Designing Wealth for Everyone: How UX and Regulation Are Shaping Finance

A new wave of fintech leaders is challenging the traditional world of wealth management by using inclusive design, behavioural research and AI to build investment products for everyone, not just the financially savvy.

In light of recent UK cash ISA rule changes, this panel explores how brands like AJ Bell, Monzo and others are leading the way in creating tools that make saving and investing more approachable and accessible.

Drawing from real user insights and practical UX strategies, we will explore how research-led product development and ethical design practices are helping financial services become more inclusive, particularly for underrepresented or first-time investors.

Expect a lively discussion featuring voices from finance, user experience and regulation, with practical takeaways for product teams, policy influencers and tech professionals.

Why Attend:

• Hear how leading financial services brands are building more inclusive and research-driven products
• Gain real insights from design, strategy, and UX leaders working in regulated industries
• Learn how regulation is shaping product and design decisions, and how to turn it into a strategic advantage
• Connect with others working in UX, product, fintech, and financial wellbeing
• Walk away with practical takeaways for your next product sprint, research plan, or design strategy