Behavioural Design training for financial services
Your customer knows what is sensible, and still puts it off.
How much effect your advice has depends on how much influence you have on the choices and behaviour of your customers. Fortunately, that can be learnt. In our two-day training you learn how to help customers choose without pushing.How much effect your advice has depends on how much influence you have on the choices and behaviour of your customers. Fortunately, that can be learnt. In our online course you learn how to help customers choose without pushing.
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€1,490 excl. VAT · 16 and 17 September 2027 · Amsterdam · max 16 participantsOnline · 33 lessons at your own pace · €1,190 excl. VAT
What you do differently on Monday.
- You know why customers put off financial decisions.You see the worry, the effort and the doubt behind every delayed decision.
- You make the sensible choice the easiest one.In the form, in the app, in the letter customers receive.
- You help customers choose without pushing them.You know when a design is fair, and you can explain that to compliance.
10,000+ professionals trained, including people from
A truly human-centered approach, backed-up by a sound method. The training brings together insights from multiple disciplines into a scalable process. Looking forward to experiment further!
Fun interactive training! Great explanations & knowledge from our trainer. Learned a lot in two days & can definitely apply this within my company.
Nice location, good structure and variety of knowledge and how to apply it. Really good taken care of during the training. Nice group and trainers and interaction makes the intensive days pass quickly.
The same two days they had. Then Monday, on your customer process.The same method, online, at your own pace.
Day 1 is about one question: why does your customer do what they do? You apply it straight away with the tools of the SUE Influence Framework©. Day 2 is about the fix. How do you make the sensible choice the easiest choice? And how do you put AI to work on it? You go home with downloads and tools you use for your own form, app or customer process on Monday. People from marketing, HR and policy sit next to you. That is on purpose.Lesson by lesson you work on one question: why does your customer do what they do? You apply it straight away with the tools of the SUE Influence Framework©. Then the fix: how do you make the sensible choice the easiest choice, and how do you put AI to work on it? In 33 lessons at your own pace you collect downloads and tools you use for your own form, app or customer process on Monday.
Need to run it past your manager first?
Forward them the brochure: the programme for each day, what you take home and what it costs. It lands in your inbox within a few minutes.Programme, outcomes and price in one place, ready to forward.
How to get your employer on board
Most participants take the training on their employer’s budget or their own training budget. The VAT invoice goes to your organisation: €1,490 excl. VAT. Open the email below, fill in three things and send it to your manager.
Six questions every financial services professional recognises.
How do I get customers to look at their pension?
A pension feels distant and complicated. Make the first step small and show what it means for them personally.
More on behaviour change →Why do customers drop out halfway through an application?
Every extra question is a moment to doubt. Remove the effort where it is not needed.
More on designing customer experience →How do I help customers in arrears take action?
Shame and stress make people leave the post unopened. A friendly, very concrete first step works better than a threatening letter.
More on persuasion →Where is the line between helping people choose and pushing them?
You are helping when the customer is still happy with the choice later. If they only find out afterwards what they chose, you went too far.
More on consumer behaviour →How do I get employees on board with a new way of working?
A new procedure does not land by explaining it. Make the new way easier than the old one.
More on making change land →How do I get customers to use the new digital tools?
Customers keep phoning when that feels familiar. Make the first digital attempt pay off straight away.
More on digital transformation →What financial services professionals ask before they sign up.
I know nothing about behavioural science. Is this still right for me in financial services?
Most participants start without any prior knowledge. You learn exactly the behavioural science you need, and you apply it straight away to real-life examples. Afterwards you know how to use it in your customer processes, communication and products.
Does this fit the rules we have to comply with?
Yes. You learn to design choices that help the customer without misleading them. Because you know how decisions are made, you can explain better why a design is fair.
Who will I be in the group with?
A mixed group of up to 16 people: marketers, HR, communications, lawyers, policymakers and managers. The mix is on purpose. You see how someone from another sector wrestles with exactly the same kind of question.
Can I claim this back from my employer?
Yes. We invoice in your company’s name and the training is EQAC-accredited. That makes reimbursement easier. Need a quote or more information for your request? Get in touch.