Tools: Attest, UXPressia, Figma, Adobe InDesign, Adobe Acrobat Accessibility audit, Adobe DAM, Readable
Since the start of Covid-19, Santander have been running virtual events on various topics.
It has been fairly successful, especially in conjunction with other campaigns going on.
However, the event attendance has been gradually falling.
The team wondered: 'How might we educate our customers differently? Is this product (events) still needed?'
A webpage hosted on the core Santander website offering a more diversified content that would match various preferences and learning style.
In addition, a more specialised events content will be developed and run in conjunction with campaigns.
Methods used:
Surveys - post event surveys to examine feedback and customer profile (the feedback continuously gathered post-events and feeding the existing reports and NPS) and a survey into learning styles of different age groups using Attest
Colleagues’ interviews - they were the ones presenting, so their experience mattered too!
Trapdoor testing: to explore the topics that public might find interesting (a test webpage to gauge engagement and interest in a variety of topics)
Conversations with the subject matter experts in various areas to understand business requirements for the content
Studying competitors' proposition and (secretly) attending their events
Conclusions:
While the events format was working, it wasn’t working for everyone - the average age of attendees was 60!
More diversified content was needed
Events proposition would also need to evolve to become more specialised and relevant to other campaigns by the bank
Moving the website in-house could potentially increase visibility and traffic (the current events website didn't get many visitors)
Following the research, a number of personas and journeys have been created (I found the UXPressia tool pretty helpful for this).
The next challenge was to bring all the hosting in-house and launch a page with minimal budget. There have been some videos in use, although after a review, some of them had outdated information that was changed. In addition, a number of downloads was created to show simple steps to protect oneself from scams as well as where to find support if money are a struggle. All the content was run through accessibility audit and Readable to comply with Consumer Duty. Brand assets were used to create the downloads to ensure zero complaints from the Brand strategy team.
The page prototyping was done in figma and handed over to the developpers team with annotations. There were several iterations to ensure brand guidelines and design system are followed. In addition, some features were kept for future development (podcasts, filters).
And…
This wasn’t only about the customer.
The events website has been hosted by a third party provider charging £13k a year plus any upgrade costs (e.g. migration to a new PHP version).
The website didn’t have capacity to host a lot of content and the traffic was pretty low too.