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Step 3: Proposed Gap Solution
Sprint Duration: 3–6
Step 3: Proposed Gap Solution
Sprint Duration: 3–6
Step 3: Proposed Gap Solution
Sprint Duration: 3–6
Product Milestone Synopsis
Product Milestone Synopsis
Examining annuities as a way to bridge client income gaps
Examining annuities as a way to bridge client income gaps
In Step 3, the goal was to position annuities as a strategic solution to address the client's previously established income gap.
We crafted an experience that gives advisors the ability to shift between various annuity configurations and educate clients on the differences between them.
Product Milestone Synopsis
Examining annuities as a way to bridge client income gaps
In Step 3, the goal was to position annuities as a strategic solution to address the client's previously established income gap.
We crafted an experience that gives advisors the ability to shift between various annuity configurations and educate clients on the differences between them.
Sprints 3-4
Sprints 3-4
Sprints 3-4
Optimizing user flows and conducting A/B testing to determine layout
Optimizing user flows and conducting A/B testing to determine layout
Optimizing user flows and conducting A/B testing to determine layout
Initial efforts focused on mapping flows that enabled optimal configuration of Jackson annuities. This included adjustments to risk profiles and market return scenarios.
Before creating a mid-fidelity prototype from these flows, we conducted A/B testing to establish an optimal layout.
Ultimately, we selected Layout B (depicted below) because users favored simplicity over content visibility.
Initial efforts focused on mapping flows that enabled optimal configuration of Jackson annuities. This included adjustments to risk profiles and market return scenarios.
Before creating a mid-fidelity prototype from these flows, we conducted A/B testing to establish an optimal layout.
Ultimately, we selected Layout B (depicted below) because users favored simplicity over content visibility.
Layout A
Layout A
Layout A
Client Feedback
Less text enables more prominent visual aids, making content easier to grasp
Not all details about investment amounts are immediately visible
Advisor Feedback
Content is displayed in a more linear order, making information easier to convey
The investment cost updates based on the risk profile selected, increasing engagement
Layout B
Layout B
Client Feedback
Client Feedback
Able to compare the investment costs associated with each risk profile at a glance
Able to compare the investment costs associated with each risk profile at a glance
More content leads to information overload, making it difficult to grasp key details
More content leads to information overload, making it difficult to grasp key details
Advisor Feedback
Advisor Feedback
A static three-column layout is overwhelming for presenting complex financial concepts
A static three-column layout is overwhelming for presenting complex financial concepts
Redundant information in each column prolongs the presentation's overall duration
Redundant information in each column prolongs the presentation's overall duration
Client Feedback
Less text enables more prominent visual aids, making content easier to grasp
Not all details about investment amounts are immediately visible
Advisor Feedback
Content is displayed in a more linear order, making information easier to convey
The investment cost updates based on the risk profile selected, increasing engagement
Layout B
Sprints 5-6
Sprints 5-6
Sprints 5-6
Further refining the mid-fidelity prototype
Further refining the mid-fidelity prototype
Further refining the mid-fidelity prototype
Later sprints concentrated on enhancing visual aids and content in the mid-fidelity prototype based on feedback.
After making these improvements, our product owner approved the transition to a high-fidelity iteration.
Later sprints concentrated on enhancing visual aids and content in the mid-fidelity prototype based on feedback.
After making these improvements, our product owner approved the transition to a high-fidelity iteration.
Show testing feedback
Show testing feedback
⚖️
⚖️
Risk Profile Visualization
Risk Profile Visualization
Risk Profile Visualization
Incorporating visualizations to represent percentage allocations within each annuity risk profile enhances visual appeal and improves client understanding.
Incorporating visualizations to represent percentage allocations within each annuity risk profile enhances visual appeal and improves client understanding.
🔏
🔏
Add-on Living Benefit Description
Add-on Living Benefit Description
Add-on Living Benefit Description
Revising the description for the annuity Add-on Living Benefit provides advisors with a clearer talking point to highlight its advantages to clients.
Revising the description for the annuity Add-on Living Benefit provides advisors with a clearer talking point to highlight its advantages to clients.
Final Design & Impact
Final Design & Impact
Final Design & Impact
An intuitive step that gives clients control over their investment decisions
An intuitive step that gives clients control over their investment decisions
An intuitive step that gives clients control over their investment decisions
The high-fidelity iteration for Step 3 was met with great enthusiasm from the target audience.
Advisors found the interface easy to navigate, while clients demonstrated strong understanding of content.
Overall, the interface continues the task flow introduced in the previous step—enabling advisors to foster a sense of control and empowerment among their clients.
The high-fidelity iteration for Step 3 was met with great enthusiasm from the target audience.
Advisors found the interface easy to navigate, while clients demonstrated strong understanding of content.
Overall, the interface continues the task flow introduced in the previous step—enabling advisors to foster a sense of control and empowerment among their clients.
Overlay task flow
Show other responsibilities
Overlay task flow
Show other responsibilities
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.