How to Achieve Design Breakthroughs in the Face of Complex Financial Business Scenarios
Speaker
  • Lu Yi Lu Yi ICBC Interaction Design Lead

    He participated in the establishment of ICBC experience design team from 0 to 1, and built the complete infrastructure of experience design process, method and tools. He has rich experience in product design in key business sectors such as basic finance, government and enterprise finance, wealth management, etc. He is good at solving specific design problems from overall to local insight through systematic design methods in the face of complex financial business scenarios.

    Design philosophy: simple finance, open and borderless.

How to Achieve Design Breakthroughs in the Face of Complex Financial Business Scenarios

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Session C4
Meeting room Undetermined
Time 12/30 09:00-12:00
Type Workshop
Language Mandarin
Direction Design Thinking
keynote content
Content Introduction

In recent years, the banking industry has seized the historic opportunity of digital transformation of the whole society and promoted the upgrade of financial information technology with financial technology and open services. The complexity is a topic that cannot be avoided in the process of financial product design. Through this workshop, participants can learn the practical experience of the banking industry for government and enterprise finance, wealth management and other complex business scenarios, help designers in related fields to learn systematic design methodology and patterned design solutions, and improve designers' global thinking ability and practical design ability.

These seemingly unrelated subjects and objects, combined with each other, have created many financial business scenarios, covering all walks of life and various roles. The products are diverse. If the design resources are invested in a single point, the cost will be too high and the income will not cover the expenditure; If the development is allowed to acquiesce in the degradation of product experience, and the brand effectiveness will be affected in the long run, all these conclusions point to the same design problem: is there a systematic design method that can integrate and eliminate this complexity from point to point, while meeting the rapid iterative research and development needs and helping business development? This is the primary problem that every design team in the financial field needs to consider and solve.

Through this workshop, participants can learn the design integration strategies and practical experience under complex business scenarios such as government, enterprise, finance and wealth management, help designers in relevant fields learn systematic design methodology and modular design solutions, and improve the overall thinking ability and design practice ability of designers.

The content of this workshop mainly includes.
1、Analysis of complex financial business scenarios
1.1 Government and enterprise finance: scenario-based products for government, enterprises and related individuals
1.2 Wealth management: wealth management products for 450 million users' fund flow and precipitation
1.3 Commonality of complex financial business scenarios

2. Complex financial business scenario design methods
2.1 "Disassemble, merge, draw and use" 4-step design system framework
2.2 Combining user logic and brand logic to give design language
2.3 Talking about the design pattern from the user's financial succession behavior
2.4 Build complex financial business systematic design assets

3.3 Design thinking tools for complex financial business scenarios
3.1 Using Design Token to shape product family features
3.2 Design goal disassembly based on the financial chain

Structure and Agenda

1、Analysis of complex financial business scenarios
2、Introduction to complex financial business scenario design methodology
3、Introduction to complex financial business scenario design thinking tools
4、Set up proposition field practice session & sharing session
5、Q&A

Target Audience

1、Interaction designer in finance
2、Visual designer
3、Experience designer
4、Relevant practitioners interested in financial product design

Participants Benefit

1、Design methodology for complex financial business scenarios, and the complete process for building the methodology
2、Design cases related to government and corporate finance and wealth management
3、Establish design features and clarify design direction through design thinking tools
4、Learn all kinds of financial product model assets mentioned in the methods and cases

Work Case
  • Discussion on the design mode from the user's financial continuity behavior
  • Disassembly of financial management design goals based on user journey
  • Wealth management experience design framework
  • Vision of Complex System Design Methodology
  • Complex system design engineering process
  • Complex Systems Issues and Challenges
  • Systematic design assets for complex financial scenarios
  • Systematic design assets for complex financial scenarios
Guess You Like
  • Discussion on the design mode from the user's financial continuity behavior 18
  • Disassembly of financial management design goals based on user journey 28
  • Wealth management experience design framework 38
  • Vision of Complex System Design Methodology 48
  • Complex system design engineering process 58
  • Complex Systems Issues and Challenges 68
  • Systematic design assets for complex financial scenarios 78
  • Systematic design assets for complex financial scenarios 88
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