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 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

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

This playbook is a comprehensive resource tailored for innovation practitioners—not just learners, focusing on practical implementation and real-world results. We, InnoEdge Group, as a trailblazer in Design Thinking Applications in Hong Kong, have collaborated with government departments, universities, professional organizations, and industry associations to deliver over 250 case study seminars and tool application workshops. These efforts have empowered professionals across industries to effectively integrate design thinking into their daily work, driving meaningful innovation and growth.

Since 2020, the playbook has evolved into a dynamic platform featuring over 150 high-quality videos and articles in Cantonese/Chinese, Putonghua, and English, categorized into 8 focused areas for practitioners at every stage. Reflecting our vision of Knowledge Inheritance & Sustainable Development (知識承傳,持續發展), it marks a significant milestone in advancing design thinking practices and fostering sustainable growth in the Chinese world.

With over 5,000,000 views to date, this milestone highlights the strong demand for practical design thinking knowledge and its impact on solving complex challenges. The playbook remains a pure, nonprofit resource for entrepreneurs and leaders shaping the future.

Official website www.DesignThinking.org.hk