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20+ 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 of successful banking app redesigns 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.

Emirates NBD Case Study: Driving ROI with Strategic UX in Middle East Banking

This case study delves into how the strategic UX approach transformed Emirates NBD’s digital ecosystem, setting a new standard of excellence for digital banking worldwide and solidifying the Emirates NBD brand’s position as a leader in the Middle East financial industry.

UX Case Study: a Bugatti-Caliber Experience for UHNWIs with $200 Billion in Assets

Private Wealth Systems aimed to revolutionize wealth management by delivering a user-friendly and visually stunning solution that meets the luxurious needs of multi-millionaires. Delve deeper to understand how UXDA partnered with Private Wealth Systems to facilitate a fundamental shift in wealth management.

Bineo UX Case Study: Designing the First 100% Digital Bank in Mexico

Banorte boldly launched Bineo, Mexico's first all-digital bank, aiming to revolutionize the market and cater to tech-savvy customers. Dive into this case study to learn how UXDA's collaboration with the team at Banorte initiated a new dedicated digital banking journey for Mexicans.

Carson UX Case Study: Crafting Purpose-Driven Platform for Financial Advisors

To ensure clients' dreams are realized through financial advisor strategies, Carson Group has created a powerful financial advisory platform and has become the frontrunner of purpose-driven financial innovations.

GCash UX Case Study: Democratizing Investments for 90M Filipinos

The new and improved GInvest service was aimed to provide Filipinos with an investment opportunity that previously seemed unattainable. An experience designed by UXDA is set to transform the mindset of 90 million Filipinos, showing that investing isn't only for rich and financially savvy people.

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 is Shaping the Future of 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 Management Platform for Happiness

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.