Duration 5 days – 35 hrs
Overview
This 5-day enablement program strengthens UX literacy, cross-functional collaboration, and decision-making capability for banking business and product stakeholders. It helps participants understand how UX/UI teams work, how to engage meaningfully in design discussions, and how modern prototyping and AI-supported workflows contribute to better digital outcomes—without requiring participants to become designers.
Objectives
- Establish a shared understanding of UX/UI fundamentals in a banking context and how they improve digital experiences
- Improve cross-functional collaboration using FigJam and Figma for early alignment and problem framing
- Navigate, review, and validate Figma designs and interactive prototypes with confidence
- Provide clear, structured, and actionable feedback to reduce rework and improve delivery speed
- Identify common usability risks and quality gaps early (flows, errors, content clarity, trust cues)
- Understand the design-to-handoff workflow and how designs move from Figma to development
- Build awareness of AI-assisted UX workflows, including Figma Make, for faster ideation and iteration
- Support better product decisions by aligning design outcomes with business goals, customer needs, and compliance constraints
Audience
- Product Owners / Product Managers (Mobile Banking, Digital Channels, Cards, Loans, Payments)
- Business Analysts / Requirements Analysts
- Digital Transformation / Innovation Teams
- CX / Service Design / Customer Journey Teams
- Channel / Business Owners (Retail, Corporate, Branch Digital, Self-Service)
- Project Managers / Delivery Managers / PMO
- Scrum Masters / Agile Coaches
- Marketing / Brand / Digital Content Teams
- Operations / Process Owners / Back-office Leads
- Customer Service / Contact Center Leaders (pain points + service recovery journeys)
- Risk & Compliance Teams (UX compliance-by-design)
- InfoSec / Privacy / Data Protection Teams (secure UX patterns, consent, data handling)
- QA / UAT Teams (UX validation, usability checks, acceptance criteria)
- Front-end / Mobile Dev Leads (handoff alignment using Dev Mode)
Prerequisites
- Basic computer and internet skills
- Familiarity with banking/digital product processes (helpful)
- Willingness to join workshops and collaborate using FigJam/Figma
- Laptop/PC with stable internet and a Figma account (Free or Company)
Course Content
Day 1 – UX/UI Fundamentals for Banking
Goal: Build UX literacy for banking—trust, clarity, usability, risk awareness.
- UX vs UI: what stakeholders must know (and what not to over-control)
- Digital banking UX principles: trust, security cues, clarity, speed
- Banking journeys: onboarding, login/MFA, transfers, bills payment, disputes
- Common UX issues in banks: friction, drop-offs, confusing terms, error handling
- What “good UX” means for stakeholders: outcomes, adoption, fewer complaints
Workshops / Outputs
- “Good vs Bad” banking screen teardown
- UX vocabulary cheat sheet for stakeholder reviews
- Mini exercise: improve a confusing flow using UX heuristics
Day 2 – Collaborative Thinking using FigJam
Goal: Align early using FigJam—before jumping into UI design.
- Stakeholder collaboration workflow using FigJam
- Problem framing: goals, pain points, constraints (risk, ops, compliance)
- User personas for banking segments (retail, SME, corporate)
- Journey mapping & service blueprinting (frontstage/backstage)
- Prioritization: impact vs effort, quick wins vs strategic fixes
- Using AI-assisted brainstorming/templates in FigJam (optional)
Workshops / Outputs
- Create a Banking Journey Map (e.g., account opening / transfer)
- Build a Pain Point Backlog + Opportunity List
- Define success metrics (drop-off, time-to-complete, error rate)
Day 3 – Introduction to Figma & Basic Prototyping
Goal: Understand how designs are structured and how prototypes communicate intent.
- How Figma files are organized: pages, frames, components, styles
- Reading UI layouts: spacing, typography, hierarchy, consistency
- Banking UI patterns: forms, dashboards, transaction lists, confirmations
- Prototyping basics: screens → links → flows → basic interactions
- How stakeholders should comment and review properly (no “pixel wars”)
Workshops / Outputs
- Navigate a sample banking Figma file confidently
- Create a simple click-through flow (Login → Home → Transfer → Confirmation)
- Feedback exercise: write “good vs bad” review comments
Day 4 – Interactive Prototyping, Design Review & Handover
Goal: Review like a pro—spot risks early and reduce rework.
- Interactive prototypes: overlays, transitions, micro-interactions
- Design Review Framework for banking:
- usability + clarity + trust
- error prevention + recovery
- accessibility basics (readability, contrast, tap targets)
- “Design-to-Delivery” collaboration process
- What Dev Mode is and how handoff works (stakeholders + dev alignment)
- How to avoid common delivery issues:
- unclear states (loading, errors, empty)
- missing edge cases
- inconsistent labels/terms
Workshops / Outputs
- Prototype walkthrough + structured review using a checklist
- Identify usability risks and propose improvements
- Create a handoff readiness checklist (what “done” looks like)
Day 5 – AI in UX & Prototyping with Figma Make
Goal: Understand AI-supported UX workflows and responsible use.
- Overview of Figma AI capabilities (assist, rewrite, explore ideas)
- Introducing Figma Make: AI-driven multi-step prototyping for faster iteration
- When AI helps in banking UX:
- faster layout exploration
- multiple variants for flows
- content clarity improvements
- When AI is risky:
- privacy, misleading screens, fake trust cues
- compliance misalignment
- Governance: stakeholder guardrails for responsible AI prototyping
Workshops / Outputs
- Create or review a Make-generated prototype variant
- Compare 2–3 design options and select the best based on business goals
- Final output: Stakeholder UX Review Toolkit
- review checklist
- feedback guide
- alignment template
- prototype demo script
