At Optimal Workshop, we're dedicated to building the best user research platform to empower you with the tools to better understand your customers and create intuitive digital experiences. We're thrilled to announce some game-changing updates and new products that are on the horizon to help elevate the way you gather insights and keep customers at the heart of everything you do. 

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What’s new…

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Integration with Figma 🚀

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Last month, we joined forces with design powerhouse Figma to launch our integration. You can import images from Figma into Chalkmark (our click-testing tool) in just a few clicks, streamlining your workflows and getting insights to make decisions based on data not hunches and opinions.  

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What’s coming next…

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Session Replays 🧑‍💻

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With session replay you can focus on other tasks while Optimal Workshop automatically captures card sort sessions for you to watch in your own time.  Gain valuable insights into how participants engage and interpret a card sort without the hassle of running moderated sessions. The first iteration of session replays captures the study interactions, and will not include audio or face recording, but this is something we are exploring for future iterations. Session replays will be available in tree testing and click-testing later in 2024.  

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Reframer Transcripts 🔍

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Say goodbye to juggling note-taking and hello to more efficient ways of working with Transcripts! We're continuing to add more capability to Reframer, our qualitative research tool, to now include the importing of interview transcripts. Save time, reduce human errors and oversights by importing transcripts, tagging and analyzing observations all within Reframer. We’re committed to build on transcripts with video and audio transcription capability in the future,  we’ll keep you in the loop and when to expect those releases. 

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Prototype testing 🧪

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The team is fizzing to be working on a new Prototype testing product designed to expand your research methods and help test prototypes easily from the Optimal Workshop platform. Testing prototypes early and often is an important step in the design process, saving you time and money before you invest too heavily in the build. We are working with customers and on delivering the first iteration of this exciting new product. Stay tuned for Prototypes coming in the second quarter of 2024.   

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Workspaces 🎉

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Making Optimal Workshop easier for large organizations to manage teams and collaborate more effectively on projects is a big focus for 2024. Workspaces are the first step towards empowering organizations to better manage multiple teams with projects. Projects will allow greater flexibility on who can see what, encouraging working in the open and collaboration alongside the ability to make projects private. The privacy feature is available on Enterprise plans.

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Questions upgrade❓

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Our survey product Questions is in for a glow up in 2024 💅. The team are enjoying working with customers, collecting and reviewing feedback on how to improve Questions and will be sharing more on this in the coming months. 

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Help us build a better Optimal Workshop

We are looking for new customers to join our research panel to help influence product development. From time to time, you’ll be invited to join us for interviews or surveys, and you’ll be rewarded for your time with a thank-you gift.  If you’d like to join the team, email product@optimalworkshop.com

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The user research landscape has evolved significantly in recent years, but not all platforms have adapted at the same pace. UserTesting for example, despite being one of the largest players in the market, still operates on legacy infrastructure with outdated pricing models that no longer meet the evolving needs of mature UX, design and product teams. More and more we see enterprises choosing platforms like Optimal, because we represent the next generation of user research and insight platforms:  ones that are purpose-built for modern teams that are prioritizing agility, insight quality, and value.

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What are the biggest differences between Optimal and UserTesting?

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Cost

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• ‍UserTesting is Expensive: UserTesting has very high per user fees annually plus additional session-based fees, creating unpredictable costs that escalate the more research your team does. This means that teams often face budget surprises when conducting longer studies or more frequent research.‍
• Optimal has Transparent Pricing: Optimal offers flat-rate pricing without per-seat fees or session units, enabling teams to scale research sustainbly. Our transparent pricing eliminates budget surprises and enables predictable research ops planning.

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Return on Investment

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• Justifying the Cost of UserTesting: UserTesting's high costs and complex pricing structure make it hard to prove the ROI, particularly for teams conducting frequent research or extended studies that trigger additional session fees.
• The Best Value in the Market: Optimal's straightforward pricing and comprehensive feature set deliver measurable ROI. We offer 90% of the features that UserTesting provides at 10% of the price.

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Technology Evolution

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• UserTesting is Struggling to Modernize: UserTesting's platform shows signs of aging infrastructure, with slower performance and difficulty integrating modern research methodologies. Their technology advancement has lagged behind industry innovation.
• Optimal is Purpose-Built for Modern Research: Optimal has invested heavily over the last few years in features for contemporary research needs, including AI-powered analysis and automation capabilities.

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UserZoom Integration Challenges

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• UserZoom Integration Challenges: UserTesting's acquisition of UserZoom has created platform challenges that continue to impact user experience. UserTesting customers report confusion navigating between legacy systems and inconsistent feature availability and quality.
• Built by Researchers for Researchers: Optimal has built from the ground up a single, cohesive platform without the complexity of merged acquisitions, ensuring consistent user experience and seamless workflow integration.

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Participant Panel Quality

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• Poor Quality, In-House Panel: UserTesting's massive scale has led to participant quality issues, with researchers reporting difficulty finding high-quality participants for specialized research needs and inconsistent participant engagement.
• Flexibility = Quality: Optimal prioritizes flexibility for our users, allowing our customers to bring their own participants for free or use our high-quality panels, with over 100+ million verified participants across 150+ countries who meet strict quality standards.

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Customer Support Experience

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• Impersonal, Enterprise Support: Users report that UserTesting's large organizational structure creates slower support cycles, outsourced customer service, and reduced responsiveness to individual customer needs.‍
• Agile, Personal Support: At Optimal we pride ourselves on our fast, human support with dedicated account management and direct access to product teams, ensuring fast and personalized support.

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The Future of User Research Platforms

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The future of user research platforms is here, and smart teams are re-evaluating their platform needs to reflect that future state. What was once a fragmented landscape of basic testing tools and legacy systems has evolved into one where comprehensive user insight platforms are now the preferred solution. Today's UX, product and design teams need platforms that have evolved to include:

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• Advanced Analytics: AI-powered analysis that transforms data into actionable insights
• Flexible Recruitment: Options for both BYO, panel and custom participant recruitment
• Transparent Pricing: Predictable costs that scale with your needs
• Responsive Development: Platforms that evolve based on user feedback and industry trends

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Platforms Need to Evolve for Modern Research Needs

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When selecting a vendor, teams need to choose a platform with the functionality that their teams need now but also one that will also grow with the needs of your team in the future. Scalable, adaptable platforms enable research teams to:

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• Scale Efficiently: Grow research activities without exponential cost increaeses
• Embrace Innovation: Integrate new research methodologies and analysis techniques as well as emerging tools like AI 
• Maintain Standards: Ensure consistent participant, data and tool quality as the platform evolves
• Stay Responsive: Adapt to changing business needs and market conditions

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The key is choosing a platform that continues to evolve rather than one constrained by outdated infrastructure and complex, legacy pricing models.

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Ready to see how leading brands including Lego, Netflix and Nike achieve better research outcomes? Experience how Optimal's platform delivers user insights that adapt to your team's growing needs.

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When it comes to financial services, user experience goes way beyond just making things easy to use. It’s about creating a seamless journey and establishing trust at every touchpoint. Think about it: as we rely more and more on digital banking and financial apps in our everyday lives, we need to feel absolutely confident that our personal information is safe and that the companies managing our money actually know what they're doing. Without that trust foundation, even the most competitive brands will struggle with customer adoption.

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Why Trust Matters More Than Ever

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The stakes are uniquely high in financial UX. Unlike other digital products where a poor experience might result in minor frustration, financial applications handle our life savings, investment portfolios, and sensitive personal data. A single misstep in design can trigger alarm bells for users, potentially leading to lost customers.

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Using UX Research to Measure and Build Trust

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Building high trust experiences requires deep insights into user perceptions, behaviors, and pain points. The best UX platforms can help financial companies spot trust issues and test whether their solutions actually work.

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Identify Trust Issues with Tree Testing

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Tree testing helps financial institutions understand how easily users can find critical information and features:

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• Test information architecture to ensure security features and privacy information are easily discoverable
• Identify confusing terminology that may undermine user confidence
• Compare findability metrics for trust-related content across different user segments

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Optimize for Trustworthy First Impressions with First-Click Testing

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First-click testing helps identify where users naturally look for visual symbols and cues that are associated with security:

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• Test where users instinctively look for security indicators like references to security certifications
• Compare the effectiveness of different visual trust symbols (locks, shields, badges)
• Identify the optimal placement for security messaging across key screens

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Map User Journeys with Card Sorting

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Card sorting helps brands understand how users organize concepts. Reducing confusion, helps your financial brand appear more trustworthy, quickly:

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• Use open card sorts to understand how users naturally categorize security and privacy features
• Identify terminology that resonates with users' perceptions around security

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Qualitative Insights Through Targeted Questions

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Gathering qualitative data through strategically placed questions allows financial institutions to collect rich, timely insights about how much their customers trust their brand:

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• Ask open ended questions about trust concerns at key moments in the testing process
• Gather specific feedback on security terminology understanding and recognition
• Capture emotional responses to different trust indicators

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What Makes a Financial Brand Look Trustworthy?

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Visual Consistency and Professional Polish

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When someone opens your financial app or website, they're making snap judgments about whether they can trust you with their money. It happens in milliseconds, and a lot of that decision comes down to how polished and consistent everything looks.Clean, consistent design sends that signal of stability and attention to detail that people expect when money's involved.

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To achieve this, develop and rigorously apply a solid design system across all digital touchpoints including fonts, colors, button styles, and spacing, it all needs to be consistent across every page and interaction. Even small inconsistencies can make people subconsciously lose confidence.

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Making Security Visible

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Unlike walking into a bank where you can see the vault and security cameras, digital security happens behind the scenes. Users can't see all the protection you've built in unless you make a point of showing them.

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Highlighting your security measures in ways that feel reassuring rather than overwhelming gives people that same sense of "my money is safe here" that they'd get from seeing a bank's physical security.

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From a design perspective, apply this thinking to elements like:

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• Real time login notifications
• Transaction verification steps
• Clear encryption indicators
• Transparent data usage explanations
• Session timeout warnings

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You can test the success of these design elements through preference testing, where you can compare different approaches to security visualization to determine which elements most effectively communicate trust without creating anxiety.

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Making Complex Language Simple

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Financial terminology is naturally complex, but your interface content doesn't have to be. Clear, straightforward language builds trust so it’s important to develop a content strategy that:

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• Explains unavoidable complex terms contextually
• Replaces jargon with plain language
• Provides proactive guidance before errors occur
• Uses positive, confident messaging around security features

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You can test your language and navigation elements by using tree testing to evaluate user understanding of different terminology, measuring success rates for finding information using different labeling options.

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Create an Ongoing Trust Measurement Program

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A user research platform enables financial institutions to implement ongoing trust measurement across the product lifecycle:

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Establish Trust Benchmarks

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Use UX research tools to establish baseline metrics for measuring user trust:

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• Findability scores for security features
• User reported confidence ratings
• Success rates for security related tasks
• Terminology comprehension levels

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Validate Design Updates

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Before implementing changes to critical elements, use quick tests to validate designs:

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• Compare current vs. proposed designs with prototype testing
• Measure findability improvements with tree testing
• Evaluate usability through first-click testing

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Monitor Trust Metrics Over Time

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Create a dashboard of trust metrics that can be tracked regularly:

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• Task success rates for security related activities
• Time-to-completion for verification processes
• Confidence ratings at key security touchpoints

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Cross-Functional Collaboration to Improve Trust

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While UX designers can significantly impact brand credibility, remember that trust is earned across the entire customer experience:

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• Product teams ensure feature promises align with actual capabilities
• Security teams translate complex security measures into user-friendly experiences
• Marketing ensures brand promises align with the actual user experience
• ‍Customer service supports customers when trust issues arise

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Trust as a Competitive Advantage

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In an industry where products and services can often seem interchangeable to consumers, trust becomes a powerful differentiator. By placing trust at the center of your design philosophy and using comprehensive user research to measure and improve trust metrics, you're not just improving user experience, you're creating a foundation for lasting customer relationships in an industry where loyalty is increasingly rare.

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The most successful financial institutions of the future won't necessarily be those with the most features or the slickest interfaces, but those that have earned and maintained user trust through thoughtful UX design built on a foundation of deep user research and continuous improvement.

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