As technology continues to evolve and advance rapidly, more of our daily lives are taking place in a digital-first context. When marketing your products and services, this means:

• Your target audience now has a shorter attention span, and less patience when browsing websites and services online.
• Your target audience also has more choice of options than ever before when choosing who to buy from. 

Modern users demand the same speed and convenience they get from the industry-leading sites and apps they use every day. That means you only have a matter of seconds to make a positive, memorable connection with your visitors. 

UX design, therefore, serves as a critical phase within the end-to-end process of web design. This is essentially the practice of creating a website that allows your visitors to complete a process, take an action, or fulfill their need in as few steps or clicks as possible.

Despite its ever-increasing importance, UX design is a process that many businesses, and even many agencies, still struggle to get right. 

To ease this challenge, and help you ensure your own website’s UX is designed effectively, we’ve written this article to outline the process in detail. We’ll also provide advice and tips to help you ensure your website can provide your target audience with an experience that drives them towards your desired outcomes.

What is UX Design?

The aim of UX design is to make it quick, easy, and convenient for your visitors to complete a task or process, or follow a call-to-action. Your UX involves everything from functionality, navigation, accessibility, layout, structure, and even the site’s content itself. 

Designing your website in a way that’s intuitive and easy-to-use will provide your visitors with a satisfying UX. It’s important to note here that UX design shouldn’t be confused or bundled up with user interface (UI) design. UI design is its own separate phase of the process that comes slightly later. 

Understanding the Design Process as a Whole

Research and Planning 

Earlier in the overall design process, before you approach the UX, you should’ve gone through a thorough research and planning phase with your design agency.  

This is important in ensuring that every decision you make towards your UX and UI will produce a more effective website capable of meeting your business goals and your audience’s needs. 

Working alongside your agency, you’ll use this research to define the full scope of your website and all its requirements. This will include the creation of user personas and user journeys. These will help you determine the most simple and efficient flow for your visitors to take through your website to each call-to-action, and this is how your UX is created. 

This research will guide both your UX design and UI design processes.

Related reading: Understanding the Important Role of Research and Planning When Designing a New Website.

Visual Exploration

Your agency partner should then produce a set of mood boards that you’ll use to create the aesthetic style of your site in line with your brand. These mood boards help you visualise the way your website will look and feel when built. 

This is a precursor to your UI design, and it’s done before the UX phase to ensure the overall style is correct before any more design work is completed.

This is another collaborative process, where your agency should advise you with their expertise and experience from delivering successful website projects in the past.

Related reading: What is Visual Exploration in the Process of Web Design?

The UX Process 

Information Architecture 

The information architecture of your website is devised by building a sitemap, which is a map of all the necessary pages across your entire website. You’ll likely have an existing one from your current site, but this will probably need updating based on all the new research and strategic planning you’ve done. 

From the sitemap, you’ll have a list of all the pages and content required to populate your site. Your agency will then build out a content base framework, noting any content that you need support in developing.  

The users’ navigation through the site needs to be tailored to the objectives you’ve set and the research findings from earlier. It also needs to be built in a way that allows for flexibility and scalability later, as your requirements evolve and your business grows. 

High-Fidelity Wireframes 

Wireframes are used to design the user experience of your website. This is essentially like creating a blueprint of your website’s pages prior to beginning the actual design work, detailing the site’s flow and the users’ journey through it.

These wireframes are used to determine how the user can reach their desired outcome, or reach your desired call-to-action, in as few clicks or steps as possible. Remember, the purpose of UX design is to optimise that journey. 

Here at SoBold, we use high-fidelity wireframes that provide a clear, detailed representation of the users’ flow to all calls-to-action. This is directed and influenced by the things we learned in the research and planning phase. 

These wireframes are typically built on a standard desktop size, but they can be done on a mobile device screen size if you want your site to be designed mobile-first. 

Wireframes are used to create the UX so you don’t get distracted by the visual design when evaluating the user journeys. This allows you to focus completely on the flow and the experience the user will have when visiting your site, without worrying about the aesthetic elements. It proves to be a much more effective approach towards creating an experience that will satisfy your visitors and help you achieve your objectives.

Again, this will be a collaborative process in which you’ll work closely with your agency, providing feedback on the wireframes to ensure they align with your requirements.

Once the mood boards and the wireframes are approved, all that’s left to do is apply the design to the wireframes to bring your website’s design to life. This makes the UI design process very quick and easy from here.

A Quick Word on Accessibility  

Accessibility is a crucial aspect of any user experience. 

Accessibility refers to how easy and accessible technology is for all users, regardless of their physical ability, location, personal background, or any other factors. While accessibility is primarily a concern for the UI design team, it’s also important in optimising your UX as well. After all, a website that isn’t accessible simply cannot be considered to have a good UX.

If accessibility isn’t included as a core component of your web design process, you should raise this as a concern with your agency.

Here at SoBold, accessibility is a key part of all our design processes, as we believe that all technology must be fully inclusive and equally available to everyone.

Related reading: You can learn all about what it takes to deliver good usability through your website in our related article here.

Finding the Optimum Balance 

As touched on earlier, your target audience will be visiting your site with a goal in mind, and the UX is what enables them to achieve that easily.

Of course, you also have business objectives to achieve through your website, which must also be supported by UX design. That creates the need for balance between a UX that serves your visitors and supports your business strategy simultaneously. Your design should also play the important role of directing visitors to the calls-to-action that you want them to engage with. 

Finding this balance is a challenge, and one that could have a negative impact if you get it wrong. This is where the guidance and expertise of a specialist agency partner becomes so important. All design is collaborative and iterative, and UX design is all about compromising to find the right balance. 

The Business Benefits of Great UX 

Finding a design agency you can trust, and investing the time to work with them to craft a truly outstanding user experience, will prove well worth it in the long-run. 

UX design is complex, but the right agency can guide you by demystifying the process and helping you make the right decisions at every step. Finding that aforementioned balance between your strategic objectives and your target audience’s best interests can have a transformational impact on the performance of your website.  

Providing your visitors with a great UX can deliver a wealth of other benefits as well, not only to the performance of your website but to your wider business too. For instance, a study by 

Forrester Research found that a well-designed UX has the power to raise conversion rates for your website by an incredible 400%. 

Some of these additional benefits include: 

• Boost SEO and brand awareness
• Improve audience engagement 
• Reduce bounce rates
• Increase conversions 
• Drive more sales through your website 
• Accelerate business growth
• Improve customer retention and loyalty
• Gain competitive advantages. 

Your UX isn’t Complete Without User Interface Design 

The key thing to remember is that good UX design is really just helping your website visitors travel from their entry point to wherever they need to get to as easily and efficiently as possible.

In the UX phase of your project, you need to consider who the user is, what they’re aiming to do, and then determine how to enable them to do that with an intuitive design.

Once your UX design begins to come together, and you’re satisfied with everything, the next step will be for your agency partner to begin to design your user interface.

While UX and UI are separate, they’re also intrinsically linked. They need to work together seamlessly and complement each other in order for your website to be successful. 

In our next article, we’ll walk you through the topic of UI and help you ensure your user experience is brought to life with an effective visual design.

If you’d like to take a step back and learn more about the overall process of web design, read our related article here.

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As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.

For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever. 

Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking. 

But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.

Changing Demands from Your Audience of End-Users 

The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.

Self-Service 

Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.  

When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated. 

Cyber Security and Data Protection

The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.

Responsive Design 

Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal. 

User Retention 

If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.

People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.

Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI). 

Using Bespoke Development to Overcome Business Challenges 

In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke. 

Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services. 

Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey. 

For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability. 

This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:

• A bespoke website that differentiates you from your competitors
• An online portal, either for training internal users or providing a more engaging experience for your clients
• A new platform that can better integrate with your legacy systems
• A new content management system (CMS) that can provide greater flexibility and scalability 
• A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.

Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.

How to Approach a Bespoke Development Project for a Financial Services Business 

Understand the Purpose of What You’re Building

The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives. 

It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality. 

Define Your Requirements in a Project Brief 

A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to. 

Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically over-spending.

For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here. 

Evaluate Your Technology Options 

In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.

Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.

For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.

To learn more  about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.

Find and Select an Agency Partner 

Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life. 

The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care. 

When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you. 

You should consider the following qualities as non-negotiable for your an agency: 

• Proven financial services sector experience and success 
• A strong track record with complex bespoke development projects 
• A long-term partner who can advise and guide you to make the correct decisions
• Certifications and accreditations 
• Compliance with financial services industry regulations
• Secure hosting, with back-up, disaster recovery, and risk mitigation plans
• Security built into the core of every project 
• Automated monitoring, maintenance, and support services
• Ongoing updates and optimisation for your platform
• Training and learning to help you gain maximum value from your investment. 

What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?

There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project. 

You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.

Hosting and Performance 

Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that. 

Enterprise-Grade Security 

Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.

Personalisation

Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this. 

In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.

Scalability and Multi-Site Development

As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change. 

Integration with Back-End Systems 

Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems. 

Ease-of-Use 

Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria 

Time-to-Market

One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently. 

Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.

Ongoing Development and Optimisation

Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.

The Business Benefits of Bespoke Development  

While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it. 

A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including: 

• Improving your internal UX, creating greater operational efficiency
• Improving your external UX, providing more convenient, intuitive services to customers 
• Streamlining mission-critical processes to reduce costs 
• Building enterprise-grade security into the core of your systems
• Enabling real-time interactions with data 
• Increasing customer retention and loyalty 
• Achieving competitive differentiation
• Accelerating business growth. 

In Summary

Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.

Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.

In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.

To learn more, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke development here.

Discover how global private equity advisory firm, Rede Partners LLP, transformed a time-consuming manual process into a game-changing client-facing online portal here.

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A fresh-faced Leo joined SoBold in August 2019, with a big booming smile and speaking in broken English. It was immediately clear how driven he was to learn and pick up new skills and it was a no-brainer to offer him a job to join our development team.

For much of his first year at SoBold, Leo was glued to Google Translate to try and properly understand the tasks he had been set, but each and every time the output of his work would be the same, outstanding.

As Leo’s English picked up, as did his confidence and skill-set and he made it clear that he wanted to focus on Back-End Development and he really wanted to take SoBold forward. Leo championed innovation in our development approach and much of the workflow we do today has been driven by Leo’s desire to set the highest of standards.

He is a key figure at SoBold and we are very fortunate to have him.

We caught up with Leo to find out more about what he get’s up to in his day-to-day life!

At what point in your life did you decide to become a developer?

During middle school, I tried to learn how to make games, which led me to development. I started exploring different languages and realized I really liked learning the syntax of as many languages as I could. Eventually, I got into web development, and since then I have tried to expand my knowledge of web development languages, trying out new frameworks, and both front and back end sides.

Describe your typical day

As of now I’m trying out double gym days, which means an early wake up (5.30am), gym at 6am, and finishing at around 8am. Then I go to work, have my day, and when I finish I go home and back to the gym. When I get back home it’s circa 8.30pm, so I have dinner, watch something on Netflix (not too much otherwise I end up snacking), then go to my room, and if there’s time and I’m not too tired I play piano, otherwise I go to bed ready to do it all again. 

What’s your favourite project to date

Favourite project to date is Rede partners

Any advice for junior developers?

Never stop learning, be curious, and be always ready to challenge yourself, and question what you do. Change your way of doing things if someone else out there is doing it better.

If you had to change careers what would you do instead?

Theoretical Physicist or Volleyball coach

What was your most recent challenge and how did you overcome It?

Hit a plateau in terms of motivation, but managed to overcome it by getting less on my plate, and focusing on meaning, eventually, it became better.

What’s your favourite thing to do outside of work?

Workout, play music (piano, guitar), play video games (fav ones are Skyrim, Horizon Forbidden West and Fallout)

How do you think the designer/developer relationship could improve?

The main thing is communication and chemistry, once those are there the relationship improves by itself.

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SoBold is pleased to announce that they have renewed their contract with Transport for London to manage and support a bespoke Cookie Consent Management Tool for use across TfL’s portfolio of websites which includes 30 domains.

SoBold recently became only the 3rd Platinum Certified Cookiebot Partner in the UK having been an authorised Reseller of Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018.

Transport for London’s desire to extend its relationship with SoBold for a further year, highlights the importance of the work SoBold are doing to manage its bespoke Cookie Consent Management solution across its portfolio of website which have missions of visitors per month. The contract renewal cements SoBold’s position as one of the leading Cookiebot resellers. 

For more information on SoBold’s work to date with Transport for London, see their case study.

SoBold Technical Director, Sam Phillips said:

It is great to see Transport for London renew its cookie management contract with SoBold for a fifth successive year. Over the last year we have continued to evolve their bespoke solution adding in full IAB TCF support as well updating the design to reflect TFL’s updated guidelines. We’re looking forward to continuing to support TfL over the next 12 months.

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SoBold are delighted to become only the 3rd Platinum Certified Cookiebot Partner in the United Kingdom. 

Cookiebot consent management platform (CMP) is a leading compliance solution that detects and controls all cookies and trackers in use on a website, and automatically manages end-user consents.

SoBold have been working closely with Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018 providing their clients with transparency and control over the cookies used on their websites. Since partnering with Cookiebot as a reseller, SoBold have worked with clients including Transport for London and the London Transport Museum to develop bespoke implementations of the Cookiebot CMP. More information on SoBold’s work with Transport for London can be found here.

In October 2022, Cookiebot launched a tiered partner and certification program. As a leading Cookiebot reseller SoBold has been named as a Platinum Certified partner, highlighting its expertise with the Cookiebot platform and data privacy compliance in general.

By becoming a Platinum Certified Cookiebot Partner, SoBold will be able to continue to offer more support to leading businesses needing bespoke Cookiebot solutions. 

Cookiebot Sales & Channel Manager, Grant MacInnes said:

Congratulations to Sam Phillips & SoBold on joining our very elite group of platinum certified resellers. Looking forward to continuing to work closely with you and the team over the coming months and years.

SoBold Technical Director, Sam Phillips said:

By becoming just the 3rd Platinum Certified Cookiebot partner in the UK we have continued to cement our position as a leading Cookiebot reseller. Having been one of the first resellers of Cookiebot in 2018, our partnership with Cookiebot continues to go from strength to strength and we are looking forward to developing more bespoke implementations for Cookiebot’s enterprise user base as a fully certified partner.

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