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Embedded Finance: Personalization, AI, and Meeting Diverse User Needs

Embedded Finance: Personalization, AI, and Meeting Diverse User Needs

Update: 2025-06-10
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Join Michael Lewandowski and Joseph Johansen (JJ) as they dive into the complexities of designing for diverse users in financial services. From graphic design beginnings to leading UX XD, JJ shares his journey and experiences across consumer, small business, wealth management, and corporate sectors. They discuss the chicken-and-egg dilemma of targeting users versus starting with needs, and how the right approach depends on the problem at hand. Learn about data-informed personas, the challenges of scaling design in large organizations, and the balance between qualitative and quantitative research. It's a real talk about creating believable user experiences in finance.


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Embedded Finance: Personalization, AI, and Meeting Diverse User Needs

Embedded Finance: Personalization, AI, and Meeting Diverse User Needs

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