New Retirement

Onboarding and Coach section re-design. How might we tailor the NewRetirement platform to be more accessible to a younger audience?

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New Retirement platform with decorative bubbles

Devices

Desktop/Web

Role

Designer (Individual Project)

Timeline

5 Weeks

Skills

UX Research, User Interviews, Prototyping, UX Design

NewRetirement is a financial planning platform that gives anyone the ability to discover, create and manage personalized paths to a secure future. They specialize in retirement planning and have an audience of primarily 50+, wealthy users.

The Prompt

Identify a way that NewRetirement can make their platform more appealing to a younger audience, while staying true to its core brand and values.

My Role

This client provided me with 5 weeks to iterate, conceptualize, and prototype an approach to their prompt.

Solution

A re-designed coach section and additional onboarding questions to make NewRetirement more personalized and accessible for a younger audience.

New Retirement’s mission is to help users make the most of their money and time.
20-somethings have the most time to get started with retirement planning, and need the guidance when it comes to financial planning.

“I think this concept is great. NewRetirement
is all about customization and we want to be
accessible to all audiences. This would help
us understand our users better and create a
more tailored experience for them."
- Stephen Chen, NewRetirement CEO

Want to learn more about this project?

View my process deck for a full rundown of all the details, research and outcomes.

View Process Deck

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