DT 3.0 Playbook: Banking and Insurance Sectors


Design Thinking 3.0 Playbook: For Start-Up, Step-Up & Scale-Up Entrepreneurs

Category 1: Banking and Insurance Sectors

Design Thinking has revolutionized the banking and insurance sectors by placing customer-centric innovation at the core of their services. From enhancing user experiences, as seen in HSBC and DBS Bank, to creating neobanks like Swissquote, financial institutions leverage Design Thinking to drive digital transformation and improve customer satisfaction.

In insurance, companies like MassMutual and Prudential innovate by targeting niche markets and fostering a culture of corporate creativity. Whether it’s human-centered fintech, green loan designs, or digital marketing strategies, these cases highlight how Design Thinking empowers organizations to adapt, grow, and deliver exceptional value in a rapidly evolving landscape.

Banking Sector

Execution Practices
100
How Design Thinking Works for the Finance Service Sector
Cantonese Video
Case Studies
101
HSBC: Digital Transformations through DT – User Experience Improvement
Cantonese Video
102
BBVA: Creating Change through DT-based Digital Transformations
Cantonese Video
103
CTBC: Enhancing Customer Experience through Effective Digital Management
Cantonese Video
104
Swissquote: Creating a Neobank through Design Sprint
Cantonese Video
105
DBS Bank: How Design Thinking is Changing the Banking Industry
English Video
106
A HK Bank: How a Design Sprint Led to a Breakthrough in Customer Retention and Generated HK$3 Billion
Chinese Article | English Article
107
Creating a Memorable Experience To Retain Valuable Banking Customers
English Article
108
Application of Design Thinking in the Banking Branch Services in Beijing, China
Putonghua Video
109
Application of Design Thinking to Green Loan Contract Design Services in Europe
Putonghua Video
110
How do Human-Centered Fintech innovations change the world?
Cantonese Video

Insurance Sector

Execution Practices
120
Design Thinking Practices for the Insurance Sector
Cantonese Video
Case Studies
121
How Digitalization Creates Unlimited Opportunities for the Insurance Sector
Cantonese Video
122
An HK Insurance Company: Enhancing 124% of Closing Rate in the Cold Market
Cantonese Video
123
How to Conduct Human-Centered Digital Marketing for the Insurance Sector
Cantonese Video
124
MassMutual: Developing Youth Market Segment through Career Planning Strategies
Cantonese Video
125
Baloise: Promoting Home Insurance to the Youth Market Segment
Cantonese Video
126
Prudential: Building Corporate Innovation Culture to Sustain Business Growth
Cantonese Video
127
An Insurance Company: Developing WOW Employee Experience for Breakthrough Sales Performance
Cantonese Video
128
Creating Unlimited Business Opportunities for an Insurance Sales Force
English Article


Next Steps in Your Design Thinking Journey

Continue your innovation journey with the following 3 Options to deepen your Design Thinking practice and amplify your impact.