JAWID ELYACY | USER EXPERIENCE DESIGN
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Transfer Funds

Platform: Responsive Web Design
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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:
  • T Rowe Price
  • Fidelity Investments
  • Vanguard
  • Wells Fargo Retirement Services

Initial UI Design and Wireframes

I created the structure of the standalone app to show user flows and layout of the key screens. 
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Person-to-Person Flow
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  • Home
  • UX/Visual Design
    • Request for Information
    • Mobile Check Deposit
    • Fast Track
    • Mobile onboarding App Design Concepts
    • Customer Profile Engagement
    • Erica AI Assistant
    • Mobile Wallet
    • Single Service Card Experience
    • SmartDrive
    • SEPTA Designs
    • Smart Services User Experience
    • Pet Adoption
  • Contact Me
  • About Me