Behavioral Design
for Finance

Build Better Finance Products Using the Psychology of Money

Companies We've Trained

  • Credit Karma
  • Microsoft
  • Lending Club logo
    Lending Club
  • World Bank
  • Lyft
  • Kiva
  • Anthem

I have applied the course learnings to two main projects so far and they’ve had a huge business impact. My colleagues also perceived value and saw a clear rationale behind my decisions. That was definitely a plus for me. I got results for the business and among my peers!

Cristina Luckner
UX Design Manager
Nubank

Understand how and why people make irrational decisions about money so that your product or service can help them be smarter.

Learn the psychological biases that affect financial thinking and design new ways to change user behaviors — for the better.

Irrational Labs has worked with the top companies, solving the hardest problems. I couldn’t recommend the course more.

Dan Ariely, Author, Professor and Behavioral Economist

In addition to course modules, you’ll interact live with other participants, as well as Irrational Labs team members, in:

A video kickoff chat

Monthly Drop-In Hours

Our Slack Community

This program is designed for people working to change finance-related behaviors in banking, fintech, insurance, etc. in roles such as:

product development
product design
product management
marketing
other product-related work

What you'll take away:

Actionable insights on how to apply behavioral economics to your financial product development, program design, and communication efforts
The “3B framework” for behavior change (used by companies like Google and Facebook)
The top psychological biases impacting financial behaviors such as savings, budgeting, investing, and broader financial literacy
Specific tools, like the Behavioral Diagnosis, that drive innovation in the user experience
Tactical tips to drive engagement among your users to improve finance and financial health
How to imbue the art of experimentation into your team culture
A new mindset of intentionality for crafting your user’s environment - words, calls-to-action, visuals, and workflows
How to use behavioral science ethically when designing for financial behaviors

When working with Irrational Labs, I learned invaluable lessons and insights that I can apply immediately, both professionally and personally.

Rajul
Sr Product Marketing Manager

The Curriculum

Designed by Irrational Labs behavioral science experts, alongside behavioral designers at fintech companies in Silicon Valley.

Module
01

Why we make bad financial decisions and how you can apply behavioral science in your product design and marketing to change that

Module
02

Core behavioral economics principles that will transform how you understand the psychology of money

Module
03

The Behavioral Design Process: Our 3-step method to design products that actually drive financial behavior change

Module
04

Introducing the 3B framework for behavior change

Module
05

Why defining a ‘key behavior’ is the most important, least understood step in behavior change—and how to do it

Module
06

Applying the 3B framework to understand the psychology of value and money

Module
07

Understanding the two types of barriers to financial behavior change

Module
08

How to reduce cognitive overload in your customer flows so that people make optimal financial decisions

Module
09

Leveraging the influence of our emotions on purchase choices and financial decision-making

Module
10

Combating the devil on our shoulders: Helping people avoid temptation by designing for self-control

Module
11

Benefits: Doing the ‘right thing’ for the ‘wrong reasons’ (yes, the wrong reasons)

Module
12

Smart ways to keep customers engaged (a deep dive on ‘concrete-ness’ and ‘identifiable victim’) and strengthen financial motivation

Module
13

Everyone else is doing it: How social norms impact your users—and how to harness that, for good

Module
14

Designing for incentives—and what most companies and products are getting wrong

Module
15

The Behavioral Design Process: Surprising experiments that teach you how to change behavior

Module
16

What next? Your path to becoming a behavioral designer for finance

What Past Attendees Say:

Understanding the psychologies behind why people make decisions has been invaluable. Familiarity with behavior science is a must-have skill for all PMs.

Mathias Frese
Product Manager, Twitter

“Working with Irrational Labs has been eye-opening in the best kind of way — we learned how to use behavioral design in a creative, yet structured way to drive meaningful impact for our members and for Credit Karma.”

Satyen Motiani
Senior PM, Credit Karma

Much more than an introduction. I left armed with great ideas to make improvements in my work.

Ben Tingey
Innovation Manager, Atrium Health

This course gave me an entirely different perspective into how we make decisions, and gave me the tools to develop superior user experiences applicable to multiple situations of life and business.

Luis Carlos Sanchez

I loved this course. Now I have the vocabulary and research to more easy tell others at my company why we should change what we are doing.

Chelsey Paulsen
Sr. Technical Product Manager, Asurion

I’m sending my entire company to Bootcamp! We now have a framework, resources and data to formalize behavioral science into all of our strategies.

Jen Neumann
de Novo

This course is a game-changer. It gave me the tools for understanding people in more meaningful ways.

David Morera
Expat Buddy

As a Product Manager with years of experience building products that impact behaviors, this course gave me the framework and structure I have been missing in my everyday work.

Brody Clemer
Richardson Sales Performance

This course is worth the time and investment. Time flew by and I didn’t want it to end! I learned invaluable lessons and insights that I can apply immediately.

Maegan Anders
Bowie Capital Management

FAQs

1. Who should take this course?
2. What is the difference between this course and the Behavioral Design course?
3. What if I don’t work for a finance-related organization?
4. What are the course qualifications?
5. Who is Irrational Labs?
6. What is the weekly time commitment?
7. What if I can’t afford the course?
8. When does the course start?
9. How long will I have access to the content?

I feel like we’ve been given a pair of X-Ray glasses to see a hidden world driving user behavior. These insights and tools will shape how we build experiences for the foreseeable future.

Ryan Murphy

Behavioral Design For Finance Bootcamp

$480

Includes

Monthly office hours
Access to our Slack community
Certificate of completion

Custom Courses

Private, customized courses for your team are also available, starting at $3,000 per person (must meet minimum number of participants).