What are companies doing in the financial services industry to succeed at targeting a younger generation? How did we get to a state in which we trust technology more than a face-to-face conversation? Josh Peter, Senior Experience Designer at Ogilvy, leads this session on the business impact of technology on consumer behavior.

1. Powered by
What’s Next:
Business Impact of
Technology on
Consumer Behavior

2. Welcome
NAME
Consulting Partner, Customer Experience
& Digital Transformation,
Ogilvy Consulting
Josh Peter
Senior Experience Designer
Ogilvy

3. Tell us
where you
are dialing
in from!
What’s the weather
like in your city?

4. Do you
want this
deck?
It will be available for download
shortly after the webinar on:
slideshare.net/socialogilvy
And the recording up on
facebook.com/OgilvyConsulting

5. How to design products
for millennial. Words
spoken by a millenial.

6. I’m from the millennial
generation.

7. So I’ll probably be
offended by the end of
this presentation.

8. Also, this whole we ruin
everything is dumb but
whatever.

9. Also, these millennial
stereotypes are getting
annoying.

10. December 10, 2018 10
LETS PUT A VOICE TO A FACE.
Joshua Peter
Senior Experience
Designer
DENVER, CO
After pursuing an art studio
degree with an emphasis in
Typography and Graphic Design
at the University of Northern
Iowa, I began to focus on User
Experience design with an
empathetic approach towards the
way humans interact with
technology. When not creating
things, odds are you’ll find me
biking from one burrito to the
next or getting a sick ‘gram of my
cat, Cobbles.

11. December 10, 2018 11

12. What exactly are we
talking about?
WHAT IS IN STORE

13. December 10, 2018 13
2
Lets get to the
good stuff.
Automation & Personalization, Work
Behind the Scenes, One Thing and One
Thing Only, Social Media, Gamification.
3
Throw your brain
busters at me.
If you don’t have any questions it looks
like we’ll have time for more coffee.
1
How on earth did
we get here?
Lets dive into some ideas about how we
got here. Just how on earth does an
individual with a degree from a liberal
arts school not understand finance?

14. December 10, 2018 14
DISCLAIMER: FIRST OFF THESE ARE
OPINIONATED INSIGHTS THAT ARE BASED OF
YEARS OF FIN-TECH DESIGN EXPERIENCE AND
I’D LIKE TO THINK THIS IS CLOSE ENOUGH TO
MAKING ME CREDIBLE. I DON’T HAVE DATA TO
SUPPORT SOME OF THESE CLAIMS, BUT I DO
THINK THAT THIS HOUR WILL MAKE YOU THINK
AND HIT HOME A LITTLE BIT.
OKAY, COOL. I’M GLAD WE GOT THAT OUT OF THE
WAY.

15. How on earth did
we get here?
ONE

16. Education

17. Technology

18. Financial Service Industry

19. Life Goals

20. We’re disrupting the
market.

21. Ff

22. Ff

23. Ff

24. Ff

25. Lets get to the good stuff.

26. Automation &
Personalization

27. Who’s doing this well?

28. Ff

29. Ff

30. Ff

31. I’ve never had a face-to-face
meeting with the people managing
my money and I have full faith in
them. I don’t even think about it.

32. Any questions thus far?

33. Put in work behind
the scenes.

34. Who’s doing this well?

35. Ff

36. Ff

37. Ff

38. This company is making money
while I save money and I haven’t
done a single thing.

39. Questions? Any of them?

40. Understand what service
you want to provide and do
that one service really, really
well.

41. Who’s doing this well?

43. Ff

44. Ff

45. Robinhood doesn’t do it all. But
they got me excited and taught me
about a very intimidating sector of
the financial industry.

46. Brainbusters?

47. Do not become another
social media application.

48. Who’s doing this well?

50. December 10, 2018
“The Cash app is genius in its simplicity. The home
screen consists of a large dial pad with two options:
Pay, or Request. It’s simple, easy to use, and easy to
find friends who use it. And, unlike other payment
apps, it never shares or publishes your financial
transactions. For me that makes it No. 1.
50
- Ogilvy Experience Writer

52. They also found a way to
gamify spending money.

55. The Cash app got me to spend
money when I didn’t need to
and I was excited about it. I
think that falls somewhere in
line with “the dream”.

56. Questions?

57. Finally, what do all of these
companies have in common?

58. Transparency.
Trust.
Respect.

59. Everyone wants these
features.

60. This is your last chance.

61. Questions?
NAME
Consulting Partner, Customer Experience
& Digital Transformation,
Ogilvy Consulting
Josh Peter
Senior Experience Designer
Ogilvy

62. Thank you.