Shreyashi Chauhan

Retirement Guide

Building an easy, engaging & data-informed retirement planning tool for American citizens.

This project was conducted under a Non-Disclosure Agreement, necessitating the modification of client specifics and essential terminology to preserve confidentiality.

In my role as a UX Designer for the project, I contributed to brainstorming and developing several key flows, while also engaging in communication with the on-site Subject Matter Experts (SMEs). These SMEs then showcased our designs to the on-site clients and provided feedback and testing outcomes.

Client

US Based Finance firm

Timeline

Aug - Dec 2022

Services

UI/UX Design

Team

4 Designers

Problem

Client approached our team with the problem of not having detailed information about who their investors are in the defined contribution space. This is primarily due to the trading and operational mechanisms of Target Date Funds (TDFs) in the United States.

solution

The Applied Design team conducted an extensive market research along with the client, we started out with 14 concepts, decided to create a Retirement guidance portal for plan participants.

Result

70% of end users say they see themselves using this retirement guidance tool over other tools.

LOOKING BACK AT THE JOURNEY

LEARNING

User-Centric Design: Developed a keen understanding of prioritising user needs and preferences to enhance satisfaction and engagement, emphasising a user-first approach in the design process.
Iterative Testing: Gained proficiency in identifying and addressing pain points through iterative testing, highlighting the value of continual feedback and refinement.
Stakeholder Communication: Improved skills in effective communication with stakeholders, gaining valuable insights and feedback that shaped the project's design and functionality.
Responsive Design: Mastered the creation of seamless functionality across desktop and mobile platforms, ensuring a consistent and accessible user experience.
Clear Communication: Learned to simplify language and reduce jargon, making complex financial topics more understandable for users and building trust in the tool.

User-Centric Design: Developed a keen understanding of prioritising user needs and preferences to enhance satisfaction and engagement, emphasising a user-first approach in the design process.
Iterative Testing: Gained proficiency in identifying and addressing pain points through iterative testing, highlighting the value of continual feedback and refinement.
Stakeholder Communication: Improved skills in effective communication with stakeholders, gaining valuable insights and feedback that shaped the project's design and functionality.
Responsive Design: Mastered the creation of seamless functionality across desktop and mobile platforms, ensuring a consistent and accessible user experience.
Clear Communication: Learned to simplify language and reduce jargon, making complex financial topics more understandable for users and building trust in the tool.

REFLECTION

User Feedback: Positive feedback underscored the importance of designing intuitive, interactive elements, reinforcing the value of user-centred design.
Detail Adjustments: Recognised the necessity of providing clear instructions for complex inputs to enhance user comprehension.
Labelling and Instructions: Clear labels and instructions were identified as crucial for significantly improving the user experience and preventing confusion.
User Preferences: Adapting to user preferences demonstrated how to make tools more intuitive and user-friendly.
Comprehensive Planning: The success of the project highlighted the importance of thorough planning and goal-setting, ensuring objectives were met efficiently.

User Feedback: Positive feedback underscored the importance of designing intuitive, interactive elements, reinforcing the value of user-centred design.
Detail Adjustments: Recognised the necessity of providing clear instructions for complex inputs to enhance user comprehension.
Labelling and Instructions: Clear labels and instructions were identified as crucial for significantly improving the user experience and preventing confusion.
User Preferences: Adapting to user preferences demonstrated how to make tools more intuitive and user-friendly.
Comprehensive Planning: The success of the project highlighted the importance of thorough planning and goal-setting, ensuring objectives were met efficiently.

User Feedback: Positive feedback underscored the importance of designing intuitive, interactive elements, reinforcing the value of user-centred design.
Detail Adjustments: Recognised the necessity of providing clear instructions for complex inputs to enhance user comprehension.
Labelling and Instructions: Clear labels and instructions were identified as crucial for significantly improving the user experience and preventing confusion.
User Preferences: Adapting to user preferences demonstrated how to make tools more intuitive and user-friendly.
Comprehensive Planning: The success of the project highlighted the importance of thorough planning and goal-setting, ensuring objectives were met efficiently.