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Our web application had an outdated user experience and a 5 yr old design.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

Financial UX Design Is About Saving People's Lives

Most people can remember a situation in their lives when they experienced a huge amount of stress when dealing with money. A user-centered financial UX should help cope with such struggles and even save lives in order to avoid tragedies like the suicide of Alexander Kearns.

What Digital Excellence Requires in Financial Services Beyond Good UX

This article delves into the tension between the urgent need for next-gen, customer-centered financial products and the significant hurdles financial brands must overcome to deliver them and achieve digital excellence.

iGTB Case Study: Corporate Banking Design for 60% of the World's Top Banks

In an exclusive case study we uncover the TOP insights of creating an exceptional UX for a corporate banking product by iGTB that consists of 5,000+ screens.

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.

UX Case Study: Metaverse Banking VR / AR Design Concept of the Future

The first metaverse banking UX concept that includes virtual reality banking, augmented reality banking, tablet, desktop, wearable and mobile banking.

The Limits of White-Label Banking in Achieving Experience Excellence

White-label platforms help banks launch digital products faster, but they can also limit long-term success. With the right approach, financial institutions can balance speed with a tailored user experience that strengthens their brand and fuels growth.

10 Strategic Misconceptions Undermining Digital Banking Transformation

This article reveals ten dangerous myths that threaten traditional banks from within. Drawing lessons from the downfall of companies like Kodak and Nokia, it shows how internal misconceptions — not external competitors — can be the real cause of failure in the digital age.

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.

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.