Project
Create a competitive edge in the marketplace by introducing a visually attractive story-telling and scenario-building app.
Recommendation
Select and edit a set of photos to tell a compelling story about the role of insurance in retirement planning. Enable insurance agents to be able to swipe through touch screens intuitively and engage their customers.
UX Components
Customer Journey Map
Wireframes
High-fidelity prototypes
Style Guide
Usability Testing
Requirements Documentation
Voya Retirement Journey iPad App
A modern tablet app to plan for retirement.
When ING became Voya Financial, the company needed to establish its place in the market with a new way to plan for retirement. I designed the Voya Retirement Journey tablet screens for insurance agents to use with clients: swipe through appealing visuals and simple tools to create retirement scenarios and options.
My role: UX Designer, working with subject matter experts, developers, and product management.
Goals
Create reusable components for inputs, charts, headlines
Incorporate a script view for agents to use to take them through the app
Balance speed and ease-of-use with useful and compelling data
Work with developers to understand and utilize iOS
Home screen
Large touch areas make the app easy to use, and Font Awesome icons make functions and navigation easy to recall.
Call to Action
After going through the story with their client, the insurance agent can hand the tablet to them and have them fill out an application and submit it. We utilized digital signature software, so that this is a closed-loop system. No printing, signing or faxing needed.
Professional Presentation Support
The agent view provides a script for them to use with their clients for a consistent and professional presentation. The script includes helpful notes on the context of the screen and how to present the information.
Colorful Donut Charts
Easy-to-understand charts are used to visually present key pieces of information to the client — utilizing a palette of branded colors. The row of icons at the bottom helps the agent recognize where they are in the presentation.
Summary
Turning complex financial information into a story took input from subject matter experts, insurance agents, marketing managers, and sales support. Many rounds of rapid iteration showed where content needed clarity or simplification. The development team was new to iOS, so I worked closely with them on platform-specific constraints. With an Agile team and strong product management, we made steady progress and launched on time and on budget to 2,100 financial advisors.
Next Case Study: Voya Redesign