Wireframes & User Flows for Investment Services Client
Interactive website apps helped drive better retirement outcomes.
Through an iterative, incremental Agile development process, I participated in helped a leading investment services client plan, build, test and launch a suite of online financial planning tools, including "Income Strategy Evaluator" and "Income Simulator" applications.
Our agency's digital agency team collaborated closely with the client's in-house UX team. I was asked to help address issues that emerged during interactive prototype testing. As new, previously unplanned-for scenarios surfaced, I designed additional user flows and wireframes to accommodate them.
These exciting new tools filled a competitive gap, and are now being used by millions of investors to facilitate financial planning and help drive better retirement outcomes.
Note: These tools were designed for use by both company representatives and customers. The user interface varies based on the user's profile.
Income Strategy Evaluator: Funds still available for investment when saving strategy
Income Strategy Evaluator: Modal window prompting investment of available funds
Income Strategy Evaluator: Panel showing surplus funds and investment options
Income Strategy Evaluator: Editing an investment
Income Strategy Evaluator: Panel states with or without investment products selected
Income Strategy Evaluator: Modal window prompting re-allocation of funds
Income Strategy Evaluator: Panel summarizing the allocation of funds
Income Simulator: Rep view of report options
Income Simulator: Customer view of report options
