Story. Value. Breakthrough.

Stunning financial services are not made by accident

We use proven CX/UX methodology to create a unique product story that empowers your digital advantage

Step 1. Set up your scene
Step 2. Find the heroes of your story
Step 3. Lead your heroes through the journey
Step 4. Bring your brand’s uniqueness to life
Step 5. Create a full visual prototype
Step 6. Build your story with confidence
Step 7. Develop the story with UXDA's guidance

Step 1. Set up your scene

We need the whole team to be on the same page to kick off successfully. Here we explore the WHY behind your product─what do you want to create, what is your mission and goals and the market you want to match. This kind of deep-dive allows us to fully empathize with your challenge as our own. This is the only way to communicate a unique product story through design.

Threats we need to handle:

  • Disagreements among stakeholders
  • Unclear goals and expectations
  • Ineffective action plan

Steps toward an amazing product:

  • Stakeholders’ interview
  • Product audit and research
  • Competitors’ research

Step 2. Find the heroes of your story

Every story has a hero, and yours is no exception. If we treat your product as an integral part of the story your brand conveys, we can make it much more meaningful and valuable to your hero─the customer. But, first, it's important to see who your hero is, what he/she is fighting for, what their dreams and experiences are throughout the process and what role your product plays in this journey.

Threats we need to handle:

  • Customer disappointment
  • Bad reviews
  • Low product ratings
  • Losing customers to competitors

Steps toward an amazing product:

  • Definition of key user personas
  • Creation of an empathy map
  • Definition of Jobs-To-Be-Done (JTBD)
  • Conducting a Red Route analysis

Step 3. Lead your heroes through the journey

Let's discover the journey of your hero and define a story that would delight him/her. This will demonstrate how exactly your product can help the hero to reach his/her goals and what the experience should be like in the process. Your product is the hero's ally. If its guidance is easy and delightful, the hero will be keen to invite others to your story.

Threats we need to handle:

  • Complexity of the product, which causes struggles
  • Difficulties that cause users extra time and effort
  • Ignored or sabotaged business goals

Steps toward an amazing product:

  • Mapping a user journey with a BUP holistic frame
  • Engineering information architecture
  • Creation of the Value Board
  • Creation of user flows

Step 4. Bring your brand’s uniqueness to life

What will your hero feel when he/she embarks on the story you tell through your product? Will it feel like they’ve been teleported 30 years back in time, in the middle of a “desert” of confusion and complexity? OR will it feel like they’ve entered a place of joy and delight? The Key Design concept unlocks the door to your unique story. It becomes the cornerstone of the design language, forming an immediate emotional bond between the product and the hero.

Threats we need to handle:

  • Being outdated and boring
  • Not differing from competitors
  • A product that doesn’t match brand values

Steps toward an amazing product:

  • Wireframing and user testing
  • Design research
  • Generation of the Mood Board
  • Creation of the Key Concept

Step 5. Create a full visual prototype

Are you ready to feel the power of your product even before its launch? To make it happen, we will carefully put all the pieces of the puzzle together by delivering omnichannel clickable screens and motion interactions. In this way, your product story will be ready for testing in the hands of real users.

Threats we need to handle:

  • Developmental struggles
  • Faulty estimations
  • Bad usability and lack of demand

Steps toward an amazing product:

  • Crafting an omnichannel UI design
  • Providing a click-through UI prototype
  • Delivering a cutting-edge motion design

Step 6. Build your story with confidence

To guide the hero, your team needs to know the right way. Tailor-made UX design guide and documentation for your digital product ensures a quick and effective handover of the UX and UI deliverables to your team. All deliverables and elements compiled in a design system serve as a map that confirms that the team is on the same page and going in the right direction to provide the hero with the best experience on all channels within a digital ecosystem.

Threats we need to handle:

  • Slowed developmental process
  • Inconsistency of flows, modules and channels
  • Miscommunication among the team

Steps toward an amazing product:

  • Creation of the UX/UI design system
  • Formation of a motion design system
  • Preparation of the design documentation

Step 7. Develop the story with UXDA's guidance

The story doesn't end after the product launch. We provide UX guidance, even in the development phase. Design support and development supervision allows your team to go full speed in delivering a top-notch financial brand experience for your heroes─the customers.

Threats we need to handle:

  • Mistakes in design implementation
  • User frustration caused by the end product
  • Lack of user-centricity in the development team

Steps toward an amazing product:

  • UX consulting and support
  • Supervision of the development
  • Making UX design improvements based on user feedback

Step 1. Set up your scene

We need the whole team to be on the same page to kick off successfully. Here we explore the WHY behind your product─what do you want to create, what is your mission and goals and the market you want to match. This kind of deep-dive allows us to fully empathize with your challenge as our own. This is the only way to communicate a unique product story through design.

Threats we need to handle:

  • Disagreements among stakeholders
  • Unclear goals and expectations
  • Ineffective action plan

Steps toward an amazing product:

  • Stakeholders’ interview
  • Product audit and research
  • Competitors’ research

Step 2. Find the heroes of your story

Every story has a hero, and yours is no exception. If we treat your product as an integral part of the story your brand conveys, we can make it much more meaningful and valuable to your hero─the customer. But, first, it's important to see who your hero is, what he/she is fighting for, what their dreams and experiences are throughout the process and what role your product plays in this journey.

Threats we need to handle:

  • Customer disappointment
  • Bad reviews
  • Low product ratings
  • Losing customers to competitors

Steps toward an amazing product:

  • Definition of key user personas
  • Creation of an empathy map
  • Definition of Jobs-To-Be-Done (JTBD)
  • Conducting a Red Route analysis

Step 3. Lead your heroes through the journey

Let's discover the journey of your hero and define a story that would delight him/her. This will demonstrate how exactly your product can help the hero to reach his/her goals and what the experience should be like in the process. Your product is the hero's ally. If its guidance is easy and delightful, the hero will be keen to invite others to your story.

Threats we need to handle:

  • Complexity of the product, which causes struggles
  • Difficulties that cause users extra time and effort
  • Ignored or sabotaged business goals

Steps toward an amazing product:

  • Mapping a user journey with a BUP holistic frame
  • Engineering information architecture
  • Creation of the Value Board
  • Creation of user flows

Step 4. Bring your brand’s uniqueness to life

What will your hero feel when he/she embarks on the story you tell through your product? Will it feel like they’ve been teleported 30 years back in time, in the middle of a “desert” of confusion and complexity? OR will it feel like they’ve entered a place of joy and delight? The Key Design concept unlocks the door to your unique story. It becomes the cornerstone of the design language, forming an immediate emotional bond between the product and the hero.

Threats we need to handle:

  • Being outdated and boring
  • Not differing from competitors
  • A product that doesn’t match brand values

Steps toward an amazing product:

  • Wireframing and user testing
  • Design research
  • Generation of the Mood Board
  • Creation of the Key Concept

Step 5. Create a full visual prototype

Are you ready to feel the power of your product even before its launch? To make it happen, we will carefully put all the pieces of the puzzle together by delivering omnichannel clickable screens and motion interactions. In this way, your product story will be ready for testing in the hands of real users.

Threats we need to handle:

  • Developmental struggles
  • Faulty estimations
  • Bad usability and lack of demand

Steps toward an amazing product:

  • Crafting an omnichannel UI design
  • Providing a click-through UI prototype
  • Delivering a cutting-edge motion design

Step 6. Build your story with confidence

To guide the hero, your team needs to know the right way. Tailor-made UX design guide and documentation for your digital product ensures a quick and effective handover of the UX and UI deliverables to your team. All deliverables and elements compiled in a design system serve as a map that confirms that the team is on the same page and going in the right direction to provide the hero with the best experience on all channels within a digital ecosystem.

Threats we need to handle:

  • Slowed developmental process
  • Inconsistency of flows, modules and channels
  • Miscommunication among the team

Steps toward an amazing product:

  • Creation of the UX/UI design system
  • Formation of a motion design system
  • Preparation of the design documentation

Step 7. Develop the story with UXDA's guidance

The story doesn't end after the product launch. We provide UX guidance, even in the development phase. Design support and development supervision allows your team to go full speed in delivering a top-notch financial brand experience for your heroes─the customers.

Threats we need to handle:

  • Mistakes in design implementation
  • User frustration caused by the end product
  • Lack of user-centricity in the development team

Steps toward an amazing product:

  • UX consulting and support
  • Supervision of the development
  • Making UX design improvements based on user feedback
BREAKTHROUGH CASE STUDY

Let's give superpower to your financial brand

What value should be added to the product, user and business to create a digital advantage?

Most financial brands struggle to go beyond ordinary to make their digital service so stunning that the entire team would be passionate about it and customers would love to use it. The UXDA has applied its unique UX methodology to design 100+ financial products in 32 countries that empower business digital advantage and lead to breakthroughs. It helps design successful solution that match three perspectives: user needs, business goals, and product capabilities.

Value for Product

  1. Inspiring vision
  2. User centricity
  3. Uniqueness and attractiveness
  4. Reduced friction
  5. Product-market fit

Value for User

  1. Satisfied expectations
  2. Positive emotions
  3. Delightful financial CX
  4. Simple to use
  5. Easy to understand

Value for Business

  1. Clear UX/CX strategy
  2. Brand digital identity
  3. Customer loyalty & referrals
  4. Customer-centered culture
  5. Strong digital advantage

Results-driven design approach

How to increase your Product, User and Business KPIs?

It is extremely hard to create a design that unleashes the key value of your product, delivers the ultimate customer experience demanded by users, and excels your brand among competitors. This is possible only if you put your soul into the design.

SEE OUR RESULTS

The science behind breakthrough

A bad customer experience can cost millions. Great experience is priceless. Avoid mistakes and achieve a breakthrough with our proven Financial UX Design methodology. It's based on three key frameworks: Value Pyramid, Design Pyramid and Experience Pyramid aimed to turn ordinary financial services into extraordinary.

UXDA's Value Pyramid

We developed this formula to define and create the perfect product-market fit between the product's value proposition and the market demand. This pyramid explains how your brand can deliver the ultimate value to its customers, leading to demand and loyalty.

ux-design-banking-work-process-uxda

MISSION

Find the main "Why?" behind your product and disrupt the world

how-ux-design-works-in-banking-work-process-uxda

STATUS

Personalize your solution and make it part of your user’s lifestyle

ux-design-banking-increase-product-value-uxda

AESTHETICS

Create emotional impact to engage your customers

ux-design-banking-usability-work-process-uxda

USABILITY

Ensure ease of use that makes the experience intuitive

ux-design-banking-work-process-uxda

FUNCTIONALITY

Provide the best functionality that fits the user’s needs

MISSION

Find the main "Why?" behind your product and disrupt the world

STATUS

Personalize your solution and make it part of your user’s lifestyle

AESTHETICS

Create emotional impact to engage your customers

USABILITY

Ensure ease of use that makes the experience intuitive

FUNCTIONALITY

Provide the best functionality that fits the user’s needs

VIEW MORE

UXDA's Design Pyramid

We create top-notch financial solutions by using reverse engineering. It's a top-down approach that begins with defining the ultimate value for the user and ends with an action plan.

ux-design-banking-work-process-create-value-uxda

VALUE

Focus all efforts on delivering a true benefit for the customers

ux-design-banking-work-process-uxda

RESULTS

Measure the quality of design by the way it serves people

ux-design-fintech-work-process-uxda

ACTIONS

Accelerate the design impact by defining results-driven actions

ux-design-finance-work-process-uxda

TEAM

Ensure financial design expertise by people who know how to master their craft

ux-design-lending-work-process-uxda

PROCESS

Make design the main priority in all of your business processes

VALUE

Focus all efforts on delivering a true benefit for the customers

RESULTS

Measure the quality of design by the way it serves people

ACTIONS

Accelerate the design impact by defining results-driven actions

TEAM

Ensure financial design expertise by people who know how to master their craft

PROCESS

Make design the main priority in all of your business processes

VIEW MORE

UXDA's Experience Pyramid

Our workflow is based on three tested and proven complementary approaches. Design Thinking provides us with the right strategy serving the key user’s needs. A unique BUP frame ensures that Brand, User and Product ambitions and possibilities are in sync. UX design methodology provides solid tools to turn the best experiences into reality.

ux-design-banking-work-process-uxda

UX DESIGN METHODOLOGY

Provides effective tools to reach the best insights and create an amazing product

ux-design-fintech-work-process-uxda

BUP FRAME

Matches the Brand goals, User needs and Product features

ux-design-mobile-banking-app-work-process-uxda

DESIGN THINKING

Elevates the product's success with a proven step-by-step process

UX DESIGN METHODOLOGY

Provides effective tools to reach the best insights and create an amazing product

BUP FRAME

Matches the Brand goals, User needs and Product features

DESIGN THINKING

Elevates the product's success with a proven step-by-step process

VIEW MORE
TEAM BEHIND THE PROCESS

Risks we will help you avoid

Particular aspects related to proper financial design integration dictate whether your product will succeed or fail and all of them related to all levels of the company. Often, these factors are unnoticed or ruled insignificant, leading to a painful fiasco resulting in a loss of millions of dollars. We are here to help you spot those threats and eliminate them before it's too late. This may require more effort, but it significantly reduces the risks of failure.

Becoming outdated

What if your product keeps letting customers down? It's easy to lose the game if your solution doesn't live up to the standards of the digital age or satisfy the growing customer expectations. To avoid that and keep up with the digital age, your product has to offer a delightful customer experience. It's not just about technology, it's all about eliminating an outdated business approach and replacing it with the experience mindset in which the user is at the center of all business operations. 

Losing clients

In the digital age, only a product that's 100% focused on user needs can conquer the rising competition. It has never before been so easy to launch a financial company. Hundreds of new fintech solutions are launched every year and collect millions of users in just a few months. There are so many choices available on the market that users don't have to put up with services that disappoint them. Don't follow the steps of Nokia, Kodak and other giants who relied on the success of today and failed to predict the future, unlike Apple. To avoid losing clients, you have to focus sharply on the value your product provides to the customers. 

Suffering huge losses

Creating digital products in the financial industry is a necessity, but it's definitely not cheap. You can take a blind shot and hope to be lucky, but most likely it will not convince your investors. Just as in real estate, you don't approach the contractors with a large bag of money and ask them to build the next Burj Khalifa. The credit for such projects always goes to the architects─the ones who do the proper research and have the skills, experience and knowledge to engineer the building. Unfortunately, when it comes to financial products, we often see the “money bag” approach that leads to a disaster and millions of dollars in losses. 

Becoming extinct

There's a joke that millennials would rather go to a dentist than a banking branch. The inability to deliver according to customer expectations can no longer be saved by huge marketing budgets. The only way to survive the digital disruption of the financial industry is to be open, flexible and user-centered. Substitute complexity with ease, boredom with emotions and frustration with satisfaction─that's the way to the customer’s heart! 

Paying for mistakes made by others

To achieve the best possible outcome, you need to ensure appropriate input. The success of your product depends on the expertise, knowledge and experience of the specialists on your team. Finance is a complex and specific field that requires in-depth knowledge. A mistake caused by incompetence can cost millions not only in terms of money but also in customer loyalty and trust. To avoid this, work with user-centered specialists with a proven track record who specialize in matching finance with customer needs. Ensure you have a team of professionals who are dedicated experts in both UX and finance.

READ MORE HOW TO AVOID