During my first sprint as an intern, we created a mid-fidelity prototype enabling advisors to input protected client expenses and guaranteed income. The ensuing gap was illustrated with a "tree" metaphor.
After addressing areas of improvement through testing, our product owner authorized the development of a high-fidelity iteration using the project's style guide.
Introducing percentage sliders for protected expenses connects them to the previous step and enhances client understanding with clear visual aids.
Choosing the "bucket" metaphor over other options effectively conveys the concept of filling an income gap and eliminates the need for overlapping lines.
The high-fidelity iteration of Step 2 establishes a connection to the previous step and guides advisors and clients through a linear task flow.
The design reframes the dilemma of a retirement income gap into an actionable opportunity for clients, laying the groundwork for advisors to recommend investing in an annuity to fill it in Step 3.
