Don Rickert Design: Finance and Banking

11 entries categorized "Finance and Banking"

Enterprise Software Systems

As Director of Consumer Insight and Human Factors at S1 Corportation, Don Rickert's job was to drive product strategy and organizational decisions through clear communication of customer insights derived from secondary and primary consumer research, including surveys, focus groups, usability testing and interviews, combined with rigorous real world observation of real people doing real things (sometimes called “consumer ethnography”). Some of the large software systems that Don and his team have helped to invent are listed below.

S1 Personal Banking
S1 Business Banking
S1 Corporate Banking
S1 CRM
S1 Full-Service Banking Solutions (S1 Enterprise Teller, S1 Sales and Service Platform, S1 Banking Call Center)

For more information on this long story...

Posted in Back-Room Operations, Customer-Facing Websites, eCommerce, Finance and Banking, Internal Interactive Systems, Project Descriptions, Software Industry | Permalink | Comments (0) | TrackBack (0)

TrustMark Bank CRM and Related

www.trustmark.com/

CRM and Bank Branch Teller Systems Prototypes

Depth Interviews
Observational Research (Ethnography)
Usability Testing
Information Architecture
UI Design

Posted in Customer-Facing Websites, Finance and Banking, Internal Interactive Systems, Project Descriptions | Permalink | Comments (0) | TrackBack (0)

M and T Bank CRM (Customer Relationship Management) and Related

www.mantbank.com/

CRM and Bank Branch Teller Systems Prototypes

Depth Interviews
Observational Research (Ethnography)
Usability Testing
Information Architecture
UI Design

Posted in Customer-Facing Websites, Finance and Banking, Internal Interactive Systems, Project Descriptions | Permalink | Comments (0) | TrackBack (0)

Check Processing System for Large Financial Institutions

Bank of America (under contract to GoldLeaf)

www.goldleaf.com/

www.bankofamerica.com/

New Check processing and imaging “backroom” system, cross-continental work coordination/communication system

Interface with physical check sorting equipment

Note: Long-term consulting engagement

Depth Interviews
Observational Research (Ethnography)
Usability Evaluation
Information Architecture
UI Design

For more information...

Posted in Back-Room Operations, Finance and Banking, Internal Interactive Systems, Physical Devices, Project Descriptions | Permalink | Comments (0) | TrackBack (0)

S1 Corporation Enterprise Teller

http://www.sone.com/

New Bank Teller System by S1 Corporation--Customer Service for Bank Branch Tellers

Depth Interviews
Observational Research (Ethnography)
Usability Evaluation
Usability Testing
Terminology Studies
Attractive Quality Studies
Information Architecture
UI Design

For more information on Enterprise Teller...

Also, see the presentation below, which has some usability testing video of an Enterprise Teller prototype.

Posted in Back-Room Operations, Finance and Banking, Internal Interactive Systems, Presentations, Project Descriptions | Permalink | Comments (3) | TrackBack (0)

State Farm Bank Online Banking

www.statefarm.com (Choose State Farm Bank)

Over a period of about 7 years, collaborated with numerous State Farm teams to create the current State Farm Online Banking system

Card-sort/naming/navigation studies (including the complex statistical analysis)
Usability Testing (lab-based)
Usability Testing (in the field)
Depth interviews (50+)
Ethnography
Visual Design
Standards and Guidelines
Information Architecture

For more information, including a demo...

State Farm Bank

Posted in Customer-Facing Websites, Finance and Banking, Project Descriptions | Permalink | Comments (1) | TrackBack (0)