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Financial Design Experiment Cheatsheet

Show Me the Money

Money talks. These concept experiments help you hear it.

20 ready-to-run concept experiments for FinTech

Financial ideas depend on trust, clarity, and the offer. These experiments show you which ideas spark interest and which fall apart once real people see them. Before you spend real dollars, you learn where your concept shines, where it stumbles, and what would make people say yes.

Design Experiments

Quick concept reads on:

  • Do people understand it
  • Does it feel safe and credible
  • Does the offer feel worth it
  • Does it spark interest
  • Does it move them forward
View Cheatsheet

Each experiment uses a Design Stack powered by UX metrics. These open metrics in Glare reveal the signals behind user reactions. You see where friction forms, where confusion builds, and where a small tweak could turn a stalled idea into one that earns a clear yes.

Here are 20 ready-to-run financial experiments:

It's the simplest way to pressure test your idea without burning time or budget.

No guesswork. No long research cycles. Just fast, useful reactions from real people.

Design Stack graphic
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FIGMA

Concept Experiment Cheatsheet

20 Financial Product and Marketing Concept Experiments
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MEASUREMENT

What are UX Metrics?

UX metrics measure how people feel and behave when they encounter your concept. They turn reactions into design signals you can track, compare, and improve.

Our open Glare framework groups metrics into three buckets:

Together, these signals help you see:

  • Do people get it quickly
  • Does the message create trust
  • Where effort or confusion appears
  • What drives people to continue
  • How the concept stacks up across variants
UX Metric Rating Example

UX metrics help you stay focused on what actually moves product and marketing outcomes forward. Metrics sharpen your story. They show where users stumble, where they succeed, and where the business gains or loses momentum. They make design decisions easier to explain and easier to defend.

View UX metric cheatsheet with 28 metrics

See the UX metrics that matter.

Use the 28 metrics that show where people get stuck, where they lean in, and what needs work.

Check out UX metrics
Stack of money
FINANCIAL

Product Experiments

About to launch a new app? Or just want to test a new feature? Use product experiments to see what happens in real life.

These experiments reveal user interaction with product ideas.

  • Comprehension: Do users understand what is happening?
  • Ease of Use: How much work the experience requires.
  • Desirability: How the experience makes them feel.
  • Friction: Where users get stuck or confused.

These metrics indicate product viability and usability.

Onboarding Walkthrough View all Financial Product Experiments
Need a way to test your experiments?

Helio has 1.2 Million participants to get quick UX metric feedback on your concept experiments.

Check out Helio
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FINANCIAL

Marketing Experiments

If your marketing isn't hitting, use marketing experiments to test the copy and the customer's motivations.

These experiments show reactions to marketing ideas.

  • Clarity: Does the message communicate clearly?
  • Trust: Does it feel safe and credible?
  • Value Perception: Does the offer feel worth it?
  • Readiness to Act: Are users ready to take action?
  • Interest: Does it spark curiosity?
  • Engagement: Does it hold attention?

These metrics assess message clarity, trust, value, and readiness to act.

Landing Page Experiment View all Financial Marketing Experiments
Want to figure out how to test your concepts?

Glare breaks down each experiment into specific questions so you can get the right data.

Check out Helio

Ready to Build Something That Actually Works?

We help teams design products and complex websites using the same experimental approach in this cheatsheet. If you want clearer decisions, fewer surprises, and work that creates real lift, we can help you put it in motion.

Let's Talk About Your Project

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