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UK & Ireland


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June 9, 2009 - June 9, 2009

Edinburgh | Lothian | United Kingdom (UK)

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As more people manage their banking, pensions and insurance online, the importance of providing a positive experience on financial services sites has never been greater. This course is for companies and organsiations who want to improve the usability of their financial service web site and incorporate user centred design into their product development life-cycle. Attendees will:

  • Understand the usability principles and best practice that apply to financial sites, including online application and transactional areas.
  • Learn how to design sites that meet the needs of the business and customers.
  • Apply techniques that will lead to more user-centred processes and pages.
  • Take part in user centered design workshops for financial services application.

What I will learn?

The day will be a balance between learning usability principles and applying them through a series of interactive workshop. Attendees will learn how to:

  • Apply a user centered design process that supports the development and business requirements.
  • Gather and incorporate information about customer needs into projects in an engaging and usable way.
  • Specify usability metrics to measure the efficiency of the product and ensure that the site is in-line with the customer's needs.
  • Apply the principles of usable screen layout and interaction design using examples from a range of financial websites.
  • Perform card sorting for information architecture analysis and apply the results to site navigation.
  • Integrate key user centered design methods into your project to ensure that the project remains customer and business focused.
  • Learn about different methods to test your website for usability.

Who should attend?

The course is appropriate for those developing new online financial service websites as well as those managing existing sites.

  • Web design and development teams and business analysts who want to understand the principles of the user centered design and design better customer focused online services and web sites.
  • Marketing and Project Managers who want to gain an understanding of the full user centered design process.

About the trainers

Donna Douglas and Clare Barnett are both Usability and Accessibility Consultants at User Vision, helping clients to gain a competitive advantage through an improved user experience.

Clare Barnett

 Clare Barnett

Since graduating from Glasgow University in psychology and politics, Clare spent 10 years in the financial industry within communications, and web design. She was the in-house user experience consultant, conducting testing, writing articles, and raising the profile of usability within the financial services.

Donna Douglas

 Donna Douglas

Donna has worked as a user experience consultant with a wide range of financial sector clients including Tesco Personal Finance, HBOS,  Britannia Building Society, GE Money, Barclays Capital and AXA Health Care. Her particular online user experience interests include web accessibility, information architecture and interface design.

What are the costs?

The cost of this unique full day course is just £300 + VAT. Lunch and all course materials will be provided for you. Book before 18th May to get our Early Bird rate of only £275 plus VAT.


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55 North Castle Street
+44 (0) 0131 225 0850
+44 (0) 0131 225 3609
[email protected]

UK & Ireland





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