Webinar “Evolution of Financial UX: From Static Apps to Proactive Copilots”
Don’t make users search for features — make the features find the user!
Financial apps have grown dramatically over the past decade. What started as simple tools for PFM has turned into complex super apps — loans, investments, loyalty programs, budgeting tools, etc.
But as products expand, so does the cognitive load on users. Users often don’t know which features exist, where to find them, or when they might be useful. Many valuable capabilities remain buried in menus that people rarely open.
We envision a future where users no longer “navigate” apps but are guided by them. The next-gen of financial products will rely on proactive UX — interfaces that understand context, anticipate intent, and surface the right actions at the right moment.
On April 2, join us for the live session “Evolution of Financial UX: From Static Apps to Proactive Copilots.” We’ll explore how “invisible banking” is becoming a real competitive advantage — and what it takes to move legacy financial products to proactive, intent-driven interfaces.
Wherever you are, here’s when to join:
- 12:00 PM EDT (New York, Toronto)
- 5:00 PM BST (London)
- 6:00 PM CEST (Berlin)
We will break down the Invisible Banking Triad and show you how to transition from complex legacy products to a resolution-first strategy.
You will learn:
- How to keep legacy features relevant and useful in modern digital ecosystems
- How financial products are evolving into intent-driven experiences
- Why “time-on-task” is replacing “time-in-app” as a success metric
- Are we witnessing the decline of traditional interfaces?
- Generative UI vs static menus
- Why true personalization relies on intent-based flows that react to context and behavioral triggers
- AI consultants and digital twins as the future of customer service in financial products
Who should attend?
- Product Managers in fintech, banking, and financial platforms
- UX / CX designers working on complex products
- Founders building consumer or B2B fintech solutions
- Innovation, growth, and digital teams in banks and credit unions
- ...and anyone working on financial products!
Leading the session:
- CX/UX Consultant, EBRD Star Venture Program Mentor, MBA
- Visiting Lecturer in CX & Innovation Management
- CEO @ Craft Innovations
- Lead UX Designer @ Craft Innovations
- 5+ years of close work with complex fintech products
- Expert in in-depth user research
We’ll wrap things up with a live FAQ at the end of the session. It’s a great chance to get input not just on the future of UX, but also on your specific product challenges. Come prepared!
Time: 11:00 am EST
Free!
