Future Finance: Customer Journey & Innovation Experiments workshop

Day 1 – Workshop 1: Customer Journey

Format: 4.5 hrs including 30 min break

Help each business to map out a full end to end view of how they attract, acquire, deliver value to and retain customers. Identify challenges and ideate innovation opportunities within the process.

Agenda

09:00 - Arrival, refreshments available
09:30 - Introduction to the Customer Journey and the Activity
10:00 - Map Your Current State and Challenges
12:00 - Break
12:30 - Ideate Solutions
14:00 - End

Day 2 – Workshop 2: Innovation Experiments

Format: 4.5 hrs including 30 min break

Support each business to take opportunities forward from the journey workshop with a clear view of activity (framed as a time-boxed and tracked experiment) that can be run to de-risk innovation).

Agenda

09:00 - Arrival, refreshments available
09:30 - Introduction to the Experiment and Product Discovery
11:30 - Break
12:00 - What they have or need: i) Data & Insights – Already vs Need; ii) Skills & Resources – In house, External or Gaps
12:30 - Ideate and Create an Experiment Canvas
14:00 - End

Post Workshop Office Hours – Optional

Format: Up to two hours of 1 to 1 session with trainer (each session is 1-hour between weeks 1-4 and 2-4 months after

Supporting each business to work out how they execute experiments within their business to get learnings. Later sessions then help to review learnings and identify subsequent actions that can be taken to advance, or course correct. It allow each business to get feedback and hone how they implement actions.

Future Finance part of a programme called Next Generation Professional and Financial Services, delivered by Innovate UK and ESRC (Economic and Social Research Council).

This programme aims to help professional service sectors, including accounting and law, and the financial service sectors, including insurance, lending, advisory and payment services, develop and use digital technologies.