Redesigning Retirement: A Pension App People Trust

Overview

The one where I redesigned a B2C dashboard, to explore innovative ways to present financial data, that led to increase of user engagement & retention

Increase engagement

Increase adoption

& connection of open banking accounts

Design new features

that drive user value

Phase 01

Discovery
& Research

The project kicked off with me, setting up and running co-creation workshop to understand the user and business motivations, what datapoints are available to us, and get a good picture of the roadmap ahead

AuditUser Research

Phase 02

Agile
Iteration

After that, the worked in agile sprints, taking on each epic from early concept, validating the idea with users within days, playing back the findings, and creating high fidelity documentation

Agile developmentConceptsUser testingRapid Iteration

Phase 03

Documenting
& Annotations

At the end of each sprint, it was very critical the work was documented to the smallest detail. The work was highly complex and technical, so to achieve accuracy I paired with investment, finance, pension experts. I validated each design decision, data point, to make sure every possible scenario has been acccounted for in the designs.

Technical documentationFocus on detail

Process

Collaboration & co-creation

Through co-creation workshops and close collaboration around specific modeller data points, I worked to update their product and roadmap for their flagship product fund, Mercer master trust.

Customer-centric approach

Taking each feature from concepts to delivery, I championed a customer-centric approach of quick prototype iteration, to drive financial literacy and increase engagement across the app, and encourage greater open banking connections

Defining how user navigates through the app

To do this, I mapped users' jobs to be done and proposed an AI that didnt separate everyday finance from pension planning, but connected financial behaviours through what I called 'little moments'

Mapping components and datapoints

Knowing how the designs connected to underlying data was crucial. To do this, I worked closely with the client team, to fully coordinate the backend database schema with page components. My role was to define acceptance criteria and consider all possible edge cases

Mapping components and datapoints

The outcome

In collaboration with our fintech development partners, and retirement calculation API provider, I delivered a next-gen design for the finance well being app, and delivered highly adaptable and scalable dashboard that not only met the client's demands but also fulfilled the technical requirements of our development partner.

Throughout the process, close collaboration with the visual designer allowed us to rigorously test and meticulously document each screen for future project development.