How I Would Design a Customer Journey in Finance (a series)

A series about customer journey design in finance


Below are the installments of this series which will take you through my thought on how to build a new customer journey in finance.

This series will discuss and try to answer questions such as:

  • What is a customer journey in finance?

  • What are the main parts of a customer journey in finance?

  • Why are customer journeys important in finance?

  • How do you structure a customer journey in finance?

  • How do you analyse a customer journey in finance?

  • What are the best practices and what is a good customer journey in finance?


Understand What Problem You are Solving—How to Think When Starting Out Designing a New Customer Journey in Finance.

Don’t Hold your Clients Back—Why Not Offering “Test Drives” of Financial Products is a Major Mistake

Asking for the Minimum Amount of Information Possible—How to think about the amount of information you gather during the fact find phase of a customer journey

There will be more parts to this series, and they will be listed here as they are written and published. To make sure you know when they are available, please subscribe to my newsletter here on this site.