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Our web application had an outdated user experience and a 5 yr old design.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 Wins the World-Famous IF Design Award

UXDA has received one of the most prestigious design prizes in the world - the IF Design Award. UXDA was awarded in the Service Design category for the voluminous UX transformation of the ITTI Digital core banking solution.

Breaking Institutional Self-Deception to Improve Banking Customer Experience

Financial companies and banks worldwide are investing heavily to improve customer experience in banking. Despite these genuine efforts, many banks struggle to achieve the desired results. The culprit? Self-deception.

Digital Banking Clone Wars: Stand Out in a Copy-Paste World

In a world where most banking apps look and feel the same, “safe design” has quietly become the fastest path to irrelevance. This article explores why copy-paste interfaces are killing emotional connection with customers — and how banks can break out of the clone trap by designing digital experiences that create real differentiation, loyalty and brand value.

Bank Culture: Transforming Banking Strategy with the UX Matrix

Companies with disruptor culture have the greatest potential. These businesses maximize their chances of success with Value and Design. These elements affect the formation of customer experience within any business. How finance companies can use this knowledge to establish disruptive culture?

The Banking App That Playfully Teaches Kids To Save Money In Order To Save Their Future

Half of the parents don't know how to discuss finances with kids in an understandable and enjoyable way, besides, this leads to conflicts that ruin family relationships. Most banks do not have special products suitable for children's needs and expectations.

Customer Confusion in Banking App Is an Experience Design Failure

When banking executives face costly digital transformation, they often wonder why customers complain about their "intuitive" services. The real issue isn't the users but the complex and unintuitive interfaces they navigate.

Aligning Financial CX with Brand Strategy in Digital Banking

Can your financial company get more from design than just a standard interface for digital services? Absolutely! But there is one thing without which it is impossible to get the most out of your design initiatives.

If AI Easily Replicates Your Product—How to Build a Financial Brand's Systemic Advantage?

AI is commoditizing digital product execution in finance, making “good enough UX” no longer enough to differentiate. This article explores why financial institutions must move beyond interface optimization toward systemic UX governance—aligning strategy, brand and decision-making to build trust, loyalty and lasting competitive advantage.

Overcoming Mental Blocks in Financial Product Design

When designing an exceptional user experience for innovative banking products, you must be ready to break the rules.

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.