Art Director | Graphic Designer | UX

Category pages

Category pages

Rethinking the big goals users have

 

The challenge

Learning what users want and delivering it to them in the easiest way possible

 

The process

Analyzing user experiences across the site, we learned that most users were focused on three large categories of products

  • Retirement

  • Investing

  • Saving and Spending

Learning this, our objecting was to develop three experiences that showcase products related to these goals.

 

Solution

Develop three types of templates to test which experiences are most optimal

Monitor user behavior and optimize

 

Bringing out learning

One of the major pieces of feedback heard in pre-market user testing was users wanted to learn more about how to start investing. So we elevated our learning content to give them a different path.

 

Results

Collaborating with business partners and teams across the site to help develop new templates for the site

Contributed to a 5% lift in account opening across the site

High lifts in new money and prospect conversion