UX Direction & Wireframes
UI Design Direction
Initial Rapid Prototyping
JS / HTML / CSS App Dev.
Create a standalone, innovative new take on a retirement planning app that:
is exploratory in nature; allow users to explore how small financial changes today can have massive impacts to their retirement "picture"
empower's people to discover the consequences/benefits of some key retirement decisions with simple interactions and clear data visualizations
Product KPI's: Increase Retirement Plan Contributions, Increase Retirement Planning Engagement (QAU - Quarterly Active Users), Positive Feedback from Qualitative Research
This product is currently released and replaced flagship retirement systems of AonHewitt, Vanguard, Morningstar Inc., and possibly others.
Some users who were close to retirement even reconsidered their plan to retire early to save more.
Overall, the product was deemed a success and was a factor in HelloWallet being acquired by Morningstar, Inc.
Shortly after I left HelloWallet, Retirement Explorer won Best in Show at Finovate Fall 2015 - the main annual FinTech conference. link
Ultimately, user testing showed that the optimization feature was seen as just another calculator. Users wanted to learn more about what the optimizer was suggesting, and wanted to have more control.
After many talks with key stakeholders, I was given the go ahead to provide a more visual playground – something that was more “interactively educating”.
After more User Testing validated the new, more interactive experience...I lead the UXD Team (User Experience/Design Team) in developing revised wireframes, and a more polished UI.
Demo at Finovate 2015
I left HelloWallet to pursue other opportunities in May 2015–one year after we were acquired by Morningstar. Shortly after I left, HelloWallet demoed Retirement Explorer at the Finovate financial technology conference, winning Best in Show 2015. Below is a video of the demo that was performed by the product manager that took over the product after I left. The ideas expressed were some of the design principles and goals that I created designing, testing, and iterating on the product when it was in development.