2013 Face of Finance Program

Join Us October 30th, 2013

The User Experience Center (formerly Design and Usability Center) is excited to present the 2013 Face of Finance conference.  The Face of Finance conference is a one-day forum for the financial services and user-centered design industries. Attend expert presentations and panel discussions that will help you create and champion effective and engaging user experiences for financial web sites and applications. 

8:00-8:45 a.m. Registration; Continental breakfast    
8:45-9:00 a.m. Welcome Session     
9:00-10:00 a.m.

Plenary Session 

Dan Munz, Consumer Financial Protection Bureau (CFPB) 

 

 
10:00-10:15 a.m. Break  
  Track A   Track B   Track C 
10:15-11:00 a.m.

The Strategic Triangle: A model for Embedded UX

Eva Kaniasty,  Red Pill UX

Financial Decision Making: Four Truths that Drive Effective Design

Colleen Roller

A Case Study: Mutual Funds Redesign -When User Research, Design, and Collaboration Really DO Create Great Customer Experiences

Doug Roerden, Fidelity

Ann Chadwick-Dias, Fidelity

Lauren McKenzie,  Fidelity

11:00-11:15 a.m.

Break  
11:15 a.m. - noon

Creating Simplicity Out of Chaos

Kristyn Harmon, Sallie Mae 

Emotional Design and Complex Systems

Toby Bottorf, Continuum Design

 

Best Practice for Bank Web Site Navigation

Peter McNally, Bentley User Experience Center (UXC)

David Juhlin, Bentley User Experience Center (UXC)

noon -1:15 p.m. Lunch    
 

Tour of the Bentley User Experience Center (UXC) 

 

“SIG” table Thought Leadership as a Differentiating Strategy for Financial Services Providers

Marc Resnick, Bentley University

 
1:15-2:00 p.m.

Squared Away: A National Financial Advisory Website

Steve Sass, Boston College

Anek Belbase, Boston College

Essential Skills for Advising Female Clients

Kathleen Burns Kingsbury, KBK Wealth Connection

Improving Online Lead Generation for Bank Applications: How to increase conversions without changing your third-party software products

Jason Smith, OHO

2:00-2:15 p.m. Break  
2:15-3:00 p.m.

Workshop

Part I

The Face of Financial Decision- Making 

 Justify

Moderator: Elizabeth Rosenzweig, Bentley UXC

Christopher Fry, MIT

Henry Lieberman, MIT

 

Part I

Better Client Communications to Impact Better Outcomes: Creating Systems that Work for the Team

Susan Black, CFP

Rosalie Clough, CFP

Experience Strategy

Dan Schwartz,  Bank of America

James Christie, Mad*Pow 

3:00-3:15 p.m. Break  
3:15-4:00 p.m.

Workshop

Part 2

The Face of Financial Decision-Making

 Justify  

Moderator: Elizabeth Rosenzweig, Bentley UXC

Christopher Fry, MIT

Henry Lieberman, MIT

Part 2

Better Client Communications to Impact Better Outcomes: Creating Systems that Work for the Team

Susan Black, CFP

Rosalie Clough, CPC

Innovative Techniques for Researching Financial Customers

Meena Kothandaraman, Motivate Design, Bentley University,

Emily Chu, Motivate Design

4:00-4:15 p.m. Break  
4:15-5:15 p.m.

Plenary Session,

Scott Blandford, Chief Technology Officer (CTO), Retirement and Individual Technology,

TIAA/CREF

5:15-6:30 p.m. Reception  
 
 

 

 

The Face of Finance is brought to you by the generous support of our sponsors: 

Gold Sponsor 

Silver Sponsor

 

 

Silver Sponsor