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Our web application had an outdated user experience and a 5 yr old design.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

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.

A Collection of 20 the Most Interesting Banking Design Ideas

There are so many beautiful visualizations of banking interfaces on Dribble and Pinterest. Unfortunately, if you look closer, quite often they are meaningless from the user experience perspective. Many of them are just beautiful animations that ...

Digital Banking Customer Experience Trends for the Breakthrough

What is needed to achieve a breakthrough in the post-pandemic world? Here are 10 digital banking customer experience trends to find the right strategy.

Detecting Experience Friction Before Users Abandon Your Financial App

Too often, financial executives overlook the user experience (UX) of their apps, leading to customer frustration and churn. What if your bank’s app is a UX disaster waiting to happen? Here’s how to find out—and fix it before it’s too late.

Fifteen Core Design Concepts Every Financial Product Leader Should Know

These principles enhance user experience, ensure products are efficient and engaging and align with business goals. By applying these design concepts, financial product owners can create user-friendly, intuitive, next-gen digital services that empathize with users, organize content logically and design accessible, visually appealing interactions.

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.

Banking on Purpose: How We Are Creating Tomorrow's Financial Brands

Some call it authenticity, essential benefit, value proposition, or uniqueness. We use the concept of a "soul" to describe the unique character or essence of the financial product and how it impacts its users.

UX / CX Checklist for Bank Digital Strategy Implementation

We have all experienced the moment when we understand that the time for change has come. Often these changes are associated with personal challenges. Most of the time we want to implement them as soon as possible and in the easiest way. This also...

UXDA Launches Financial UX Design Podcast

We have launched our Financial UX Design Podcast on ALL major podcast platforms. Now, our followers from all over the world can get the latest insights and knowledge about creating demanded digital products, not only on our blog but also in a lively audio format.

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.