Episode 76 - Improving the User Journey on Your Bank or Credit Union Website

Hit Record Podcast - FI GROW Solutions

In this podcast, Meredith Olmsted and Kristin Mock offer a detailed exploration of user experience strategies for financial institution websites in their discussion. They emphasize setting clear goals for user interactions, simplifying navigation to reduce user effort, and the importance of continuous website evaluation to adapt to technological and behavioral changes. This dialogue is a valuable resource for marketers looking to enhance digital strategies in the banking and credit union sectors, packed with actionable insights and grounded in practical experience.

Key Takeaways:

• Set Clear Goals for User Experience: Understanding what actions you want users to take on your site is crucial. Establishing clear goals, such as desired page time or bounce rates, helps in measuring the success of the user experience and optimizing accordingly.
• Simplify Navigation and Reduce Clicks: Ensure that the navigation on your site is intuitive and minimizes the number of steps users must take to find what they are looking for. This can be achieved by streamlining the content hierarchy and avoiding excessive submenus that can frustrate users and lead to abandonment.
• Continuously Optimize and Update: Digital environments are dynamic, with user behaviors and technologies constantly evolving. Regularly revisiting and testing your website’s key pages ensures that your user experience keeps pace with changes and continues to meet user needs effectively. Avoid a "set it and forget it" approach to maintain relevance and effectiveness in your digital strategy.