The challenge
Pension and investment products are inherently complex and often feel inaccessible. The goal was to design an experience that was genuinely friendly and reliable, one that made users feel in control of their financial future, not intimidated by it.
Process
01 · Extreme persona & customer journey
We created an extreme persona using prior user research and mapped the ideal customer journey. This approach let us cover all user types and accelerate delivery of the design concept.
02 · Value proposition workshop
Ran a workshop to align the team on the core value proposition before moving into flows and screens.
03 · Defining the MVP
With developers and product owners, we ran an MVP prioritization workshop, measuring business value, development effort, and user value for each feature to define scope.
04 · User flow
After prioritization, we defined the user flow for the MVP, mapping every step from entry to completion.
Results
Here are some screens from the MVP.
