Experience Design Trends
Financial Services Sector | 2025-26
Capitalize on the Trends of Tomorrow
Take a step into the future of finance.
Covering key sectors of the domain – Banking, Investment and Wealth Management, Payment Platforms, and Insurtech, this edition offers in-depth insights into emerging shifts, along with practical strategies for adapting effectively.
Backed by exhaustive research, analysis, and real-world domain expertise, this report also delves into tangible benefits for both customers and businesses, making it a must-have tool to understand the evolving landscape of user experiences and conquer it.
Why This Report Deserves Your Attention?
The financial world is at a crucial crossroads. With a new generation of spenders and investors, there’s a strong push to innovate. Users want experiences that feel safe, seamless, intuitive, and, most importantly, personalized to their journey and needs. Whether you’re working on enhancing digital banking platforms, beefing up fraud protection, or revamping insurance journeys, it’s vital to grasp what customers expect now and, in the future, for businesses to stay relevant and armed with a competitive edge.
Expert PoV
“We have seen that the most impactful solutions aren’t the most complex — they are the ones that make people feel in control. When money moves through invisible systems, our experience guidelines ensure it still feels human, grounded, and undeniably clear.”
Pradnya Salvekar
Vice President, Delivery
Merkle, a dentsu company
“Clients don’t just want new-they want dependable. The real challenge isn’t transformation; it’s doing it without disruption. True innovation in financial services is judged by not what’s flashy, but by what quietly works every day.”
Deepak Das
National Lead, IT Strategy & Transformation
Nippon Life India Asset Management Limited
“IT partners have a critical role in making AI real, not just by showcasing capability, but by owning outcomes. Clients need clarity on cost models, confidence in consistency, and proof that AI can deliver measurable ROI. The real challenge isn’t the tech-it’s translating it in ways that are relevant, tested, and low-risk.”
Debadatta Barik
Vice President, Delivery
Merkle, a dentsu company
“Digital transformation in financial services isn’t just about scaling tech; it’s about earning trust at scale. For wealth platforms to thrive, they must feel as secure and personal as a conversation with your advisor.”
Abhijit Shah
Chief Technology Officer
Nippon Life India Asset Management Limited
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