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

Procurement Practices as a Hidden Risk to Banking Digital Experience

Effective procurement is crucial for digital banking success. While some teams focus solely on cost, others prioritize strategic expertise and quality, leading to stronger, more impactful products. Explore the key factors that make the difference.

Surviving Digital Disruption Through UX-Driven Banking Innovation

As the usage of physical cash diminishes and digital consumption skyrockets, traditional banks are undergoing a seismic shift to adapt to changing customer preferences. Digital transformation is reshaping industries and consumer behaviors, and the banking sector stands at a crossroads, poised to redefine our financial experiences in unprecedented ways.

On-Device vs Cloud AI and the Future of Personalized Banking UX

Integrating AI into banking services will obviously revolutionize the user experience in financial services, offering real-time advice and 24/7 transaction monitoring. The main question is which AI will serve banking first ─ on-device AI or cloud-based AI? Let’s compare!

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.

UXDA Design Firm Wins the Best Banking Technology Award

UXDA becomes first design agency that wins Banking Technology Awards. UX Design Agency helping online banks and FinTech startups engage their customers with a delightful user experience through user-centered design.

UX Case Study: How to Design a Mobile Banking Super App

How could finance companies upgrade their banking ecosystem to a mobile banking Super App using 10 Fintech trends?

Role of Emotions in Banking CX: Is There Silent Revolution in Banking Services?

Successful banking apps like Revolut and Cash App thrive by creating sexy user experiences that go beyond basic functionality. In this article, we explore why injecting "sex appeal" into your financial product is the key to making it a market leader.

UX Design Review: What Private Wealth Systems Said About UXDA

This is a Clutch review recap of the wealth management platform for UHNWI experience UXDA designed for the Private Wealth Systems.

HSBC's $150M Failure of Zing: UX Lessons from a Banking App Collapse

Despite a significant investment of $150 million in its development, Zing failed within a year. And although the product didn't take off, those huge investments won't be wasted if the industry analyzes this case and learns from it properly.

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.