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

The UX Formula for Customer Engagement in Banking

This formula could be applied to gain business breakthroughs and improve customer engagement in banking by adding just 4 key aspects to your business.

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?

Banking Innovation: 5 Traits of Digital Disruption in Banking Industry

In 2018 Apple became the world's first trillion-dollar company, and Nokia failed. How this could explain digital disruption in banking?

Million Dollar Question: Why Users Reject Easy Banking Solutions

Why do users sometimes still put up with complex banking services, even though they might have experienced an alternative that's much more easy and user-friendly?

How to Find the Magic Button to Create Digital Banking Innovation

This year, 413 European companies were nominated for European FinTech Awards TOP100 and UXDA entered TOP3 in category of Digital banking Innovation.

Could Your Financial App Scare Users Away? Here’s How to Find Out

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.

AR / VR Banking Will Revolutionize The Financial UX

There's no doubt that banking in Metaverse will take the customer experience to a brand new. What can you expect, and what's the best way for the banking industry fully embrace the opportunities of the digital future?

What The Banking World Can Learn From The TERRA Tragedy

The sudden crash of the Terra coins Luna and UST has proven to be a very painful lesson for the financial world. People need trustworthy financial services that are stable and won't make people lose their entire life savings in 24 hours.

UXDA's Framework for Building a Strong Financial Brand in the Digital Age

How can financial brands meet today’s user expectations? UXDA’s Digital Experience Branding Framework offers a practical, actionable tool to help ambitious financial institutions create strong, future-ready digital brands.

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.