The UX Playbook for Finance is an essential resource for web designers and UX professionals. This deck offers practical guidance on UX design, UX research, collaboration with stakeholders and more.
The UX Playbook collection offers a goldmine of information for website owners and designers. Google describes them as a “Collection of best practices to delight your users.”
The Playbooks are often referred to as “leaked” documents, likely because they were quietly placed on the services.google.com domain without much fanfare. However, when you start to explore the documents in more detail, it certainly feels like you’re back in school and have stumbled across the answers to your next exam.
There are seven UX Playbooks available, covering Retail & E-Commerce, Lead Gen, Travel, Finance, Real Estate, News and Content Sites, and Auto.
You can find them all here:
Google UX Playbook for Retail & E-Commerce
Google UX Playbook for Lead Gen
Google UX Playbook for Travel
Google UX Playbook for Finance
Google UX Playbook for Real Estate
Google UX Playbook for News and Content Sites
Google UX Playbook for Auto
This article will explore the top UX tips gleaned from the Google UX Playbook for Finance to help you provide your customers with a better experience while using your website.
This extensive document offers 106 pages of insight, examples and recommendations. But before you get started implementing any changes, Google reminds us that all recommendations should be A/B tested.
Because what works for these sites might not work for yours.
The recommendations identify six key areas of a financial services website:
There are also additional recommendations for websites with further goals. These include:
To save you time, we’ve extracted the key takeaway from each section so you can start implementing these changes in your own business.
Your homepage or landing page is often the first impression for users. Google UX Play recommends the following:
This page typically has the most information, and it needs to be easily accessible to the visitor. These are Google’s recommendations for getting it right:
This more general section takes a broad look at the user’s journey from discovery to conversion. Google offers the following recommendations:
As Google points out, typing on mobile is HARD, so make things easier for the user with these UX optimisation tips.
Use this as a checklist and run through the conversion process on your website. Put yourself in the position of a customer and try to run through the conversion process. Mark each item on this list as a pass or fail and then use these to implement A/B testing on your site.