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Our web application had an outdated user experience and a 5 yr old design.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

To Survive, Financial Industry Has to Adapt Design Thinking in Banking

Design Thinking is needed to adapt banking services to the new world. In a human-centered economy your service has to be user-centered.

TOP10 Misconceptions About The Financial UX Design

Thousands of digital financial services do not achieve their goals. This is partly due to the design or, specifically, to the financial UX design misconceptions.

Digital Banking Strategy: Stay Ahead of the Competition with CX

How can digital banking gain a significantly greater competitive advantage from the banking CX strategy?

Finance Mobile App UI Design Collection by UXDA

There's no doubt - UX design is the key to success in the digital age. We have created a collection of our latest and most refreshing designs to prove - banking can be beautiful, easy-to-use and yet maintain the full functionality.

How Procurement Teams Undermine Digital Banking—And How to Fix It

Effective procurement is crucial for digital banking success. While some teams focus solely on cost, others prioritize strategic expertise and quality, leading to stronger, more impactful products. Explore the key factors that make the difference.

AI in Banking: From UX Upgrade to Transforming Mankind

If we look a bit further, we can see the disruptive perspective of AI that will go well beyond banking, completely transforming digital customer experience, and even providing super-powers to mankind.

Banks Are Losing Customers Because of These UX Mistakes

Capgemini and Efma released their annual Retail Banking Report and there are 3 key findings about banking user experience.

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.

Digital Banking UX Design: Challenges & Opportunities

20 straightforward banking UX design trends, challenges and opportunities to create amazing financial services.

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.