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10+ Financial UX Case Studies

What is a UX case study in Fintech and banking?

The definition of a UX case study includes an in-depth overview of the user experience design process in the creation of a Fintech or banking digital product. Usually, a UX case study consists of a main challenge description, detailed UX engineering story, solution explanation and examples of UX and UI deliverables. 

UX case studies are used for sharing and learning the best design practices, experiences, insights and methods. This is a very popular form of self-education. 

The digital banking UX case study, provided by practicing professionals, is extremely rare because of confidentiality and NDAs. Usually, the user experience case study in finance is based on a unique domain challenge and describes a solution for a specific type of financial challenge (e.g., the concept of mobile banking, omni-channel banking case study, commercial banking case study or even a case study for a Fintech neobank solution).


Check out the best banking and Fintech UX case studies created by the UXDA team of experts with the aim of inspiring the industry to humanize finance.



UX Case Study: Reshaping Future Banking App through UX/UI Audit

UXDA's UX audit helped to enhance the user experience without designing a new mobile app from scratch, saving the company resources. This article uncovers our UX/UI audit approach to evaluating the digital product and strategic intervention for maximum impact with minimal effort.

UX Case Study: AI-Powered Spatial Banking

Apple Vision Pro could start the next digital revolution. Wizards from Cupertino offer a mind-blowing spatial experience on the visionOS platform. But how could spatial banking feel and look?

UX Case Study: Challenges of SME Banking Transformation

SME owners often face the challenge of adapting business strategy to a highly dynamic environment while simultaneously managing day-to-day financial operations. It's like Formula 1 racers, where only precise and quick decisions can save them from failure.

Runrate UX Case Study: Financial Planning Platform to Improve Financial Decisions

This is a UX Case Study of the Runrate app's UX design, that seamlessly combines planning, budgeting and investing with a philosophy of manifesting the future.

Magma UX Case Study: Digitalize NBA Players' Investments to Beat Market Volatility

UXDA designed a next-gen investment platform, for high-net-worth individuals. The aim was to create a quantitative hedge fund product to simplify and enhance the investment experience with cutting-edge technologies.

my.t money UX Case Study: Banking Super App Design to Modernize Mauritius

MT challenged UXDA to envision and redesign a digital my.t money platform as an integrated financial and lifestyle service ecosystem to empower the Mauritian community.

UX Case Study: Applying ChatGPT Alike Conversational AI in Banking

ChatGPT in banking could fuel new types of products, more personalized and more connected to users, so this case study explores actual experience with conversational banking design. LivePerson approached UXDA with a mission to infuse love into finance through an innovative banking app.

Goalry UX Case Study: Immersive Mall Experience Beyond Finance

Goalry approached UXDA with a very challenging idea - to design a digital financial shopping mall full of different products that help people reach their financial goals in an engaging and intuitive way. We created an innovative 3D dashboard for finance, aimed at further development in the Metaverse

United Arab Bank UX Case Study: Bringing Brand Values to the Digital Banking in UAE

United Arab Bank approached UXDA with a challenge─to change people's habits by rethinking main customer tasks and transforming them into a very intuitive digital flow.

UX Case Study: Metaverse Banking VR / AR Design Concept of the Future

The first metaverse banking UX concept that includes virtual reality banking, augmented reality banking, tablet, desktop, wearable and mobile banking.

UX Case Study: How to Design Best Digital Bank For Kids

How could parents ensure their kids' financial future? UXDA explored this challenge with a research-based purpose-driven banking app concept. It provides insights into how an app could impact family relationships and ensure children's successful inclusion in the modern digital economy.