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Our web application had an outdated user experience and a 5 yr old design.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

UX Case Study: Challenges of Business Banking Transformation

SME owners often face the challenge of adapting business strategy to a highly dynamic environment while simultaneously managing day-to-day financial operations. It's like Formula 1 racers, where only precise and quick decisions can save them from failure.

Emirates NBD Case Study: Driving Ecosystem ROI with Strategic UX in Middle East Banking

This case study delves into how the strategic UX approach transformed Emirates NBD’s digital ecosystem, setting a new standard of excellence for digital banking worldwide and solidifying the Emirates NBD brand’s position as a leader in the Middle East financial industry.

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.

UXDA Wins Gold At The MUSE Creative Awards 2021

The app, designed by our financial UX design agency UXDA, was awarded along with apps for Ikea and Adidas and became the first mobile banking app to win Gold at the MUSE Creative Awards 2021.

The Hidden Cost of Standing Still in UX and Digital Banking Branding

For decades, stability was banking’s greatest strength. But in today’s digital-first world, playing it safe with outdated legacy systems and generic white-label solutions isn’t just holding banks back—it’s driving customers away.

13 Best Lessons from Leading Tech Brands for Financial Service UX Design

Imagine the ease of one-click Amazon buys or Netflix’s perfect picks—these UX breakthroughs power billion-dollar brands. Discover 13 lessons from tech giants and how to apply them in finance.

UX Design Review: What SurePrep, Part of Thomson Reuters Said About UXDA

We are honored to enhance the user experience for a next-gen product for the tax automation software and services leader SurePrep, part of Thomson Reuters, USA.

UXDA Is One Of The Leading FinTech Companies In German-Baltic Business Awards

UXDA has been recognized as one of the leading FinTech companies in the German-Baltic Chamber of Commerce (AHK) Awards 2019!

What The Banking World Can Learn From The TERRA Tragedy

The sudden crash of the Terra coins Luna and UST has proven to be a very painful lesson for the financial world. People need trustworthy financial services that are stable and won't make people lose their entire life savings in 24 hours.

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.