Built for banks, credit unions & fintechs running multiple platforms

Your ecosystem has many platforms. Your customer has one journey.

The Digital Experience Integration Audit identifies where your connected digital experience becomes fragmented — across account opening, digital banking, lending, payments and beyond — and gives you a prioritized 90-day roadmap to make it feel like one brand.

No obligation. No sales pitch. Just clarity.

One experience, many systems
Marketing website→ Product discovery→ Account opening→ Identity verification→ Funding→ Digital banking→ Payments & transfers→ Financial tools & servicing
The problem

Great platforms don’t automatically create a great experience.

Each platform in your ecosystem may work well on its own. The problems appear between them — at every transition, the experience can break.

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The language changes

Labels, instructions and terminology shift from platform to platform — so customers second-guess steps they’ve already completed.

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The brand drifts

Vendor experiences don’t fully match your identity — different buttons, navigation, validation and visual patterns at each handoff.

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The journey stalls

Repeated authentication, duplicate data entry and dead ends interrupt momentum — and customers abandon journeys they intended to finish.

The good news? Most fragmentation appears at a handful of transitions — and each one can be fixed.

What we evaluate

One experience. Six lenses.

Digital integration should be evaluated as an experience problem — not only a technology problem. We assess six dimensions across every platform in the journey.

Experience continuity

Whether customers experience one coherent journey or a series of disconnected platforms at every transition.

Interaction consistency

Forms, buttons, navigation, validation, errors, confirmations and loading behavior across the ecosystem.

Content & terminology

Inconsistencies in labels, instructions, calls to action, financial terminology, help content and messaging.

Design system alignment

How effectively internal and external experiences reflect your brand, components, typography and visual language.

Journey friction

Unnecessary steps, duplicate information, confusing handoffs, dead ends and authentication interruptions.

Accessibility

Accessibility inconsistencies and barriers that emerge as customers move between platforms and devices.

What you receive

Not another 100-page UX report.

A clear understanding of where the experience is breaking, what it’s costing you, and exactly what should happen next.

01

Experience ecosystem map

A visual representation of the platforms and experiences in your customer journey — including the transition points where fragmentation begins.

02

Journey friction map

A journey-level view showing where customers encounter unnecessary effort, inconsistency, confusion or abandonment.

03

Consistency scorecard

A structured assessment across brand, navigation, interaction patterns, content, accessibility, authentication, mobile and error handling.

04

Prioritized findings

The highest-impact issues, organized as problem → evidence → customer impact → business impact → recommendation → priority.

Immediate improvements

Changes that can potentially be addressed right away — quick wins your team can ship within weeks.

Near-term improvements

Issues requiring coordination across product, design, technology, operations or vendors.

Strategic initiatives

Larger opportunities involving platform architecture, design systems, governance or journey redesign.

How it works

A focused assessment, without disrupting your product.

Four steps from kickoff to a prioritized roadmap your leadership team can act on.

01

Discover

We identify the critical journeys, platforms, customer touchpoints and business objectives.

02

Evaluate

We review the experience across platforms using a structured integration experience framework.

03

Prioritize

Findings are scored by customer impact, experience severity, business relevance and implementation effort.

04

Recommend

Your team receives an executive assessment and a 90-day roadmap showing where improvements matter most.

That’s it — focused, evidence-based, actionable.
Who this is for

Built for complex financial ecosystems.

If your institution runs on multiple third-party platforms, this audit was designed for you.

✓Banks and credit unions using multiple third-party financial platforms
✓Organizations implementing or replacing a digital banking platform
✓Financial institutions modernizing account opening
✓Teams introducing new fintech partnerships
✓Organizations struggling with inconsistent experiences across web and mobile
✓Product teams working around vendor limitations to maintain experience standards
✓Customers abandoning journeys, or support calls after self-service attempts
✓If these sound familiar, the issue may not live in one platform — it lives between them.
Start with one journey

You don’t need to audit your entire ecosystem.

Start with one important customer journey. It’s the fastest way to find meaningful integration problems before expanding the scope.

Journey 01

Open an account

Marketing→Product selection→Application→Identity verification→Funding→Digital banking
Journey 02

Move money

Digital banking→External account linking→Verification→Transfer→Confirmation
Journey 03

Financial wellness

Digital banking→Credit insights→Recommendations→Product discovery→Action
Why DigitalWaze

We look beyond the individual platform.

DigitalWaze operates at the intersection of user experience, product strategy, design systems, technology and financial services. The objective isn’t to make every platform look identical — it’s to make the customer’s journey feel connected.

6
evaluation dimensions across every journey
90-day
prioritized roadmap, from quick wins to strategy
1
journey is all it takes to start
4
deliverables your leadership team can act on
User experienceBehavior, friction, usability
Product strategyTied to product objectives
Design systemsConsistency at scale
TechnologyIntegration realities
Financial servicesTrust, compliance, security
Request a review

How connected is your digital experience?

Tell us which journey matters most. We’ll review the experience across your platforms and reply personally — no automated reports, no sales calls.

  • ✓ Focused on one critical journey
  • ✓ Evidence-based findings, not opinions
  • ✓ Prioritized roadmap your team can execute

Your information stays private. We reply within two business days.

Common questions

Everything else you’re wondering.

Is this a technology audit or a UX audit?+
Neither, exactly. It’s an integration experience audit. We assume your platforms work — the question is whether the customer experiences them as one coherent journey. The findings connect experience evidence to business impact, so both product and technology leaders can act on them.
How long does the audit take?+
A single-journey audit typically runs two to four weeks from kickoff to the executive readout, depending on the number of platforms involved. Starting with one journey keeps the assessment fast and focused.
Do you need access to our systems?+
No privileged access is required for most of the evaluation. We walk the same journeys your customers do, review your design system documentation, and interview your product and platform teams. If deeper access helps, we’ll request it during the discover phase.
What if we’re mid-implementation of a new platform?+
That’s one of the best times. The audit establishes an experience baseline before the new platform launches, so you can hold vendors accountable to your brand, accessibility and interaction standards from day one.
What happens after we receive the roadmap?+
It’s entirely your call. Your team can execute the recommendations internally, coordinate them with vendors, or bring DigitalWaze in to help. The roadmap is designed to be actionable without us.
Ready when you are

Let’s find out where your customers’ journey breaks — and how to fix it.

Request a Digital Experience Review