Financial product design based on customer experience

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by Jayshree Venkatesan on Monday, January 5, 2015


Session type

Technical level


To provide the vision of a world where we think about financial design differently: the time for a “financial designer” has arrived


As the lives of consumers change, so do their financial needs. How can financial institutions begin to think about the design of financial products and customer experiences to keep up with these shifts? How should this be done so that it is inclusive and how can it be done so that it is a core part of any business, to reduce risks and scale? How can technology act as a backbone and how can this translate into reduced risks and higher business opportunities?


An open inquisitive mind

Speaker bio

I consult in the financial inclusion space with organisations like the Consultative Group to Assist the Poor (CGAP), a part of the World Bank, and IFMR Trust. My professional projects deal with developing financial products and structures that are relevant for rural and urban low income households. However, this is just as relevant for all of society, and with the rise in technology seems to be possible.

I have worked in the financial inclusion space for the last 6 years and was Head of origination and later CEO of the first mezzanine investment company for microfinance institutions in India. I was recently awarded the Chevening Gurukul Scholarship by the Foreign and Commonwealth Office, where I studied Social Impact Bonds as an instrument for innovative, outcome based financing. More details can be found on my website