back to latest articles

UX Design Review: What Private Wealth Systems Said About UXDA

0

UX Design Review: What Private Wealth Systems Said About UXDA

We were delighted to design the user experience for an exceptional product - wealth management platform for UHNWI for Private Wealth Systems. Thanks to the independent review platform Clutch, you have the opportunity to find out how this cooperation went on and read the interview with our client. The review collected by Clutch was given by the Founder of Private Wealth Systems based in Charlotte, North Carolina, USA.

About the Project

  • Client: Private Wealth Systems
  • Case: UX Design for a wealth management platform
  • Time: 6 months

UXDA-portfolio-Private-Wealth-Systems-V1.jpg

Project summary:

An early version of the app was released and was received positively from external stakeholders. They noted its visual appeal and usability. Communications with the client were brief but insightful and the team was highly receptive to their feedback.

UXDA-portfolio-Private-Wealth-Systems-V11.jpg

Feedback Summary

UXDA was hired by a fintech firm to redesign their web app's UI and improve UX.

UXDA's knowledge, focus, and flexibility were all impressive. The design aesthetic is wonderful but UXDA also highlighted areas where the user experience could be improved so they added value. I am simply blown away by the UXDA team’s attention to detail, thoughtfulness, and thoroughness. And the people are smart, nice, and fun to work with.

UXDA-portfolio-Private-Wealth-Systems-V2.jpg

The Interview

Why Did Your Company Hire UXDA?

Our web application had an outdated user experience and a 5 yr old design. We hired UXDA to create a new design and improve the user experience.

We want to create a design for a new version of our system within 4 months so development could begin and the first product launched would be complete within 12 months of hiring UXDA.

How Did You Make the Selection?

Their team had specific industry experience. I didn't have to teach them our industry - very important.

Please Describe the Project Scope

UXDA was responsible for understanding my vision and taking the vision to create a new UI/UX. I would create sketches in powerpoint, explain them, and the rest UXDA did.

We had a team of 3 to 5 people from UXDA. I was the only person on my team dedicated to the project which meant UXDA had to do most of the work.

Share any Outcomes From the Project

We are currently developing the application based on completed designs. Early indication is very positive from clients who have seen the new look and feel.

How Effective Was the Workflow?

Fantastic. One of the best I have had. They were quick, detail oriented, and had strong follow up.

What Did You Find Most Impressive or Unique About UXDA?

Their knowledge, focus, and flexibility were all impressive. The people are smart, nice, and fun to work with.

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

UXDA Becomes One of the Best UX Design Agencies in the World

According to Clutch research UXDA is included in TOP15 best user experience agencies worldwide, as a leading financial UX design agency.

Digital Bank Design at Scale: Constraint for Some, System for UXDA

The world of financial services is a labyrinth of complexity, regulations and high stakes. Despite the allure of high-profile projects and substantial budgets, even the most skilled designers often hesitate to delve into this demanding sector. The primary reason?

The Illusion of Completion in Banking Digital Transformation

The digital transformation of banking is an illusion—modernization will never truly end. Traditional banking, with branches and manual processes, is obsolete. To stay relevant, banks must operate like tech companies, driving continuous innovation and enhancing customer experience.

Core Banking UI Design That Will Change The Perception Of Service Design

Following the success of our article about banking back-office flaws, UXDA dared our team to create never-before-seen banking back-office financial UX designs that would clear a path to a different approach.

Financial UX Design Agency | UXDA Receives the International Design Award

UX Design Agency (UXDA) is honored to become a Multimedia/Interface Design Bronze medalist at California based International Design Awards (IDA).

UXDA Wins the Prestigious UX Design Award 2022

UXDA team's work has been awarded by the global design competition for excellent experiences - The UX Design Awards 2022.

UXDA Wins European Product Design Award for Hedge Fund Platform UX Design

We are proud to announce that UXDA has been recognized with the prestigious European Product Design Award 2024 (ePDA) for our groundbreaking UX design of the Magma Hedge Fund Platform in the Product User Interface Design category.

How Digital Customer Experience Drives Acquisition, Efficiency, and Loyalty in Financial Institutions

As traditional growth levers in financial services converge, Digital Customer Experience (DCX) is emerging as a critical competitive advantage. Digital Customer Experience is now a key growth driver in financial services. This article explores ten ways DCX impacts trust, loyalty, and long-term success.

UX Design Review: What Garanti BBVA Said About UXDA

This is a review collected by Clutch, given by Tevfik Kardelen, the Unit Manager of Garanti BBVA Securities responsible of Digital Channels and Marketing.

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.