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

Five Best Practices for UX Research in Financial Services

There are dozens of research methods available, but from our experience to create a user-centered financial product, five key research methods should be highlighted.

AI and Digitalization in Banking Industry Cuts Millions of Jobs

Million of bank employees will lose their jobs in next decade, and the reason for that is technology: digitization in banking, AI in banking.

Next-Gen Finance Revolution: Why Digital Excellence Can’t Wait

This article delves into the tension between the urgent need for next-gen, customer-centered financial products and the significant hurdles financial brands must overcome to deliver them and achieve digital excellence.

UXDA Amongst The Best Companies In The European Business Awards

We are proud to announce that UXDA is named ‘One to Watch’ in the business excellence list published by the European Business Awards 2019 - one of the world’s largest and longest-running business competitions.

Bineo UX Case Study: Designing the First 100% Digital Bank in Mexico

Banorte boldly launched Bineo, Mexico's first all-digital bank, aiming to revolutionize the market and cater to tech-savvy customers. Dive into this case study to learn how UXDA's collaboration with the team at Banorte initiated a new dedicated digital banking journey for Mexicans.

UXDA Wins the World-Famous IF Design Award

UXDA has received one of the most prestigious design prizes in the world - the IF Design Award. UXDA was awarded in the Service Design category for the voluminous UX transformation of the ITTI Digital core banking solution.

Fintech UX Design Trends: 10 Banking Innovation Ideas

The UXDA team has highlighted 10 design trends that demonstrate the evolution of digital financial products and the way financial interfaces are created and perceived by the users.

Boosting The UXDA Team's Power

We truly believe that great results are made when you love your job and work side by side with likeminded people. I'm really proud that we can call UXDA team our second family.

Apple's On-Device AI Takes on Cloud AI: Who Will Revolutionize 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!

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.