As the founding designer, I reimagined our platform's Investment Elections flow to empower participants to tailor investments and retire confidently.

Key Objectives:

1. Facilitate personalized strategies

2. Enhance option understanding

3. Boost retirement planning confidence

4. Provide clear allocation visualization

Leveraging user-centered design and advanced data visualization, I transformed complex financial decisions into intuitive, actionable steps. This redesign aimed to demystify the investment process, enabling users to control their financial future with confidence.

Problem

The current 'Investment Elections' platform faces several challenges:

• Outdated and unengaging user interface

• Navigation difficulties

• Unclear fund details and allocations

Participants struggle to efficiently understand, visualize, and manage their investment allocations.

Hypothesis

By redesigning the 'Investment Elections' platform with:

1. A modern, user-friendly interface

2. Enhanced fund details

3. Dynamic data visualization tools

We expect to achieve:

• Increased user engagement

• Improved user satisfaction

• More informed decision-making by participants

Project Goals

Over the next 6 months:

1. Increase active quarterly investment adjustments by 25%

2. Boost investment portfolio diversification by 15%

3. Maintain or improve current user satisfaction levels

My Role

As the sole designer on the team, I led the entire redesign process from research to implementation:

• Translated research into user flows and high-fidelity prototypes

• Iteratively refined designs based on user feedback

• Aligned solutions with business goals alongside Product Manager

• Ensured accurate implementation through developer collaboration

• Presented to stakeholders, advocating for user-centered principles

Throughout, I balanced user needs, business objectives, and technical constraints to deliver a cohesive design solution.