AS node_data_field_logo_field_detail_page_value, draggableviews_structure_node0.value AS draggableviews_structure_node0_value FROM node node LEFT JOIN content_type_client node_data_field_logo ON node.vid = node_data_field_logo.vid LEFT JOIN content_field_tooltip node_data_field_tooltip ON node.vid = node_data_field_tooltip.vid LEFT JOIN content_field_tooltip_contents node_data_field_tooltip_contents ON node.vid = node_data_field_tooltip_contents.vid LEFT JOIN draggableviews_structure draggableviews_structure_node0 ON node.nid = draggableviews_structure_node0.nid AND (draggableviews_structure_node0.delta = 0 AND draggableviews_structure_node0.view_name = 'clients' AND draggableviews_structure_node0.args = '') WHERE (node.type in ('client')) AND (node.nid != 69) ORDER BY draggableviews_structure_node0_value ASC LIMIT 0, 10 in /var/www/vhosts/prwd.co.uk/httpdocs/sites/all/modules/views/includes/view.inc on line 771.
  • user warning: Can't create/write to file '#sql_6cb_0.MYD' (Errcode: 17) query: SELECT node.nid AS nid, node_data_field_logo.field_logo_fid AS node_data_field_logo_field_logo_fid, node_data_field_logo.field_logo_list AS node_data_field_logo_field_logo_list, node_data_field_logo.field_logo_data AS node_data_field_logo_field_logo_data, node.type AS node_type, node.vid AS node_vid, node_data_field_tooltip.field_tooltip_value AS node_data_field_tooltip_field_tooltip_value, node_data_field_tooltip_contents.field_tooltip_contents_value AS node_data_field_tooltip_contents_field_tooltip_contents_value, node_data_field_tooltip_contents.field_tooltip_contents_format AS node_data_field_tooltip_contents_field_tooltip_contents_format, node_data_field_logo.field_detail_page_value AS node_data_field_logo_field_detail_page_value, draggableviews_structure_node0.value AS draggableviews_structure_node0_value FROM node node LEFT JOIN content_type_client node_data_field_logo ON node.vid = node_data_field_logo.vid LEFT JOIN content_field_tooltip node_data_field_tooltip ON node.vid = node_data_field_tooltip.vid LEFT JOIN content_field_tooltip_contents node_data_field_tooltip_contents ON node.vid = node_data_field_tooltip_contents.vid LEFT JOIN draggableviews_structure draggableviews_structure_node0 ON node.nid = draggableviews_structure_node0.nid AND (draggableviews_structure_node0.delta = 0 AND draggableviews_structure_node0.view_name = 'clients' AND draggableviews_structure_node0.args = '') WHERE node.type in ('client') ORDER BY draggableviews_structure_node0_value ASC LIMIT 0, 8 in /var/www/vhosts/prwd.co.uk/httpdocs/sites/all/modules/views/includes/view.inc on line 771.
  • user warning: Can't create/write to file '#sql_6cb_0.MYD' (Errcode: 17) query: SELECT node.nid AS nid, node.title AS node_title, node_data_field_logo2.field_logo2_fid AS node_data_field_logo2_field_logo2_fid, node_data_field_logo2.field_logo2_list AS node_data_field_logo2_field_logo2_list, node_data_field_logo2.field_logo2_data AS node_data_field_logo2_field_logo2_data, node.type AS node_type, node.vid AS node_vid, node_data_field_tooltip_contents.field_tooltip_contents_value AS node_data_field_tooltip_contents_field_tooltip_contents_value, node_data_field_tooltip_contents.field_tooltip_contents_format AS node_data_field_tooltip_contents_field_tooltip_contents_format, node_data_field_logo2.field_url_value AS node_data_field_logo2_field_url_value, node_data_field_tooltip.field_tooltip_value AS node_data_field_tooltip_field_tooltip_value, draggableviews_structure_node0.value AS draggableviews_structure_node0_value FROM node node LEFT JOIN content_type_association node_data_field_logo2 ON node.vid = node_data_field_logo2.vid LEFT JOIN content_field_tooltip_contents node_data_field_tooltip_contents ON node.vid = node_data_field_tooltip_contents.vid LEFT JOIN content_field_tooltip node_data_field_tooltip ON node.vid = node_data_field_tooltip.vid LEFT JOIN draggableviews_structure draggableviews_structure_node0 ON node.nid = draggableviews_structure_node0.nid AND (draggableviews_structure_node0.delta = 0 AND draggableviews_structure_node0.view_name = 'associations' AND draggableviews_structure_node0.args = '') WHERE node.type in ('association') ORDER BY draggableviews_structure_node0_value ASC LIMIT 0, 8 in /var/www/vhosts/prwd.co.uk/httpdocs/sites/all/modules/views/includes/view.inc on line 771.

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

No clients in system

Twitter Feed

view all tweets containing #banking
view all tweets containing #finance