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Leveraging a strong UXD process to gain your client’s trust

By Simone Lelli, Senior UX/UI Specialist, Objectway

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Objectway Customer Enablement Service work closely with client’s team to implement and operate in the long term the wealth and asset management solution they choose to adopt. Objectway uses its own methodology, business, technology capabilities and deep expertise, to get clients’ platform live as fast as possible, to assure its consistent...

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by Objectway
| 07/10/2021 12:00:00

Today we are all living in a deeply digitalised era, experiencing a massive amount of connected products and services every day. From websites to mobile apps, from wearables to smart homes and the internet of things: digital experiences are permeating every detail of our lives.

Even if the Customer Experience (CX) is defined by a multitude of elements along the entire relationship between brand and customer, it is still easy to understand what the role digital of interfaces is: a strong Customer Experience needs to be supported by an effective and carefully designed digital experience.

This is the reason why UXD (User Experience Design) is so important for a successful CX.

UX (User Experience) is the specific experience of a user interacting with a certain product or service.

UXD is the process used by design teams to create specific products considering the whole context: from the user’s most intimate thoughts to the whole context of use in the physical world. The whole process requires a seamless merger of several disciplines such as functional requirements, user research, branding, interface design, usability and engineering.

Some companies may have their own internal UXD team, others would engage external companies with design expertise to support their processes.

Notwithstanding, UXD teams work with a holistic approach: as the word itself says, “experience” is a wide concept that put all different factors together, looking for answers to a lot of open questions about:

  • Users needs – Which are their desires? Which are their goals?
  • Users interactions – How they interact with that tool? There are some criticisms?
  • Users context – Where they use the product? When, how much time? Which conditions could impact in a significant way the product usage?

Answering these questions allow UXD teams to deliver delightful experience, using scientific methods to achieve this goal:

  • Research, both qualitative then quantitative
  • User interviews
  • User personas and mindsets
  • User testing sessions

UXD is a discipline that considers the “Why, What and How” of the product use with a strong focus on the user and the entire context in which they act.

UX designers are not “creatives” who make creative things for the sake of their own inspiration: they are problem solvers that apply creative approach to the analysis of data, facing with real challenges in a concrete world.

The strength and value of UXD process and teams can increase constantly if applied iteratively: following the customer evolution over time is fundamental to maintain a positive experience with them and become a respected financial brand.

In a fully digitalised world, great experiences are the key to creating and maintaining strong connections with our customers and earning their trust.

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About Objectway
Founded in 1990, Objectway Group is a leading provider of investment management and digital software solutions to the worldwide financial services industry. Our omni-channel, omni-device software platform supports the rapidly advancing digital revolution within the wealth and investment management segment.

Under the direction of CEO and founder Luigi Marciano, Objectway has seen steady growth since its inception, both organically and through strategic acquisitions, with revenues topping 60 million euros in fiscal year 2015. Our awarding-winning platform is the trusted choice of leading wealth and investment firms across the globe from EMEA to Canada to Central America.

From offices in Italy, Belgium, the UK, Ireland and South Africa, Objectway's roughly 500 employees support more than 100,000 investment professionals in 15 countries, who manage more than one trillion euros in wealth. For more than 25 years, we've kept our focus on a single vision: combining advanced technology with a deep understanding of business needs to help our clients reshape their wealth management services.