Beyond Transactions Peter Merholz, president of Adaptive Path, has just posted the audio recording and presentation file of his talk “Beyond Transactions: Experience Strategies for Financial Services”.

Merholz gave the talk at Chile’s first information architecture conference.

The presentation is based on two case studies — the development of the content strategy for the public site of the Wells Fargo Bank, with the goal of getting more people to apply online; and the redesign of the customer site for an unnamed financial services and planning firm with the aim of encouraging a deeper customer relationship — and highlights five major lessons learned.

You will need the audio recording in order for the presentation file to make sense. And vice versa.

- Download audio recording (mp3, 11.5 mb, 49:55)
- Download presentation file (pdf, 1.59 mb, 21 slides)