back to latest articles

UX Success Story: Superb Communication and Deliverables

0

UX Success Story: Superb Communication and Deliverables

Looking for a way to engage your users with the best possible financial design but don't know how? What does it feel like to work with the world's leading financial design agency? Clutch has collected UXDA reviews that we are going to share in a series of articles. Enjoy the journey of our clients and don't be shy to get extremely inspired by them!

UXDA Review by CR2

STATS:

  • Case: Omni-channel banking software
  • Time: 6 months
  • Budget: 150K-200K

What Did You Find Most Impressive About UXDA?

We were impressed by their specialization and the fact that they have all the tools, equipment, and processes to do what we wanted.

They aren’t a generalized design agency. I thought their process for feedback and follow-up was superb. The whole team knew what they were talking about.

UX Design Success Story Superb Communication Deliverables CR2 Channel Banking Software UXDA Review

What Evidence Can You Share That Demonstrates the Impact of the Engagement?

Before the app was launched, we asked UXDA to generate some videos representing what the app would look like in action, and we’ve been able to share that with a number of customers and sales folks. Their feedback has been overwhelmingly positive. In a few cases, we generated considerable interest.

ux-design-mobile-banking-testimonals-cr2-uxda

What is the Status of This Engagement?

We started working with them in March 2017, and we collaborated on an aggressive timeline for 6 months. The project has been completed, but I contact them with small tasks now and then.

What Was the Involvement With UXDA Like?

We had a call initially to talk about how we would work together, and they proposed an effective process. We decided we wanted to meet them in person. We met near their offices and went through our requirements. We agreed that we would come up with a couple of designs for internet banking, and they worked with our existing system to design a new user interface [UI] and follow that up with a similar mobile app. They looked at multiple skin variations.

In the end, they provided a UI case, wireframes, and Photoshop and illustration work with video and animations.

They assigned UX architect and consultant Arita as our account manager, and we dealt directly with her and gave her constant feedback. We had fairly regular phone calls where we would ask questions or clarify items for their team.

The target market for our product is retail bank customers. We offer payment services that are easy to extend where banks can interact with their own payment systems. We have design tools to help them build and modify the app beyond what we deliver initially. They can extend their view of the mobile journey beyond the product we give them as a reference implementation.

UXDA didn’t work on anything besides the design and frontend of the app, but they did similar work for the frontend of the online banking site, which provides responsive internet banking for desktop, tablet, and mobile devices.

UXDA process CX UX methodology approach remarkable financial service

How Did UXDA Perform From a Project Management Standpoint?

They were superb. We didn’t have any issues at all. We worked with an account manager, and she dealt with every question to make sure we were happy.

She listened to any negative feedback we had and immediately followed-up to ensure changes were made.

How Did You Come to Work With UXDA?

We wanted to find a firm that had significant experience, a good reputation, and a portfolio in the channel banking space.

We needed to update our mobile app. Because we’re a software vendor, we need to compete with other vendors in the same space, so the product had to be excellent.

Two or three people referred them to us, and we did some research online. We contacted them to make an appointment to talk about the project.

UX Design Success Story Superb Communication Deliverables Testimonial Meeting Work

UXDA also had a great workshop together with the team of CR2. Our UX architect Arita went to Dublin to assist CR2 in exploring the opportunities of creating groundbreaking banking software solutions through user-centered approach and Design Thinking.

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

Misdiagnosis in Banking AI: Automating the Wrong Problem Scales 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.

Digital Banking UX as Strategic Infrastructure: Long-Term Experience Capability for Banks

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.

Agentic Banking: What Is the Biggest Risk of Autonomous Financial Agents

Agentic AI is making banking faster and smarter—but when millions of autonomous agents optimize toward the same goals, efficiency can turn into systemic risk. This article explores how synchronized AI decisions could trigger the next financial crisis, and why financial UX must evolve from frictionless execution to resilience, diversity, and smart friction.

11 Years of UXDA: Entering a New Decade of Transformation

This year, UXDA turned 11. But this was never just about a birthday—it marked a transition. Our first decade was about building the foundation: values, character, courage, quality, and reputation, growing step by step from a bold vision into a company shaping the future of financial services.

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.

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.

ChatGPT Prompts in Digital Banking and Fintech Product Design

This article unveils the secrets of using ChatGPT prompts to drive innovation in banking UX, providing insights into how this tool can be integrated into the standard design process for transformative results.

How Will AI Change Financial UX by 2035? 12 UXDA Predictions for the Future of Digital Banking

By 2035, financial UX will move beyond apps into autonomous AI, predictive finance and programmable money. This article explores how UXDA’s decade of predictions reveals the next shift in banking: from designing interfaces to designing trust, governance and human agency in increasingly intelligent financial systems.

The Brand-to-Experience Gap in Banking: How to Align Brand Strategy With Digital CX

Can your financial company get more from design than just a standard interface for digital services? Absolutely! But there is one thing without which it is impossible to get the most out of your design initiatives.

ABOUT THE AUTHOR

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.