The team was quick to understand the requirements and workflow, and they came up with suitable designs.

The communicative team successfully generated a high-fidelity prototype that was quickly integrated into the client's development group. UX Design Studio possessed expertise in financial products, and they took the time to formulate a workflow that helped them produce feasible results.

Chandra Rekha
Presales & Marketing Manager

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BACKGROUND

Please describe your company and your position there.

We help financial professionals and institutions in investment research and decision support with data products and solutions built on cutting-edge AI.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire UX Design Studio?

We hired UX Design Studio for the UX/UI design of our new products for Financial Research Analysis, including wireframing and prototyping. We were lacking internal resources such as UX/UI experts to design a financial product interface from scratch.

What were your goals for this project?

Our goal here was to develop a high-fidelity prototype with an aesthetic User Interface for Finance professionals.

The team at UX Design Studio has done a commendable job as they were quick to understand the requirements and workflow, and came up with suitable designs - wireframes given their expertise in financial products design.

The developed prototypes were very professional and ready to work with including demos. My company is a happy customer looking for long association with them.

SOLUTION

How did you select this vendor?

We had shortlisted 3 vendors and out of that through reference and the work portfolio , we selected UX Design Studio as they had previous financial product design expertise.

Describe the project in detail and walk through the stages of the project.

UX Design Studio has very well delivered the required high-fidelity prototypes. One product is for financial statements analysis and another product is for complex bond documents analysis.

How many resources from the vendor's team worked with you, and what were their positions?

A project manager, User experience expert and a UI design person.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The high-fidelity prototype was ready for demonstration to various internal & external stakeholders. The ready prototype was immediately added over to the development team.

How effective was the workflow between your team and theirs?

UX Design Studio was good in proactively communicating any missed target or when any team member was not available and helped us plan efficiently.

We had 2-3 meetings a week where certain user stories were worked upon and then review in an iterative manner, and that has helped us complete the project in time.

What did you find most impressive or unique about this company?

The financial products expertise is very impressive and the team was quick to understand the requirements and workflow, and they came up with suitable designs - wireframes given their expertise in financial products design.

Are there any areas for improvement or something they could have done differently?

Resources were busy though they always answered the calls for discussion.