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World Usability Day - Making Life Easy! Usability of Financial Management

World Usability Day 2012: Usability of Financial Systems

Usability of Financial Systems, the theme for World Usability Day 2012, will investigate and advance the application of user-centered design methodologies to financial systems and services.

As the global economy is facing difficult times financially, we think the promotion of more usable financial systems could assist in creating better decision-making models.

UXPALA will hold a talk on World Usability Day to ask 3 financial professionals:

What have you learned about what user's concerns are with regards to financial information, transactional information and all financial services that your institution offers? What can we, the UX and tech community do, to ameliorate their concerns and improve user's financial knowledge and decision making?


Dr. Jim Hudson, Paypal

Jim Hudson is a Global Research Manager in Customer Experience and Design at PayPal. In this current role, Dr. Hudson manages research teams working on large, multi-stage research projects covering all stages of the developmental lifecycle—everything from understanding customer needs to rapidly iterating designs based on customer feedback to tracking customer satisfaction of live designs. With checkout at the core of PayPal’s business, Dr. Hudson’s team has observed thousands of customers making purchases online, and has surveyed tens of thousands more. With PayPal’s fully localized websites in 24 countries, Dr. Hudson spends much of his time focused on how customer findings apply across different geographies.

Jamie Armistead, Bank of the West

Jamie Armistead is the Head of Multichannel Banking at Bank of the West. Prior to joining Bank of the West in July, Jamie was director of User Experience at Bank of America, where he was responsible for customer-facing experiences across web, mobile and ATM platforms. During Jamie’s 11-year tenure at Bank of America, he also managed the online aspects of the company’s Global Wealth and Investment management businesses and played a key role in establishing a user experience practice in the organization. Prior to Bank of America, Jamie spent time in eServices, dot coms and management consulting. Jamie holds a Bachelor’s degree in Industrial and Operations Engineering from the University of Michigan.

Sean King, Union Bank

Sean King is the Senior UX Research Specialist, AVP at Union Bank where he is responsible for managing usability testing and interaction design across all online products. Prior to Union Bank, he was a Sr. Interaction Designer at Green Dot where he worked on multiple products in the prepaid space for both web and mobile. Prior to Green Dot, Sean led User Interface development for cloud storage products at DDN.


7:00 PM - Registration/Networking/Refreshments and food

7:20 PM - Event Begins/Intro all UXPA Board Members

7:25 PM - Sponsor, community and job announcements

7:40 PM - Intro to WUD

7:45 PM - Sean King, Union Bank

8:10 PM - Jamie Armistead, Bank of the West

8:35 PM - Dr. Jim Hudson, Paypal

8:50 PM - Audience Q&A/SWAG giveaway

9:30 PM - After party at Bodega Wine Bar (1 short block south of Cross Campus)


Parking is available on Lincoln as well as on side streets all around Cross Campus. Or find parking through

Social Media Info:



@CrossCampusLA #CrossCampusLA

@HRCloud #HRCloud


@UnionBank #UnionBank

@BankoftheWest #BankoftheWest

@PayPal #Paypal

After Party

We will be heading to Bodega Wine Bar which is a short walk from Cross Campus. 814 Broadway, Santa Monica, CA 90401

Thanks to the following for their very kind donations:

Join or login to comment.

  • Roman La'Voy W.

    My wife and I loved it, extremely informative about the challenges and potentials of UX Design in the financial business world.

    November 9, 2012

    • Kristin K.

      So glad you could make it and that you found it informative.

      May 29, 2013

  • Brian C.

    A wonderful event.

    November 9, 2012

  • Osborne C.

    A lot more interesting than I thought it'd be :) All 3 speakers were extremely well spoken, gave a lot of insight on UX issues in and outside of the banking world, and had a sense of humor as well. The event itself was extremely well run with enough time for networking, eating, and just enjoying the same space as other UX professionals

    November 9, 2012

  • Hilary B.

    A five star event. Excellent in every respect!

    November 9, 2012

  • Mario N.

    excellent organization and speakers

    November 9, 2012

  • Kathryn C.

    Great speakers offering interesting perspectives on a subject that touches us all.

    November 9, 2012

  • Marcella M.

    Thanks to every who came out! What a fun event!

    November 9, 2012

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