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UX Case Studies prepared for Avaloq

Jan 1, 2020

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RussellW3bbDesign

in Achieved, Private

Successful UX Design Projects

My Top 3 UX Design Case Studies prepared for Avaloq

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I have prepared a selection of UX design projects focused on challenges, solutions, and lessons learnt within the financial landscape.

2024 is my action year – Can I apply these lessons to any of your teams or projects?

Case Studies

Raising the bar for customer-facing support UX

AI-Powered Customer Service Revolution – AI is transforming customer service by offering personalised solutions, and UX plays a crucial role in creating intuitive and engaging customer experiences. By leveraging AI and focusing on UX, businesses can create a more personalised, efficient, and satisfying customer experience.
A Frictionless Wireframe Onboarding Journey

Ditch the wireframes rock stories. Customers faced a confusing onboarding maze. Detailed UX wireframes transformed it into a frictionless journey, building trust and getting users invested. Clarity led to confidence and the winning play, a clear, secure, and personalised onboarding process building loyalty from the first click.
Using proto-personas to Know your user – Pt I

Despite resource limitations, this Content Audit project successfully utilised proto-personas to gain a deeper understanding of user needs. By consolidating and refining persona data into meaningful ‘chunks’, and effectively communicating findings to stakeholders, all lead to a deeper comprehension of users for all involved. This empowered us to move forward with the next stage –…
Discovery Workshop to Roadmap in 3 days

How to facilitate an ideation workshop around solving problems, understanding through ideation, knowledge sharing (based on agreed on personas) and then attributing those personas, via SMEs validation, to surfacing UI to promote next steps plotted on a goal-oriented roadmap.
Power up your designs with dark mode trend front-of-mind

How to design with the 2023 dark mode trend front-of-mind. Delight, speed and satisfaction are rewriting our UX playbooks in finance. A modern-day UX-er has rapidly emerged, changing the rules of the game. Part of that skill-set is the new must-have which is dark mode.
Pt I – Money Management App UX Challenges Explained

A two-part deep-dive focussing on mobile UX design targeting seasoned designer-types, mastering Design Theory, and navigating lean Agile challenges.
What is the role of open banking in the super app evolution?

TL;DR Open Banking unlocks a future where financial apps become indispensable partners, not just tools. A shift in the balance of power, more convenience, better financial education and more meaningful relationships with users. What’s next in this ecosystem; financial freedom, bulletproof investment flows, AI…
Using Experience Maps to uncover user behaviour Pt II

Crafting an unforgettable investment experience within the intricate world of investor behaviour unveiled a tapestry of needs and motivations that shape financial decisions. Using Experience Mapping these insights into the customer lifecycle were uncovered and common threads exposed.
Part 1; How being more consultative can sooth the UX process – COVID Special

Improving your work-flow and getting buy-in can be a challenge. Follow this COVID-friendly remote working ABC to get your Agile team focussing on the ‘Yes’. By simplifying the KO process and outlining the problems to solve and you will quickly come to a shortlist of the better tools. As you discover their limits, from your…