Reimagining Employee Benefits with Vanguard

OVERVIEW —

While working at Deloitte Digital, I was placed on a project with Vanguard. Vanguard is a mutual fund and ETF brokerage service. We were contracted to analyze the process of onboarding new clients and create an proposal for an updated design.

CHALLENGE —

Vanguard aimed to simplify the process of helping clients effortlessly save for the future. Our challenge was to design a seamless experience that empowered users to create a clear, actionable plan for achieving Financial Wellness.

MY ROLE —

As one of two UX Designers on the team, I collaborated closely with UI Designers, the Design Lead, and Project Managers to ensure a cohesive user experience across Kula.

PHASE ONE: IDENTIFY PROBLEM

User Flow Evaluation

As a team of UX Designers, we started by identifying the current user flow. We then created a Miro board to organize and map out all the information presented to users as they navigate through the financial planning process.

PHASE TWO: AN UPDATED EXPERIENCE

Wireflows

We followed this process by creating two new experiences after several ideation sessions with the product team. These are two options we created for the client to choose from.

Cross-functional Collaboration

After we identified the problem with the current user experience, we had an on-site to create a clear plan in moving forward with the project. This was a great way to move outside of zoom and collaboratively work together.

PHASE THREE:  NEW DESIGN

Low Fidelity

Once the team selected the direction of the designs, we created low-fidelity mocks of their choice. We added minimal interaction design so that the structure would be the main focus but the team could understand the direction the site was moving towards.

Mid Fidelity

After receiving feedback from the client on the low-fidelity screens, we refined the designs and prepared them to be passed onto the UI Designers.