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Our web application had an outdated user experience and a 5 yr old design.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

Digital Banking UX Strategy: How to Turn UX Into Strategic Infrastructure

Financial institutions can no longer treat digital UX as a tactical layer of screens, flows and features. This article explores 12 steps to turn digital banking experiences into strategic infrastructure — helping banks design systems of trust, guide better customer decisions, reduce risk and create long-term business resilience across the full financial lifecycle.

UXDA Wins the Prestigious UX Design Award 2022

UXDA team's work has been awarded by the global design competition for excellent experiences - The UX Design Awards 2022.

AI Implementation in Banking: How UX Research Can Prevent Scaling Bad UX

AI can accelerate digital banking transformation—but it can also scale the wrong assumptions. This article explores how structural blind spots and misdiagnosed customer problems lead banks to optimize broken experiences, automate friction, and compound strategic risk—and why an independent UX perspective is essential before AI turns flawed thinking into infrastructure.

UXDA Is One of TOP15 Leading UX Agencies

In its annual study, Washington D.C. based B2B research firm Clutch analyzed the activities and reviews of 121 UX design agencies worldwide and identified TOP15 leading studios of 2017. According to this published research, UXDA design studio is ...

Magma UX Case Study: Digitalize NBA Players' Investments to Beat Market Volatility

UXDA designed a next-gen investment platform, for high-net-worth individuals. The aim was to create a quantitative hedge fund product to simplify and enhance the investment experience with cutting-edge technologies.

Anthem for UXDA's B-day: World Class Achievements Within 7 Years

7 years ago in April we published our first Future Bank UX concept as a landing page, that later become UXDA home page. This is where our story began. Happy Birthday UXDA!

UX Design Review: What Garanti BBVA Said About UXDA

This is a review collected by Clutch, given by Tevfik Kardelen, the Unit Manager of Garanti BBVA Securities responsible of Digital Channels and Marketing.

How to Choose a Fintech UX Design Agency: Capabilities, Expertise and Red Flags

Discover how to choose the right fintech designers for your financial company's digital product and secure a digital advantage in the highly competitive financial industry in 2023.

Banking Innovation Under Pressure: 10 Lessons from NASA, Boeing and SpaceX

How prepared are traditional banking players? Despite all their experience, resources, confidence, and influence, could they still fail their customers, leaving them stranded in the 'digital' space like NASA astronauts? The standoff between Boeing and SpaceX in space suggests this is entirely possible, but there is a solution.

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.