Free eBook for BFSI Product Teams
Different Screen. Different Behavior. BFSI
Ten banking, insurance and investing journeys that need a different design on every screen.
What you will find inside:
Most BFSI product teams design one experience and resize it for every screen. A banking dashboard, a loan form, and an insurance quote flow all get the same responsive treatment, as if the phone user and the laptop user were having the same moment.
They are not. Someone checking a balance between meetings has a different attention span and reason for being there than someone comparing insurance plans across browser tabs at a desk. Force one layout onto both and someone drops off: at login, the fifth form field, or the document upload screen.
This eBook walks through ten of those moments: login, dashboards, loan applications, portfolios, insurance quotes, transfers, KYC, calculators, notifications, and cross-device journeys. Each section names the mistake teams repeat, the behavior driving it, and a hypothesis worth running.
It is written for product managers, designers, and growth teams across banking, insurance, and investment platforms who want decisions grounded in real device behavior, not just responsive layouts. By the end, you will have ten testable hypotheses and the metrics to know if each one worked.
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