Service Design Methods to Assist the Growth of Finance

With the economic development, the scale of high net worth users is gradually expanding, the industry has a lot of room for development. The market for universal financial users of the platform, but for high-net-worth financial users of the platform is rare. Taking this opportunity, CICC, the "Investment banking aristocrat", teamed up with the Internet Giant Tencent to build on CICC's research and development capabilities and licensing advantages, as well as Tencent's technological capabilities and channel advantages, to jointly create a private banking service within Tencent's eco-wealth-sharing version of CICC. Through the online financial management platform, and the online exclusive investment services, to create a difference from most of the financial sales format.

How to take advantage of the combination of online and offline to create the ultimate service experience? How to give investment to enable investment to better service users? We have been constantly thinking and innovating, connecting online and offline service experience, looking for key design points, to provide users with private service experience.

This workshop will share with you: Facing the financial needs of high net worth users, how can we focus on investment advisory services, open up the online and offline experience link, create unique user financial experience, and help business growth.

1、Demand of high net worth financial users
1.1 Portraits of high net worth users
1.2 Differences between high net worth users and ordinary users
1.3 Financial difficulties and demands of high net worth users
1.4 User Segmentation

2、How to connect online and offline service experience of high net worth financial users
2.1 Main types and features of financial products
2.2 How to match appropriate financial products for users through user stratification
2.3 How to build a series of online and offline sales system

3、Build a growth system centering on the full life cycle of users to help business growth
3.1 Global funnel experience map of users around business growth
3.2 Power points of user growth in different stages
3.3 Design the peak user experience around key nodes

1、Workshop introduction: Understand the differences between different financial users
2、Sharing theories and methods: How to serve high net worth users online and offline to help business growth
3、Case analysis: Create extreme service experience by combining offline real person and mobile terminal
4、Practical interaction: group discussion, experience series between users and investment services, and scheme design attempt
5、Open questions and answers: Q&A free exchange
6、Summary and review

1、Medium/Senior interaction Designer and product experience Designer
2、Junior/Intermediate Product Manager and Operation Manager
3、Interested in Internet financial practitioners

1、Understand high-end user profiles and financial pain points
2、Harvest the high-end user service design methodology
3、Understand the growth methods of high-end financial services
4、Broaden the system thinking for daily design