Advisory Services

Find out how we can help financial institutions take your customer experience to the next level.

Since 1999, BankingUX Advisors has been helping financial institutions perfect their UX and UIs through our custom analysis of 400+ digital contact points. We review both the form and the function of your entire digital experience via desktop, smartphone, tablet and apps.

Our goal is to make digital finance quick, easy, simple and profitable for our clients. We offer a variety of services to help financial institutions take digital customer experience to the next level. It starts with us taking a panoramic view of your website and then taking an in-depth look at your current offering to identify strengths and gaps in your public website, mobile app, secure online banking and new account applications. But we don’t stop at merely identifying gaps, we provide custom advice on how to fix them in a cost-effective manner. The process culminates in a Powerpoint presentation summary for management along with a detailed written report to share with your design team.

And you won’t be dealing with some junior analyst. All of your analysis will be conducted by Chris Young and Jim Bruene, each with at least 15 years of digital banking experience. All this for a fraction of the cost of doing it yourself. And your satisfaction is 100% guaranteed, always.

Online & Mobile Banking Audit

The secure online banking area after login is the heart of the website; it is where customers do their banking, pay bills, transfer funds, interact with the bank, and learn about new products and features.
  •  mobile-banking
  • Login
  • Banking Dashboard
  • Design & Navigation
  • Management Features
  • Account Summaries
  • Transactions
  • Statements/Payments
  • Alerts
  • Transaction Flows
  • Security & Trust
  • Help/Support Features
Request Proposal

Account Opening & Onboarding Audit

Well-constructed loan/product application forms are essential for a profitable digital banking presence. They decrease abandonment and increase overall approval rates and sales.
  •  account
  • Public Site
  • Online Banking
  • Mobile Banking
  • Account Opening
  • Application Process
  • Call-to-action
  • Navigation/Task Flow
  • Design/Appearance
  • Help/Support Features
  • Security & Trust
  • Post-Application
Request Proposal

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