UX & Design
Revolutionizing User Experiences for Finance
Boost adoption, delight users, and drive real business results with intuitive, high-performance user experiences that transform your data into immersive interfaces and drive smarter financial decisions.
Elevating the Financial User Experience
Clunky workflows, outdated interfaces, and hard-to-navigate data are still the norm across financial platforms. For wealth managers, asset managers, traders, and other finance expert users, poor UX limits adoption, slows decision-making, and erodes client trust. To stay competitive, firms need interfaces that don’t just look modern—but actually make complex financial tasks easier, faster, and smarter.
User Research
Focus groups, front door tests, surveys and in depth interviews to collect validated feedback to inform your innovation roadmap.
UX Assessments
Assess existing product interfaces with tried and tested methodologies to guarantee we keep what works, fix what’s broken, and innovate entirely new experiences.
UX Modernization
Deploy the latest thinking and best practices to implement smooth and effortless experiences and modernize how you surface your data to users.
Simplify Complex Workflows
Our UX and data engineering expertise means we are highly skilled with vast datasets in highly regulated and challenging environments. We know how to make data work for you to streamline workflows.
UX Prototyping
From data-driven prototypes to streamlined click-through design interfaces, we know how to pick the right path and evaluate the most effective next step for your product.
AI-Driven Experiences
Harness the latest developments in retrieval-augmented generation, artificial intelligence, generative AI and machine learning to create first-class experiences for all users.
Mobile Experiences
Deliver first class moments across all platforms to extend your innovation beyond the enterprise and into the hands of your expert users and customers on the move.
UX for Expert Users
We turn complex and disconnected data into interactive and explainable interfaces that tell a powerful story and reduce the cognitive load on your expert users.
Elevating the Financial User Experience
Clunky workflows, outdated interfaces, and hard-to-navigate data are still the norm across financial platforms. For wealth managers, asset managers, traders, and other finance expert users, poor UX limits adoption, slows decision-making, and erodes client trust. To stay competitive, firms need interfaces that don’t just look modern—but actually make complex financial tasks easier, faster, and smarter.
