back to latest articles

UX Design Review: What Private Wealth Systems Said About UXDA

0

UX Design Review: What Private Wealth Systems Said About UXDA

We were delighted to design the user experience for an exceptional product - wealth management platform for UHNWI for Private Wealth Systems. Thanks to the independent review platform Clutch, you have the opportunity to find out how this cooperation went on and read the interview with our client. The review collected by Clutch was given by the Founder of Private Wealth Systems based in Charlotte, North Carolina, USA.

About the Project

  • Client: Private Wealth Systems
  • Case: UX Design for a wealth management platform
  • Time: 6 months

UXDA-portfolio-Private-Wealth-Systems-V1.jpg

Project summary:

An early version of the app was released and was received positively from external stakeholders. They noted its visual appeal and usability. Communications with the client were brief but insightful and the team was highly receptive to their feedback.

UXDA-portfolio-Private-Wealth-Systems-V11.jpg

Feedback Summary

UXDA was hired by a fintech firm to redesign their web app's UI and improve UX.

UXDA's knowledge, focus, and flexibility were all impressive. The design aesthetic is wonderful but UXDA also highlighted areas where the user experience could be improved so they added value. I am simply blown away by the UXDA team’s attention to detail, thoughtfulness, and thoroughness. And the people are smart, nice, and fun to work with.

UXDA-portfolio-Private-Wealth-Systems-V2.jpg

The Interview

Why Did Your Company Hire UXDA?

Our web application had an outdated user experience and a 5 yr old design. We hired UXDA to create a new design and improve the user experience.

We want to create a design for a new version of our system within 4 months so development could begin and the first product launched would be complete within 12 months of hiring UXDA.

How Did You Make the Selection?

Their team had specific industry experience. I didn't have to teach them our industry - very important.

Please Describe the Project Scope

UXDA was responsible for understanding my vision and taking the vision to create a new UI/UX. I would create sketches in powerpoint, explain them, and the rest UXDA did.

We had a team of 3 to 5 people from UXDA. I was the only person on my team dedicated to the project which meant UXDA had to do most of the work.

Share any Outcomes From the Project

We are currently developing the application based on completed designs. Early indication is very positive from clients who have seen the new look and feel.

How Effective Was the Workflow?

Fantastic. One of the best I have had. They were quick, detail oriented, and had strong follow up.

What Did You Find Most Impressive or Unique About UXDA?

Their knowledge, focus, and flexibility were all impressive. The people are smart, nice, and fun to work with.

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

Big Tech or Big Curse on the Banking Experience?

As part of global digitalization, Big Tech is using its power and resources to expand into the financial industry, but only a diversity of financial alternatives and healthy competition will ensure a customer-centric development in the financial industry.

my.t money UX Case Study: Banking Super App Design to Modernize Mauritius

MT challenged UXDA to envision and redesign a digital my.t money platform as an integrated financial and lifestyle service ecosystem to empower the Mauritian community.

UX / CX Checklist for Bank Digital Strategy Implementation

We have all experienced the moment when we understand that the time for change has come. Often these changes are associated with personal challenges. Most of the time we want to implement them as soon as possible and in the easiest way. This also...

How to Choose the Best Banking Software Vendors in Terms of UX

The digitalisation of the banking industry is rising, especially due to ready-to-use digital banking solutions provided by IT vendors. But are these solutions really best for their users? What threats can appear for the financial industry in the future...

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.

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 Prestigious UX Design Award 2022

UXDA team's work has been awarded by the global design competition for excellent experiences - The UX Design Awards 2022.

UXDA Has Designed Exclusive T-Shirts to Inspire Financial Disruptors

UXDA has a fantastic news for everyone who are passionate about disruption of the financial industry. We have put UXDA philosophy into unique T-Shirt designs. Wearing it at any financial event is a great way to share key beliefs we all together stand for.

Garanti BBVA Securities Case Study: Designing a World-Class Investing Experience

Garanti BBVA Securities aimed to move beyond third-party solutions by setting a new standard for investment experience in the Turkish market. The challenge was to transform eTrader into a highly personalized, user-centered app that delivers outstanding digital experience.

ABOUT THE AUTHOR

Alex
Alex, Founder/ CEO/ UX Strategist

Alex has dedicated half of his life to studying human psychology, as well as business success, developing 100+ digital projects and 30+ startups. He spent 10 years researching UX and finance to create UXDA's methodology. Alex is a passionate visionary who's capable of solving any challenge to improve the financial industry.

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.