back to latest articles

UX Design Review: What GCash Said About UXDA

• 0

UX Design Review: What GCash Said About UXDA

We were honored to design GInvest investment user experience for the Philippine largest e-wallet GCash. Thanks to the independent review platform Clutch, you can learn about our cooperation and read the interview with our client. The review collected by Clutch was given by the GCash's Director of Digital Experience, Michelle Fernandez, based in Manila, Philippines.

About the Project

  • Client: GCash
  • Case: UX Design for GCash investment product GInvest
  • Time: 12 months

Project summary:

An e-wallet company was looking to expand their services and customer offerings, so they engaged with UXDA for their UI/UX design services. They utilize Figma to develop the product's screens.

Feedback Summary

The team has a range of capabilities, so all of their work is delivered in a timely manner.

The collaboration has progressed smoothly since the beginning of the partnership, and the internal stakeholders have leveraged the vendor's technical expertise to improve the product.

The Interview

Why Did Your Company Hire UXDA?

I am the head of Digital Experience for GCash, the Philippines’ #1 e-wallet. We provide financial services such as sending and receiving money, online payments, bank transfers and the like. We have also expanded to other services such as lending and insurance.

For what projects/services did your company hire UXDA?

To further the expansion of our services, we have been looking into offering investment options for our users, specifically for Funds, Stocks and Crypto and we hired UXDA to help create for us a full investment experience, mainly targeted towards first-time investors who are not very knowledgeable but are curious about how to grow their money.

How Did You Make the Selection?

Together with our Platforms team, we researched and found seven possible vendors who we could work with for this project. Our criteria mainly focused on a balance of expertise and cost.

We met with all the vendors, discussed their case studies to see not just their output but also their thought process and we came to the conclusion that while UXDA was not the most affordable option, we would be able to work best with them to achieve the experience we desired for our users as we saw that they placed great importance in understanding and anticipating the needs of potential users.

Please Describe the Project Scope

Before the actual design process, UXDA met with various people from GCash - Experience Architects, Designers, Product Owners, Business Intelligence - to learn about the various customer segments we were targeting and the different types of products that would be housed in GInvest.

Using this information, they conducted their own research and overlaid their findings with our own data to create personas so we would be on the same page as to who we wanted to talk to and how best to deliver great experiences for them. We went through about 3 months of process mapping and experience flows and once sorted and agreed, they began developing lo-fi screens.

We would receive these screens on a weekly basis and either meet to discuss feedback or exchange comments directly on Figma and via email. Post-approval of these screens, they would then create the hi-fi versions. This was not a linear process.

Several chunks of the experience were done in parallel. We are now coming close to concluding the project and majority of the screens are already finished and the remainder of the work to be done is focused on things like badges and animations.

How Many Resources From the Vendor's Team Worked With You?

My team worked with their UX Architects and Designers.

Share any Outcomes From the Project that Demonstrate Progress or Success?

Throughout the project, we were always on track in terms of timelines and I believe that we have had a very harmonious working relationship with UXDA. The flow they have developed for our customers is easy and close to seamless, and the designed screens are beautiful and well thought-out.

How Effective Was the Workflow?

We had great communication with them. All the reports came in a timely manner, agreements were properly documented and they were just very easy to work with.

What Did You Find Most Impressive or Unique About UXDA?

More than delivering great screens, I was most impressed by their attention to detail in terms of learning about our customers. This was not an easy feat considering we were only working together online and our culture and country’s economic state is quite unique.

I believe they also fully understood our intent which was not to just deliver a product, but something that could truly help uplift and change people’s lives in the long term.

Get UXDA Research-Based White Paper "How to Win the Hearts of Digital Customers":

If you want to create next-gen financial products to receive an exceptional competitive advantage in the digital age, contact us! With the power of financial UX design, we can help you turn your business into a beloved financial brand with a strong emotional connection with your clients, resulting in success, demand, and long-term customer loyalty.

Share:

Listen to our podcast:

More from our blog

Liv Bank Case Study: Building a Distinctive Digital Brand Identity for Lifestyle Banking in MENA

Through a strategic and forward-thinking UX approach, we expanded the Liv ecosystem to three groundbreaking solutions: the Liv X app for seamless lifestyle and financial management, an immersive spatial banking experience for enriched user engagement and the Liv Lite app to empower children's financial education.

Behavioral Science in Financial UX: Psychology and Neuroscience Principles for Product Design

Why people are bad at understanding and planning finances? People are frustrated by financial services, but banking technology have a solution.

Banking Customer Experience Strategy: Driving Growth and Differentiation

In a saturated market, product features alone no longer win hearts—or users. Financial User Experience (UX) has become the game-changer that defines product success or failure. This article uncovers how strategic UX design drives adoption, loyalty, and breakthrough growth for financial products.

Surviving Digital Disruption Through UX-Driven Banking Innovation

As the usage of physical cash diminishes and digital consumption skyrockets, traditional banks are undergoing a seismic shift to adapt to changing customer preferences. Digital transformation is reshaping industries and consumer behaviors, and the banking sector stands at a crossroads, poised to redefine our financial experiences in unprecedented ways.

How Will AI Change Financial UX by 2035? 12 UXDA Predictions for the Future of Digital Banking

By 2035, financial UX will move beyond apps into autonomous AI, predictive finance and programmable money. This article explores how UXDA’s decade of predictions reveals the next shift in banking: from designing interfaces to designing trust, governance and human agency in increasingly intelligent financial systems.

How to Improve Customer Experience in Banking: 5 Systemic Drivers

It's no secret - user experience is what differentiates demanded digital financial products from failures. The question is - how to keep up, creating a customer experience that WOWs?

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.

Banking UX Beyond Usability: How to Create Financial Products Customers Desire

Successful banking apps like Revolut and Cash App thrive by creating sexy user experiences that go beyond basic functionality. In this article, we explore why injecting "sex appeal" into your financial product is the key to making it a market leader.

United Arab Bank UX Case Study: Translating Brand Values Into Digital Banking UX 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.

ABOUT THE AUTHOR

Alex
Alex, Founder & CEO

Alex has dedicated half of his life to studying human psychology, as well as business success, developing 100+ digital projects and 30+ startups. He spent 10 years researching UX and finance to create UXDA's methodology. Alex is a passionate visionary who's capable of solving any challenge to improve the financial industry.

Linda
Linda, Co-founder/ COO/ CFO

Linda is a source of endless energy. An education in international business management and years-long experience with 20+ digital startups has made her a dedicated strategic thinker who solves any problem with grace. No mission is impossible for her. Linda's responsibility and punctuality have become a legend around the agency.