Transfer Funds
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Platform: Responsive Web Design
The benefits administration application consisted of managing 401(k) and retirement savings accounts. We enhanced the transfer funds feature to enable customers to quickly and easily manage and make transfer-related tasks on the application. |
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My Role
My role was a UX/UI designer for this project with the task of sketching some key screens, wire framing the structure and flows and creating the final UI designs.
The Challenge
Our users wanted fast and secure method of transferring funds and managing their funds in their retirement savings account. The challenge was to understand the users' context and deliver an experience that met their retirement needs. This was an internal application where employees can enroll and manage all of their benefits, including medical insurance, dental, vision and retirement savings accounts.
Competitive Analysis
I conducted some competitive analysis of existing applications for retirement savings accounts.
Tasks included:
Tasks included:
- T Rowe Price
- Fidelity Investments
- Vanguard
- Wells Fargo Retirement Services
