Role, date:
Senior UX UI Consultant
March 2020 - 4 sprints
The outcome:
Successful launch
Modern scalable designs
Increased efficiency
Validated designs
The client
Challenger is a Sydney-based investment management company providing customers with financial security for retirement.
The goal
The goal was to to give our users access to an online platform without needing an advisor. Before this, the whole process was paper-based.
The process
2 Weeks sprint to develop a prototype to test.
The validated 3 page prototype was the output of the sprint. It was created collaboratively with the client and the customers.
Customers
The user base for this project consists of people between 55 - 65 years of age. The main requirements were transparency and accessibility. Solution needed to be easily understandable by people without any specific knowledge regarding investment.
Opportunities
To keep our customers on the page to prevent them from using a competitor’s tool and potentially moving their account(s).
To design an easy way to navigate and find relevant information.
Potential to improve the forms and follow industry best practices.
Provide educational content to keep customers empowered.
Choose investment option page
Confirm details page
Component library
As part of deliverables and developer hand-off I created a responsive component library in Figma. This allowed the team to continue validating the ideas.
