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Step 2: Gap Analysis
Sprint Duration: 1–2
Step 2: Gap Analysis
Sprint Duration: 1–2
Step 2: Gap Analysis
Sprint Duration: 1–2
Product Milestone Synopsis
Product Milestone Synopsis
Creating a framework to visualize retirement income gaps
Creating a framework to visualize retirement income gaps
In Step 2, the aim was to help advisors guide their clients through understanding their retirement income gap.
To accomplish this, we created an interface that contextualizes the retirement expenses forecasted in Step 1, then illustrates the gap with a "bucket" metaphor.
Product Milestone Synopsis
Creating a framework to visualize retirement income gaps
In Step 2, the aim was to help advisors guide their clients through understanding their retirement income gap.
To accomplish this, we created an interface that contextualizes the retirement expenses forecasted in Step 1, then illustrates the gap with a "bucket" metaphor.
Sprints 1-2
Sprints 1-2
Sprints 1-2
Resolving user confusion by improving interactions and metaphors
Resolving user confusion by improving interactions and metaphors
Resolving user confusion by improving interactions and metaphors
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.
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.
🎚️
🎚️
Shifting to Percentage Sliders
Shifting to Percentage Sliders
Shifting to Percentage Sliders
Introducing percentage sliders for protected expenses connects them to the previous step and enhances client understanding with clear visual aids.
Introducing percentage sliders for protected expenses connects them to the previous step and enhances client understanding with clear visual aids.
💡
💡
Reimagining the Gap Metaphor
Reimagining the Gap Metaphor
Reimagining the Gap Metaphor
Choosing the "bucket" metaphor over other options effectively conveys the concept of filling an income gap and eliminates the need for any overlapping lines.
Choosing the "bucket" metaphor over other options effectively conveys the concept of filling an income gap and eliminates the need for any overlapping lines.
Final Design & Impact
Final Design & Impact
Final Design & Impact
An actionable foundation for a strategic investment
An actionable foundation for a strategic investment
An actionable foundation for a strategic investment
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.
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.
Overlay task flow
Overlay task flow
More Product Milestones
More Product Milestones
View the rest of the project's progression
More Product Milestones
View the rest of the project's progression
Get in touch with me 📤
Want to delve deeper into my work? Feel free to email me at jkersh07@gmail.com or message me on any other platform. I love meeting new people.
Designed & developed by Jacob Kersh © 2024.
Get in touch with me 📤
Want to delve deeper into my work? Feel free to email me at jkersh07@gmail.com or message me on any other platform. I love meeting new people.
Designed & developed by Jacob Kersh © 2024.
Get in touch with me 📤
Want to delve deeper into my work? Feel free to email me at jkersh07@gmail.com or message me on any other platform. I love meeting new people.
Designed & developed by Jacob Kersh © 2024.