Insights Unlocked

Episode web page:  Episode summary: In this episode of Insights Unlocked, host Nathan Isaacs sits down with Amy Wigdahl, principal solution marketing manager at UserTesting, to discuss the trends transforming the banking and fintech landscape as we approach 2026. Amy shares how financial institutions are moving beyond basic digital convenience to create more empathetic, personalized experiences powered by AI and customer insight. Key themes and takeaways: AI-driven personalization with a human touch: Banks are leveraging generative AI to make digital interactions feel more personal, aiming to replicate the warmth and familiarity of in-branch experiences. The goal is to use technology to support customers at critical life moments—without coming across as intrusive or robotic. From broad strategies to precision targeting: With profit pressures rising and competition intensifying, banks are shifting from generic, one-size-fits-all approaches to hyper-targeted experiences. Success hinges on understanding the unique needs, motivations, and emotions of specific customer segments. Loyalty in the age of choice: As most consumers now use multiple financial providers, customer loyalty is fragile. Trust, clarity, and relevance are emerging as the new drivers of loyalty—outpacing even new product offerings. Amy emphasizes that customer experience must be clear, emotionally reassuring, and responsive to evolving financial pressures. The importance of customer insight: Truly understanding customer needs is at the heart of effective personalization. Insights gathered from real users inform everything from onboarding processes to new service design, ensuring banks stay relevant and build lasting trust. Actionable advice: Banks and fintechs should continuously gather and apply customer insights to design experiences that build trust and reduce friction. Executives and product leaders are encouraged to “walk in their customers’ shoes”—try opening an account or using a service themselves to spot opportunities for improvement. Resources & links Amy Wigdahl on LinkedIn (https://www.linkedin.com/in/amywigdahl/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) The CSAT playbook for modern banks (https://www.usertesting.com/resources/guides/csat-playbook-for-banks) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

Episode web page: https://bit.ly/3Ys2J9d Episode description:  In this episode of Insights Unlocked, Phillip Jackson, CEO and co-founder of Future Commerce, joins the show to explore how commerce is fundamentally shaped by culture, not just technology. Phillip dives into how leading brands use AI in retail to enhance customer experiences quietly and authentically, why friction in the customer journey isn’t always a bad thing, and how brands can stand out in a sea of sameness. Key themes and takeaways Commerce is culture, not just tech. Phillip explains that what we buy and how we buy it are deeply tied to identity and culture. The smartest brands are those who see commerce as part of daily life, not just a transaction. The invisible hand of AI in retail. AI can transform retail experiences, but its best applications are often invisible. Using examples like Taco Bell, Phillip discusses how AI can quietly make things easier and more delightful for customers—without being intrusive. Friction’s hidden value. Not all friction is bad. While reducing unnecessary pain is important, Phillip argues that some friction helps customers make better decisions, reduces returns, and actually builds trust. Personalization: meaningful, not just flashy. True personalization goes beyond using someone’s name. Phillip suggests it’s about understanding intent and context, and that surface-level personalization often falls flat or feels invasive. Standing out from e-commerce sameness. E-commerce platforms have made shopping easier, but also more homogenous. Phillip shares research showing that when branding is stripped away, many sites are indistinguishable—and that differentiation is key to long-term loyalty. Clean data is your AI superpower. Brands that want to unlock the full power of AI need holistic, clean data. Phillip shares how brands like Kith leverage years of clean purchase data to launch ambitious customer programs. Invest in what matters. Rather than chasing every trend, Phillip encourages brands to focus on practical, high-value areas—like smarter search, better recommendations, and strong post-purchase support—that truly solve customer pain points. Resources & links Phillip on LinkedIn (https://www.linkedin.com/in/philwinkle/) Mike on LinkedIn (https://www.linkedin.com/in/mmcdowell1/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Future Commerce website (https://www.futurecommerce.com/) UserTesting’s 2026 2026 State of AI in Retail Experiences Report (https://bit.ly/4sy3awg) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

Episode web page: https://bit.ly/4jpvb55 Episode description: In this episode of Insights Unlocked, I flip the mic on two of the podcast’s regular co-hosts: Lija Hogan and Amrit Bhachu, both Principals of Experience Research Strategy here at UserTesting. Together, they dive into the evolving conversations they’re having with customers as we head into 2026. From the rise of AI to the expanding role of UX researchers, Lija and Amrit unpack what’s keeping experience teams up at night—and what’s inspiring them. They explore how researchers are experimenting with AI to optimize workflows, the importance of validating generative outputs, and the new expectations being placed on teams to demonstrate impact across the business. The episode also explores the shift toward conversational interfaces and the operational challenges of supporting research at scale. Topics covered: How AI is changing research and design workflows The “garbage in, garbage out” risk with AI and how to overcome it Why researchers must become stronger business storytellers Building cross-functional empathy through insights Voice, gesture, and multimodal experiences as the next UX frontier Why research ops is critical to scaling insights across the org Advice for validating AI-driven outputs before they go public Whether you’re a researcher, designer, or product leader, this episode will leave you with practical ways to experiment with AI and bring more human-centered thinking into your work. Resources & links Lija on LinkedIn (https://www.linkedin.com/in/lija-hogan-894769/) Amrit on LinkedIn (https://www.linkedin.com/in/amritsbhachu/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

Episode web page: https://bit.ly/3MWTjzQ Episode description:  In this forward-looking episode of Insights Unlocked, Mike McDowell returns to the mic to share what’s ahead for UserTesting in 2026—and it’s all about speed, scale, and smarter insights. Mike and host Nathan Isaacs dive into the latest developments in AI-powered research, from automated test creation and participant feedback to enhanced report generation and seamless integrations with tools like Figma. As always, Mike brings a ton of energy and clarity to what these innovations mean not just for researchers, but for anyone trying to get closer to their customers. Whether you're a product manager, designer, or marketer, this episode will leave you inspired by what’s possible when AI meets human insight. Key takeaways AI-enhanced test creation: Just type what you want to learn, and AI builds the test plan for you—making customer feedback more accessible to non-researchers than ever. New Figma plug-in: Beta users can now launch usability tests directly from Figma, without leaving the design environment. Automated insight generation: From smart analysis to video summaries and report creation, AI is speeding up the time from question to answer. Smarter screener tools: AI-powered fraud detection and screener guidance ensure better participant quality and more reliable feedback. Customer empathy at scale: Mike emphasizes the power of embedding customer videos in tools like Jira, Confluence, and Figma to build buy-in and challenge internal assumptions. Resources & links Mike on LinkedIn (https://www.linkedin.com/in/mmcdowell1/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

Episode page: https://bit.ly/3KT962a As we head into 2026, design is no longer just about aesthetics—it’s about strategy, collaboration, and customer empathy. In this episode of Insights Unlocked, Nathan Isaacs sits down with Lacey Fabrizio, Principal Solution Marketing Manager at UserTesting, to discuss the major shifts happening in the design and product space. Lacey shares three key trends reshaping the field: Designers are moving upstream and playing a more strategic role in defining problems—not just polishing solutions. AI is becoming a powerful brainstorming partner, helping designers break creative patterns and explore new directions. Teams are adopting continuous, lightweight feedback loops to stay tightly connected to customer needs and avoid designing in the dark. Whether you're in design, product, or marketing, this conversation offers valuable insight into how to embrace these changes and design with more intention. What you’ll learn: How designers are gaining influence earlier in product development Why AI is most powerful as a creative collaborator The importance of fast, continuous user feedback to improve outcomes How these trends are shaping a more empowered, customer-first design culture Resources & links: Lacey Fabrizio on LinkedIn Nathan Isaacs on LinkedIn The 2026 Experience Survival Guide: scaling human insight across every team — This on-demand webinar explores how AI and connected workflows help teams gather and act on customer feedback faster, smarter, and at scale across UX, product, design, and marketing. How to enhance design efficiency through continuous user feedback — This guide shows how continuous user feedback helps designers move faster, make smarter decisions, and reduce rework by testing early and iterating often. How to transform your UX design process with continuous customer feedback — an Insights Unlocked episode about building continuous customer interview programs to support the product development life cycle. How design teams leverage user feedback in design to transform products — This blog post explains how user feedback bridges intention and real experience to elevate design outcomes and reduce costly revisions.

Episode web page: https://bit.ly/3KUDMzV Episode description: In this episode of Insights Unlocked, host Amrit Bhachu sits down with Mario Callegaro, founder of Callegaro Research and a leading expert in survey methodology and AI-augmented research. Mario brings a wealth of experience from his 15 years at Google and shares practical, thoughtful guidance on how to responsibly integrate AI tools into UX, market, and survey research workflows. From the evolving role of the researcher to the risks and potential of synthetic users, this episode unpacks what’s changing, what to be cautious of, and what skills are now essential in the age of AI. What you’ll learn How AI supports every phase of the research workflow: planning, execution, and activation The role of prompt engineering in getting better insights from AI tools Why synthetic users and synthetic data can't yet replace real human participants What researchers are gaining—and potentially losing—by relying on AI The current limitations of large language models in capturing nuance and variability Practical advice on testing and validating AI tools with known datasets Why transparency, iteration, and responsible experimentation are key Resources & links Mario on LinkedIn (https://www.linkedin.com/in/mcallegaro/) Amrit on LinkedIn (https://www.linkedin.com/in/amritsbhachu/) Callegaro Research (https://callegaroresearch.com/) Quantitative User Experience Association (https://www.quantuxcon.org/) There’s an AI for that (https://theresanaiforthat.com/) Mike on LinkedIn (https://www.linkedin.com/in/mikemace/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

Episode web page: https://bit.ly/4rA1kKW Episode summary: In this episode of Insights Unlocked, host Nathan Isaacs sits down with Mike Mace, Executive Business Strategist at UserTesting, to explore a major shift already underway in the tech landscape: the rise of AI-powered conversational interfaces. Drawing from decades of industry experience, Mike warns that this is not a distant future trend—it's happening now, and it’s reshaping how companies must approach user experience, product design, and customer interaction. What you’ll learn in this episode: Why companies need to stop treating AI as just a feature and start seeing it as a transformational force How conversational interfaces are changing the rules for software UX—much like the shift to graphical interfaces decades ago Why today’s AI tools require testing not only for usability but also for tone, personality, and brand alignment How emotional responses to AI-driven conversations can dramatically impact user trust and satisfaction Simple strategies companies can use today to evaluate and improve their AI experiences Mike also shares practical advice on how to begin adapting to this shift, including how to use tools like ChatGPT to understand user behaviors and preferences in real time. Resources & links Mike on LinkedIn (https://www.linkedin.com/in/mikemace/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Effective AI: how to choose the right generative AI features (https://www.usertesting.com/resources/guides/how-to-choose-generative-ai-features) Designing AI-powered shopping experiences for the next generation of commerce (https://www.usertesting.com/resources/guides/designing-ai-powered-shopping-experiences-ecommerce) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

Episode page: https://bit.ly/44hNGCc Episode description: In this episode of Insights Unlocked, Zoom CMO Kim Storin joins host Johann Wrede for a candid conversation about the realities of leading through transformation. Kim shares why change is harder than most leaders admit and how Zoom is evolving from a company known for meetings to a full multi-product collaboration platform. She also breaks down new Zoom + Deloitte research uncovering surprising gaps in how organizations measure collaboration ROI. From the power of curiosity and calculated risk-taking to the importance of authenticity and community in B2B marketing, Kim offers practical, human-centered guidance for anyone navigating rapid growth or organizational change. Key topics discussed: Why transformation is so challenging: “You can have the greatest strategy in the world, but the culture can make or break it.” Balancing optimism and pragmatism: Kim explains why optimism inspires progress—but only works when paired with realistic planning. Zoom’s evolution beyond meetings: From events to customer support to sales enablement, Zoom is building a more-than-meetings collaboration ecosystem. The collaboration paradox: Workers now spend 25 hours/week on meeting-related tasks—yet companies still struggle to see true productivity and ROI. Community as a competitive edge: Why users proudly say “I’m a Zoom user,” and how brands can build authentic connection at scale. The 3 traits of modern marketing leaders: Curiosity, agility, and the confidence to take calculated risks. Resources and links: Zoom CMO Kim Storin on LinkedIn (https://www.linkedin.com/in/kimberlystorin) Johann Wrede on LinkedIn (https://www.linkedin.com/in/johannwrede/) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Learn more about Insights Unlocked: Nexthttps://www.usertesting.com/podcast

Episode web page: https://bit.ly/49ucDxK Episode summary: In this episode of Insights Unlocked, UserTesting’s VP of Design Jason Giles sits down with Tessa Forshaw and Rich Braden—co-authors of Innovation-ish and longtime instructors of design thinking at Harvard and Stanford—to explore what truly drives innovation and why most people hesitate to participate in it. Tessa and Rich break down the science behind “innovation hesitation,” share tools for unlocking creativity, and explain how empathy, rapid prototyping, and metacognition can make innovation more human—and less intimidating. Whether you’re a product leader, designer, marketer, or team facilitator, this conversation provides practical strategies to build innovation habits, uncover deeper insights, and help teams think more creatively. What you’ll learn in this episode: Why so many people experience “innovation hesitation”—and how evolutionary wiring shapes our fear of ambiguity A practical framework for understanding innovation across a spectrum—from jump shots to moonshots How empathy physiologically changes the way our brains process information What separates real insights from surface-level feedback How to use rapid prototyping to gather evidence instead of relying on opinions Why metacognition (thinking about how you think) dramatically increases creativity and idea quality Tools and prompts to help teams collaborate, synthesize insights, and tell better innovation stories About the guests: Tessa Forshaw is a cognitive scientist and co-founder of Harvard’s Next Level Lab. She teaches design thinking, innovation, and creative problem solving at Harvard and previously at Stanford. Her research explores how empathy, cognition, and metacognition shape human-centered innovation. Rich Braden is a design strategist with a background that spans software engineering, marketing, and more than a decade of improv teaching. He teaches innovation and design thinking at Stanford and Harvard, blending creative methodologies with practical business experience. Together, Tessa and Rich are the authors of Innovation-ish: How Anyone Can Create Breakthrough Solutions to Real Problems in the Real World. Resources & links: Innovation-ish website – https://innovation-ish.com Tessa Forshaw on LinkedIn –https://www.linkedin.com/in/tessaforshaw/ Rich Braden on LinkedIn – https://www.linkedin.com/in/richardcoxbraden/ Jason Giles on LinkedIn – https://www.linkedin.com/in/jaygiles/ Harvard Next Level Lab – https://nextlevellab.gse.harvard.edu Nathan Isaacs on LinkedIn – https://www.linkedin.com/in/nathanisaacs/ Learn more about Insights Unlocked – https://www.usertesting.com/podcast About the show: Insights Unlocked is the go-to podcast for marketing, UX, product, and CX leaders. Each week, we feature candid conversations with the builders and thinkers behind today’s most impactful customer experiences. Brought to you by UserTesting.

Episode web page: https://bit.ly/3XIsfGJ ----------------------- Episode summary: In this episode of Insights Unlocked, Nathan Isaacs talks with marketing powerhouse Bill Macaitis—former CMO of Slack, Zendesk, and Salesforce—about how B2B companies can scale efficiently by prioritizing customer experience, building authentic brands, and embracing new go-to-market models. Bill shares lessons from his career and dives into the importance of customer-centric cultures, long-term thinking, and the strategic use of AI in modern marketing. What you’ll learn in this episode: Why capital-efficient growth beats “growth at all costs”—and how to build it The playbook for operationalizing customer centricity in a B2B environment How to align teams across marketing, product, and sales with shared metrics What most companies get wrong about attribution models How AI can empower marketers—without replacing them The secret to building a B2B brand people actually love (and talk about) Tips for individual contributors to challenge legacy playbooks and advocate for change About the guest: Bill Macaitis is an executive advisor and board member who has led marketing at some of the most iconic names in SaaS, including Slack, Zendesk, and Salesforce. Known for his customer-first approach and bold brand vision, Bill now advises AI startups on how to build scalable, loved companies from the ground up. Resources & Links: Bill Macaitis on LinkedIn (https://www.linkedin.com/in/bmacaitis/) SaaS CMO Pro website (https://www.saascmopro.com/) SaaS CMO Pro newsletter (https://saascmopro.substack.com/) Bill’s YouTube videos (https://www.youtube.com/@SaaSCMOPro/videos) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Learn more about Insights Unlocked: https://www.usertesting.com/podcast