WealthLife
Financial Wellness & Education Platform
Roles
UX Design, Visual Design, Prototyping
Duration
Oct 2022 - Dec 2022
Tools
Figma, Mural, Powerpoint
Team
2 UX/UI Designers 2 Product Managers Client Team
Overview
ABC Solutions is a prominent player in the group insurance industry, and it ranks among the largest global mutual life insurance providers. The company is investigating potential financial wellness and education benefits for clients. In my role as a UX/UI designer for the team, I created and assisted with three scenario-based concepts that delved into the user's journey toward financial wellness.
As part of a small collaborative team of designers and consultants, we facilitated a workshop with the clients to gather design requirements and build our three persona scenarios. We prioritized each scenario’s strategies from experience maps and then used wireframing and visual design to create the story.
*Client name is white labeled.
The Problem
ABC Solutions is considering providing a new Financial Education and Wellness benefit to both current and potential clients. Our top priority is creating a digital product that stakeholders will want to use regularly to better their financial wellness. It's crucial to consider the connection between employers and employees, as well as clients and agents, and how we can best represent the user's experience.
Context
Process
When designing the financial wellness education and platform concepts, specific design outcomes were necessary:
Clear and concise scenario stories that highlight user and product goals
Future-state design concepts
New visual design branding
Final presentation and high-fidelity prototype for client to shop to internal representatives
Due to the limited engagement period of only 7 weeks, we faced design constraints that prevented us from conducting user interviews or usability testing. However, this time constraint also encouraged us to explore a wide range of design concepts in a short amount of time.
To begin our process, we gathered information from experience maps that were created from initial stakeholder interviews. We carefully analyzed and prioritized each user's actions, significant moments, and pain points from these maps in order to gain a deeper understanding of our key users. We wanted to know what factors influenced their decision-making and how we could help them achieve their financial wellness goals using our product. Following a workshop with our client, we established three different scenarios that were specifically focused on our key users and their needs.
Experience maps with user journeys and scenario exploration; prioritized moments that matter.
Workshop requirements gathering and finalizing user scenarios with client.
Key Users & Scenarios
The scenarios presented below depict a future state that aims to inspire users of the Financial Education and Wellness ecosystem. Their purpose is to serve as a guiding light for the program, showcase the desired capabilities, and bring the organization together around a clear destination. The scenarios are designed to initiate and facilitate discussions among different stakeholders.
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WealthLife introduces the Financial Education & Wellness suite; onboards an existing Relationship Manager client.
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Marcus wants to assess current employee financial wellness participation and define an approach that can lead to increased employee engagement.
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Monica learns about new financial education and wellness benefits, and how she can use them for her family’s financial security.
Scenario 2
Marcus wants to understand his employee’s financial education and wellness participation and define an approach that can lead to increased employee engagement.
Marcus
HR Manager, Western General
Theresa
Agent, WealthLife
User Goals
Marcus sees that credit card debt is a major stressor for his employees, and he decides to promote a credit card debt workshop through the employer dashboard.
Marcus tracks attendance and the percentage of employees who open Emergency Savings accounts or sign up to meet an agent.
Marcus uses the Financial Education and Wellness experience to view Emergency Savings data, employee enrollment, and participation.
Organized task flow for Scenario 2; High Value items are highlighted (yellow circles) representing key user goals.
Solution
The WealthLife Financial Education and Wellness offering extends the value of Group Benefits services with an integrated ecosystem of providers and capabilities for Employers and Employees to help improve financial outcomes, increase employee engagement, and provide more robust employment experiences.
By understanding the user needs I was able to conceptualize the experience through:
Data, KPI visualizations
Industry insights and recommendations for improvement
Push notifications that are action-oriented
Interactive reports to monitor employee progress
Ideation
Wireframes
I created screen sketches that illustrate the user's task flow, while carefully considering visual hierarchy, data visualization, and dashboard functionality.
While building my low fidelity wireframes, I worked closely with my team to keep our designs consistent and usable across digital platforms. This helped to ensure all design requirements were met and the user’s journeys were clear and ’s journeys were clear and concise throughout the screens.
Style Guide
Our team developed a style guide to serve as a starting point for our clients' branding. This guide proved valuable in maintaining visual consistency across all concept designs. With a collection of standardized components at our disposal, we were able to apply the visuals seamlessly across all screens, ultimately saving time.
Prototype with User Story and Annotations
Result
Working on both exploratory and functional concept designs was a valuable experience. We made sure to thoroughly understand the user case and scenarios, which allowed us to design financial education and wellness concepts that were easy to use and intuitive. As a result, we created a well-documented product that we were able to deliver to the client to present to their internal representatives.
The success of the engagement was credited to effectively navigating difficult circumstances. We were able to deliver highly effective UX/UI solutions despite having to work within a very tight 7-week timeline. Working with the client in a fast-paced environment necessitated a strict schedule, which we successfully adhered to in order to meet all design requirements.