Financial Confidence Playbook: Faster product-market fit for digital finance at the last mile
Join us in celebrating the launch of the Financial Confidence Playbook, an online design guide that synthesizes insights and best practices from 100+ products and prototypes that IDEO Last Mile Money has built with our partners in emerging markets over the past four years.
In this one-hour webinar, IDEO designers will provide a live walkthrough of the Playbook, invite partners to share their experiences applying Financial Confidence to their products, and host audience Q&A. For more information about the Playbook, see the information below.
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“Pulling hard-earned wages out from under the mattress and putting them into an abstract financial app or virtual wallet is a daunting task for the 1.4 billion unbanked adults globally at the last mile of financial access.”
The Financial Confidence Playbook is a guide for everything a product team designing financial services needs to get grounded in how to take their product to the next level to make their products more usable, intuitive and valuable to low income people.
The Playbook includes:
About Last Mile Users: what’s unique about a “last mile user” from challenges like having low literacy, being new to formal finance to how they’re an untapped market eager to adopt new services
Use cases: using a show-and-tell format, we lift up key insights behind each design decision in a screen or part of the experience for different financial use cases eg. savings, credit, remittances etc.; and we explain the value proposition, or the “why” last-mile users might try out and adopt a service
Product flows: We go deeper into different moments in a product journey and what it takes to solve for user challenges in common flows, for example, we show how a user can onboard, see the value of a service, “look before they leap,” and confidently sign up—and how we staged it in just a few screens
Figma Library: we give unprecedented access to product flows we’ve featured on the Playbook website -containing end-to-end, screen-by-screen flows from some of our top case studies ; and we deliver it in an industry-standard software that product teams and developers already use.
Visit the Financial Confidence Playbook: www.financialconfidence.design
To read more on the challenges and insights around Financial Confidence, check out FastCo's article about the Playbook: “Billions of users are still coming online. Here’s how to design for them."