Financial Wellbeing

Now is the time for leaders and change makers across financial services to create compelling digital solutions and innovative experiences that produce behavior change, achieve financial wellbeing and drive business results.

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We work within the Financial Services domain to translate customer data into personalized experiences.

Retail Banks

Today’s challenger bank may not be a financial services company at all. We work with our retail banking clients to address these competitive pressures. Our extensive experience with banking clients has produced a rich set of insights into customer behaviors, and our work outside the category, for instance with Netflix sheds light on the experiences people want.

Multi-line Financial Organizations

We have reduced customer service costs and increased member aquistion and retention for many of the top U.S. multi-line financial services organizations by reimagining the way their customers interact with their products and services. We have a proven track-record navigating lines of business, and ensuring the integrity of a seamless customer experience as we bring together multi-product offerings.


We work with some of the leaders within the insurance category to challenge paradigms of the past in favor of mobile-disruption and product-based innovation. Through strong collaboration with risk officers and product teams, we help envision and build next-generation insurance products that cater to convenience. We  ensure our solutions are respectful of regulatory realities while also pushing the envelop in the interest of best-in-class experience as a market differentiator. 

Wealth Management & Investment Companies

Wealth Management is in the midst of a surge in automation that will continue to revolutionize how investment services are delivered. It’s more critical than ever to thoughtfully blend human and digital channels to provide best-in-class experiences. For institutional clients, our team understands the complexity of selling through an intermediary and can help ensure a strong, seamless experiences focused on the needs of brokers or investors.

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Our annual FXD conference provides a unique learning and networking opportunity to move your organization forward to confront new challenges. A gathering of executives, experts, visionaries, and progressive thinkers across Insurance, Banking, Wealth Management and Fintech gather for this one-and-a-half day of inspiring presentations, workshops and discussion that will help drive real world change.

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Money Makes the World Go 'Round

These days, the financial experience landscape is changing rapidly. Regulations are tighter and politically driven. Investments in FinTech innovation approach $130+ billion since 2010, signaling a new era of reinvention within the industry. Across the industry spectrum, consumers face an overwhelming array of products and services often not well-designed around their wants, needs, and behaviors.

Bankruptcy, debt, and diminishing retirement savings are urgent concerns that many consumers face and underserved populations struggle living paycheck to paycheck, not being able to afford the necessities of life. This all presents an opportunity for savvy financial organizations. Wise and nimble digital choices will reward companies that evolve beyond quarterly profits and begin arming consumers for financial health, and truly supporting them in the transition.

At Mad*Pow, we see these challenges in the financial services industry as an opportunity to improve the experiences people have with financial systems; making people's lives better through design. We’re also strong believers that purposeful design will deliver true financial wellbeing to consumers and families, helping them achieve their financial goals, while also delivering great business results.

Deeper client interaction in financial services requires more than just tweaking existing products. Relationships must be re-thought, perhaps reborn. Design, in all of its motivational formats, can be a differentiator when seeking to enlist clients and customers in new and expanded ways.

It starts with revealing people’s needs and goals. With that understanding we optimize how financial services organizations can be focused to satisfy those desires through customer experience innovation informed by behavior change theory, paving the way to motivate customers to be more financially savvy and aware. Then, we design and deploy amazing digital products to enable seamless real-time experiences that deliver results.

We are experts in using the power of design to explore and deliver new opportunities for end customers. If you want to stay vital in changing times, this isn’t optional. We do this for a wide variety of financial services organizations, with some of the results highlighted below.

In addition to our work and insights shared below, Mad*Pow also hosts the annual Financial Experience Design Conference (FXD), which brings the worlds of finance, design, experience, innovation, and motivational psychology together – with the goal of improving financial experiences and stimulating movement toward financial wellbeing for all. This year’s conference was held October 20 & 21 virtually. To learn more, visit


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