Edelman Financial Engines
Income Beyond Retirement
Our existing users enrolled in Edelman Financial Engines investment strategy focused on providing retirement income. After the users retire, this enrollment estimates how much they can spend in retirement and additional options for changing your investment plan.
I worked on UX and UI deliverables and participated in user research and user testing. The project took five months, including planning, design, and development.
Project Scope
Research
I coordinated with our consumer insights team and product manager to evaluate all of the information from our existing web experience. And we segmented the valid details displayed on the mobile app and ensured they matched users' needs.
Wireframe & User Testing
I created interactive prototypes for IBR overview screen and view detail screen, and each one has three versions. I collaborated with the consumer insights team for user testing. We created the scenario of multiple tasks.
We tested 20 people on UserTesting.com:
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Age: 55-64
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Gender: Female, Male
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Income: $20,000 - $200,000
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Countries: United States
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Device: Smartphone, Smartphone (unconfirmed)
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Operating system: iOS and Android
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Web expertise: Advanced, Average
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Employment status: Employed full-time (30 or more hours per week)
IBR Overview: When the users log in Fin Engines App, and they’ll land on this screen.
Here is the result of how clear the information presented on Overview is.
Plan Details: Once the users click on View Details, they can see all of the plan details.
Here is the result of how clear the information presented on Plan Details is.
Final Deliverables
