From Execution to Driver: Elevating Design Strategy in Fintech Scenarios

From Execution to Driving: The Evolution of Design Strategy in FinTech Scenarios

In the financial industry, does your design team also face these challenges:

Difficulty quantifying its value, frequently being perceived as mere “stylists” despite endless revisions?

Lacking influence in decision-making within a compliance-heavy and business-driven environment?

Struggling to secure resource support from business units for experience optimization proposals?

The Ping An Bank design team was once in the same position—until we developed a systematic approach that makes design value visible, measurable, and business-driving. In this deep-dive workshop, we will, for the first time, comprehensively share how to achieve the strategic shift from passive execution to active driving.

What You Will Gain: More Than Methodology, a Reusable "Ping An Model"
Reframed Mindset: The Financial "People-Product-Scene" Framework
Learn to align design with business goals using industry-tailored thinking. A case study on smart customer service illustrates how we reduced complaint rates by 25%.

Tool Revolution: Intelligent Design Platforms
Discover how Ping An’s AI-powered tools generate compliant copies with 300% efficiency gains and zero errors, transforming design production.

Process Integration: Embedded Collaboration
Master strategies for co-creating “shared KPIs” with risk and business teams, weaving design into end-to-end business processes.

Experience Measurement: Bank-Wide Customer Experience System
Get an inside look at how we built a group-wide CX management system, operationalizing VOC as “daily insights” to drive experience upgrades with data—elevating design to a strategic enabler.

Workshop Feature: FinTech App Simulation
Beyond theory, walk away with proven tools from Ping An Bank, including:

1、An ROI calculation model
2、A business communication playbook
3、A guide to experience measurement

Let’s move beyond theoretical concepts and embrace tangible transformation.
Join us to explore how design can truly drive growth.

1、Icebreaker Session: Financial Industry Design Pain Points Sharing
2、Keynote Case Study: Deconstructing the Four Pillars of Ping An Bank's Experience Design Transformation
3、Group Workshop: Quantitative Simulation of Design Strategy Value
4、Roundtable Discussion
5、Q&A

1、Financial industry design teams (product, interaction, and visual designers), experience design leads, and managers seeking breakthroughs in design value.
2、Product managers for design platforms and tools.
3、Corporate innovation departments or digital transformation teams.

1、Methodology Upgrade: Gain practical insights into applying the "People-Product-Scene" design thinking framework in financial contexts, and learn how to translate design objectives into ROI metrics recognized by business stakeholders.
2、Tool Implementation: Access a proven "Intelligent Design Platform" feature checklist validated by Ping An Bank, and reuse collaborative node designs from the "One-Stop Workflow."
3、Influence Enhancement: Master communication strategies for engaging with business units, and recognize the design team’s "irreplaceable value" in smart banking initiatives.
4、Organizational Transformation Reference: Learn from Ping An Bank’s design team transformation journey—from executors to strategic drivers.