5 Tips for User Testing at Financial Services Companies | UserTesting Blog
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Jennifer DeRome Jennifer DeRome
5 min read
5 Tips for User Testing at Financial Services Companies | UserTesting Blog

We recently sat down for a chat with Maggie Young, a customer experience evangelist, to discuss the unique challenges financial services companies encounter when conducting user research-and why none of those challenges should dissuade companies from doing frequent user testing studies. Maggie spent a few years leading the User Research and Insights team for the digital customer experience initiative at Citibank and gained some interesting perspective on integrating regular user testing within a financial institution-an industry that's often restricted by strict regulations and privacy concerns. After running a successful team at Citibank, we knew Maggie would have some great advice for other financial companies interested in conducting user research. Here are her top five tips:

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