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Methodology. Value. Demand.

Road to a successful product

Your opportunity to bridge the gap between failure and success

Getting team on the same page
Defining user expectations
Creating a match between the product and users
Creating visual identity that WOWs
Delivering full visual prototype
Ensuring a systematic implementation of UX
Guiding through the product development

Getting the whole team on the same page

We explore your business model and discover the unique value of your financial product. Competitor analysis outlines how your product can excel in the market.

Eliminating the risk of:

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

Activities to be done:

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

Defining user expectations

We study the psychology, expectations, needs and pain points of your end users, defining a clear context for your product, ensuring the product will be loved and demanded by the users.

Eliminating the risk of:

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

Activities to be done:

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

Creating a match between the product and users

We engineer the ultimate experience of your financial product by focusing 100% on the users. The main aim is to make their goals as effortless and easy to achieve as possible.

Eliminating the risk of:

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

Activities to be done:

  • Mapping a user journey with a BUP holistic frame
  • Engineering information architecture
  • Creation of user flows
  • Wireframing and user testing

Creating a visual identity that WOWs

We form the visual identity based on the unique goals of your business, the essence of the brand and the character of its users. In this way, we form an emotional bond between the product and customers.

Eliminating the risk of:

  • Being outdated and boring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

Activities to be done:

  • Design research
  • Generation of the Mood Board
  • Creation of the Key Concept

Delivering a full visual prototype

We demonstrate the experience of your product before it's even launched. We envision interactions in motion and prepare omnichannel clickable screens, so your product is fully ready for testing in the hands of real users.

Eliminating the risk of:

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

Activities to be done:

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

Ensuring a systematic UX implementation

We provide a tailor-made UX design guide for your product that ensures a quick and effective handover of the UX and UI deliverables to your team so that they can start working on it immediately. All deliverables and elements compiled in a design system book allow everyone to be on the same page and develop the product further with ease.

Eliminating the risk of:

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

Activities to be done:

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

Guiding through the product development

We provide UX guidance, even in the development phase. Design support and development supervision allow your team to go full speed in delivering a top-notch product to your customers.

Eliminating the risk of:

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

Activities to be done:

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

Getting the whole team on the same page

We explore your business model and discover the unique value of your financial product. Competitor analysis outlines how your product can excel in the market.

Eliminating the risk of:

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

Activities to be done:

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

Defining user expectations

We study the psychology, expectations, needs and pain points of your end users, defining a clear context for your product, ensuring the product will be loved and demanded by the users.

Eliminating the risk of:

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

Activities to be done:

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

Creating a match between the product and users

We engineer the ultimate experience of your financial product by focusing 100% on the users. The main aim is to make their goals as effortless and easy to achieve as possible.

Eliminating the risk of:

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

Activities to be done:

  • Mapping a user journey with a BUP holistic frame
  • Engineering information architecture
  • Creation of user flows
  • Wireframing and user testing

Creating a visual identity that WOWs

We form the visual identity based on the unique goals of your business, the essence of the brand and the character of its users. In this way, we form an emotional bond between the product and customers.

Eliminating the risk of:

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

Activities to be done:

  • Design research
  • Generation of the Mood Board
  • Creation of the Key Concept

Delivering a full visual prototype

We demonstrate the experience of your product before it's even launched. We envision interactions in motion and prepare omnichannel clickable screens, so your product is fully ready for testing in the hands of real users.

Eliminating the risk of:

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

Activities to be done:

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

Ensuring a systematic UX implementation

We provide a tailor-made UX design guide for your product that ensures a quick and effective handover of the UX and UI deliverables to your team so that they can start working on it immediately. All deliverables and elements compiled in a design system book allow everyone to be on the same page and develop the product further with ease.

Eliminating the risk of:

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

Activities to be done:

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

Guiding through the product development

We provide UX guidance, even in the development phase. Design support and development supervision allow your team to go full speed in delivering a top-notch product to your customers.

Eliminating the risk of:

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

Activities to be done:

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

UXDA gives super-powers to your product

We maximize the value your Product and Business gives Users

To deliver the best possible experience, we dedicated 10 years to developing our own unique Financial UX Design methodology. This is the “secret” recipe for your product’s true success.

Value for Product

  1. User centricity
  2. Increased demand
  3. Ability to solve user problems
  4. Uniqueness and attractiveness
  5. Enlarged speed to market

Value for User

  1. Delightful product experience
  2. Positive emotions
  3. Improved self-esteem
  4. Feeling of belonging
  5. More time to do what's truly important

Value for Business

  1. Adaptation to the digital age
  2. Increased profitability
  3. Customer loyalty
  4. Enhanced inner culture
  5. New opportunities

Results-driven UX design architecture

Increasing Product, User and Business KPIs

We use our unique approach to discover the key value of your product, design the ultimate experience demanded by users and make sure your business excels among competitors.

The science behind success

A bad user experience can cost millions. Great user experience is priceless. Avoid mistakes and step on a path to success with our Financial UX Design methodology. It's based on three key formulas: product value, design and workflow suited to specifics of financial services.

UXDA's product value pyramid

We developed this formula to define and create the perfect match between the product's value proposition and the market demand. This pyramid explains how your product 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

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

UXDA's workflow 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 Business, 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 Business 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 Business goals, User needs and Product features

DESIGN THINKING

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

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. All of them are related to proper financial design integration into all levels of the company. Often, thesey 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.

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.