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Our web application had an outdated user experience and a 5 yr old design.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

"Sexual Revolution" in Banking CX: Is There "Sex Appeal" in Your App?

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.

UXDA's Brand Purpose Unleashed: Our Rebranding Journey

We are eager to share how we found a way to integrate a brand's soul into a visual identity with an elegant solution that required us to look deep into the purpose of our work.

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.

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?

Five Best Practices for UX Research in Financial Services

There are dozens of research methods available, but from our experience to create a user-centered financial product, five key research methods should be highlighted.

AI and Digitalization in Banking Industry Cuts Millions of Jobs

Million of bank employees will lose their jobs in next decade, and the reason for that is technology: digitization in banking, AI in banking.

Why Non-Purpose-Driven Banks Are Losing Customers

How can purpose-driven banking save banks from losing millions? The main challenge is how to align banking services and products with a human-centered purpose.

Digital Transformation in Banking is an Illusion: Banking Innovation Will Never Stop

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.

UXDA Becomes The National Winner Of The 2019 European Business Awards

UXDA has been named ‘National Winner’ of the 2019 European Business Awards - one of the world’s largest and longest-running business competitions.

ABOUT THE AUTHOR

Alex
Alex, Founder/ CEO/ UX Strategist

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.