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Any bank, insurance agency, investment firm, or other financial services institution will tell you that one of the most common task (if not the most common) driving visitors to the site is the ability to log in to their account. Because logging in is such an important key task, it is important that the process be as clear, streamlined, and usable as possible. View our presentation to see the 5 different ways you can enhance the usability of your login process - visit the original blog post for more in-depth details: http://bit.ly/LYzXa7 We are not affiliated, associated, authorized, endorsed by, or in any way officially connected with the financial service providers shown in the example website screenshots.
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FINANCIAL SERVICES WEBSITE USABILITY TIPS
January 23rd, 2014
Login Tips for a Better Customer Experience By ForeSee Blogger, Kathy Totz 5
brought to you by the ForeSee Blog | www.foreseeblog.com
3 Property of ForeSee – Proprietary & Confidential
Blogger Kathy Totz is a Usability Auditor at ForeSee, where she uses
her experience in conducting research and academic training to
perform expert usability audits in industries such as Financial
Services, Retail, Health Care, Technology, Telecommunications, and
Government.
Read the full blog post, “Usability Perspective: 5 Financial Services
Login Tips for a Better Customer Experience” for additional details.
…proceed to tips #1 - 5
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MAKE THE LOGIN
THE MOST
PROMINENT THING
ON HOMEPAGE BY
PROVIDING THE
FIELDS DIRECTLY
ON THE PAGE
GO TO THE BLOG POST FOR MORE DETAIL
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OFFER
“REMEMBER ME”
FUNCTIONALITY
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PROVIDE AN OPTION
FOR CUSTOMERS
TO SEE THEIR
password—that is,
remove password
masking
GO TO THE BLOG POST FOR MORE DETAIL
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MAKE USERNAME
AND PASSWORD
RECOVERY AS
PAINLESS AS
POSSIBLE
GO TO THE BLOG POST FOR MORE DETAIL
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ENHANCE CUSTOMERS’
PERCEPTION OF
SECURITY AND
TRUSTWORTHINESS BY
ADDING ADDITIONAL
MESSAGING AND
IMAGERY
GO TO THE BLOG POST FOR MORE DETAIL
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We welcome you to share this presentation.
Learn more about how ForeSee helps financial services and
other industries measure, manage, and improve the customer
experience on:
Click to visit
FORESEE.COM Click to visit
THE FORESEE BLOG
