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Our web application had an outdated user experience and a 5 yr old design.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

7 Ultimate Digital Banking Trends 2025 to Elevate Financial Brands UX

In a world in which anyone can download a banking app, just being digital is no longer a differentiator. The real challenge now is building a brand's digital experience that goes beyond basic functionality—an experience that bridges the financial brand with customers’ values, emotions and long-term aspirations.

Fintech App Design: 10 Latest Mobile Banking Trends

Is it possible to unite dozens of traditional banking features in a single Neobank app? The answer is “yes” if you combine cutting-edge technological innovations and banking user experience.

UXDA Wins The Prestigious DNA Paris Design Award

UXDA is proud to become the winner of the prestigious DNA Paris Design Award. We triumphed the category of Graphic design/UI Design competing with the most creative and innovative design works from all around the world.

UXDA Awarded at the World's Largest Design Competition - A'Design Award

UXDA has become the Silver A'Design Award winner at the world’s largest and one of the most influential design competitions, gathering designers from more than 100 countries.

UXDA Celebrates 8th-year Achievements Gatsby Style

Happy 8th birthday, UXDA! Every year our team reaches more and more exciting peaks and passes through different challenges. And this year we celebrated it Gatsby style!

Digital Banking User Experience: Make Your Product Outcompeting

This digital banking CX checklist will help to bring more customer-centricity into your financial service, so that you would be able to delight your customers with a remarkable digital product.

UXDA Delivers Design for Best Digital Banking Platform Vendors

UXDA team is happy to see our partners between TOP11 global banking software vendors and is grateful for the opportunity to reinvent financial industry through customer-centered financial design.

Breaking the Self-Deception to Improve Customer Experience in Banking

Financial companies and banks worldwide are investing heavily to improve customer experience in banking. Despite these genuine efforts, many banks struggle to achieve the desired results. The culprit? Self-deception.

Don't Let Financial Experience Fail Ignoring the Problem-Solution Cycle

Why some digital financial products are demanded and loved by the customers while others bankrupt? In the series of "Financial UX Explained" we look at the Financial UX Methodology.

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.