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.
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