Financial Planning Product Design

Project Details

This financial services organization faced a difficult challenge in designing a retirement planning product that could educate clients about the relationships between retirement age, investment strategy and lifestyle in retirement. 

My role as UX Designer/Researcher and Web Application Director enabled me to craft the user experience based on interviews and usability testing, while also shaping the product functionality from a UI development perspective.


UX Design Process


1) Mental Map

Chris Strange UX Designs - Mental Map Financial Product


2) Wireframes

Chris Strange UX Designs - Financial Product Wireframe


3) Prototypes

Chris Strange UX Designs - Financial Product Prototypes


4) Usability Testing

Chris Strange UX Designs - Usability Test - Financial Product


Skills Used
Financial Services Organization
Project Link