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Our web application had an outdated user experience and a 5 yr old design.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

United Arab Bank UX Case Study: Bringing Brand Values to the Digital Banking in UAE

United Arab Bank approached UXDA with a challenge─to change people's habits by rethinking main customer tasks and transforming them into a very intuitive digital flow.

How UX Can Help Banks Navigate the Digital Transformation Maze

Why are 78% of companies failing to achieve their digitalization goals? The digital transformation in banking must consider one key thing to succeed.

Underestimated Power of Design in Banking Digital Transformation

There's a great misconception about digital products that not a lot of people are aware of - design is NOT a matter of how your product looks like, it is about what your customer feels, the emotions.

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 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.

UX Success Story: Superb Communication and Deliverables

Looking for a way to engage your users with the best possible financial design but don't how? What does it feel like to work with the world's leading financial design agency? In a series of articles, we are inviting you to join the journey of our clients.

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's Design Pyramid: Implementing DesignOps in Banks and FIs

DesignOps is a system of operations and processes that amplify the value and impact of design in a financial organization, increasing its customer-centricity and creativity.

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.