We help financial organizations design and deliver customer-driven products, services, digital interactions, strategies, businesses, and experiences. We start with the basic belief that financial organizations should design experiences that help people make better decisions about how to manage, protect, spend, and grow their money. This approach helps clients build trusting and productive relationships with their customers.

Our researchers and designers have observed first-hand the complicated relationships that people have with their money. We work with organizations that are interested in helping customers improve their financial situations while competing aggressively in their markets.

Collaborative Approach
At IDEO, the realm of financial services extends beyond traditional financial institutions to include health-care providers, retailers, and communities. We work closely with all of our clients to develop offerings that will engage their consumers and grow their businesses. We can offer great insights into the financial marketplace, having spent countless hours watching, observing, provoking and empathizing with people on the topic of money. We use storytelling to help clients better understand customer needs and to bring their brands to life. We rely on prototypes and pilot testing to reduce risk and guide decision-making. And, ultimately, we design new products, services, and retail environments that are branded, differentiated, and profitable.

Diverse Applications
Our experience in financial services is broad, deep, and spans the globe. Past projects include: designing new branch experiences, service models, and supporting spaces; re-branding a credit-card company and offerings; developing various interactive personal banking products; devising a retirement-planning service strategy; and helping to conceive an early-investment firm from the ground up.