At CREALOGIX, we understand the importance of user experience (UX) and that’s why it is at the heart of our solutions. Our new eBook shares some of the expertise of our UX team and provides an insight into why UX matters and what it means for the wealth management industry. Our clients are forward-thinking financial institutions keen to deliver world-class digital services, but ultimately, we deliver solutions for people. These days, the UX of a digital service is an important part of the customer experience (CX). That’s why we’ve put together this short guide on UX for wealth management firms looking to translate their premium services and prestige brands into the digital sphere.
In this eBook, we explain the difference between customer experience and user experience as well as highlighting the importance of both in modern wealth management. We include some details about the CREALOGIX approach to UX design and discuss how to maintain a positive UX despite changing – and frequently rising – customer expectations.
The report also covers:
- Commercial benefits of a positive UX
- Bringing the personal touch to the digital channel
- Building relationships through UX
Download the report today and find out how to deliver gold-standard customer service through a modern, intuitive UX.