A leading financial services firm needed a portal to help clients navigate a new product.
COLLABORATOR
J.P. Morgan Asset Management
SKILLS
User Journeys, Process Flows, User Research, Wireframing, Prototyping
Team
Jess Lewis, Philip Spradley, Dave Piening, Sheryar Ali
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New legislation was passed that allowed financial services providers to develop an entirely new suite of products, a combination of annuity and mutual fund, aimed at an underserved population.
So, we created the portal that this specific subgroup of nearly-retirees use to decide whether SmartSpending+ was right for them.
What we made together:
How we did it:
1.
Working sessions. Competitive analysis.
A competitive analysis told us about competitors’ offerings and how they’re presented.
2.
Whiteboarding. Brainstorming. Process flows.
Wielding Expo markers, UX design got to work to hone in on a modular, buildable flow that could adapt across the myriad edge cases that different retirement providers presented.
3.
Sketching. Wireframes. Revision.
After firming up a flow, I set about to create initial interface pattern concepts. After a few iterations, the visual designer and I took to collaboratively sketching (across zoom) to hone in on a direction we were both passionate about.
Usability research. Revisions.
We conducted two rounds of research with retirees within our specific target segment. Each round provided precious insights that redirected our designs.
I worked closely with our research lead to define a data collection structure (below) that we could use to gather in-interview notes and gain stakeholder alignment during daily debriefs. This kept a large team focused on our collective vision.
4.
Delivery.
We delivered a high fidelity mockup with motion graphics animations that allowed the client to create promotional videos to shop this new product around to retirement providers as well as start to form a development backlog.
5.
Proactively identifying possible issues or sticking points for the larger team allows core teammates to work together, finding specific strategic devices to circumvent issues.
Too many cooks? Create workshop-esque processes, like an engaging data collection form, that can serve as a focal point of discussion and alignment.
A propensity to obsess about copy? Have core team meetings to define the appropriate fidelity for the project stage and have smaller reviews to establish stakeholder buy-in.