This sprint focused on designing a mid-fidelity prototype for the client report selection interface.
Due to time constraints, we were unable to conduct user testing. To compensate, we built our prototype using industry standard heuristic guidelines.
The design was swiftly approved by our product owner, authorizing the team to begin a high-fidelity iteration.
In my final sprint as an intern, I devised the information architecture of the combined report. To enhance stakeholder comprehension, I also created sample report visualizations.
Concurrently, the rest of the team worked on advancing the client selection interface to high-fidelity.
Total vs. Protected Monthly Expenses
Represent projected future monthly totals of retirement expenses.
Represent a percentage of future expenses that must be protected by guaranteed income.
Annuity Add-on Living Benefit
In a flat or down market, the investment value grows annually by a designated fixed rate.
In a rising market, the investment value locks in gains to grow annually beyond the fixed rate.
The high-fidelity iteration for Step 4 received strong approval from both advisors and clients. Stakeholders also praised the consistency of the report architecture.
Overall, this step boosts client engagement and effectively concludes their journey through the tool.
Subsequent sprints after my internship ended focused on completing report content and preparing for final launch.
