Investors Group
Client Online Access
ROLE
UX Lead
INVOLVEMENT
Lead design sprints
Build prototypes
Manage usability testing
Overview
Client Account View (CAV) was created out of strategic direction given by the Board of Directors in 2002, and was rolled out in November 2005. The intent of CAV was to be an accommodation service for clients wanting an online alternative to access their investment accounts.
Since that time, the overall competitive landscape of financial online services has evolved significantly. This has resulted in higher client and prospect expectations regarding online financial services offerings, to include product consolidation, self serve options and tools to help them manage their overall financial wellbeing.
Challenge
Registration completion
Terminology clients would understand
Aligning with Investor’s Group evolving design system
Solution
In order to align with an evolving design system and test with users, the plan was to get ahead of the development sprints and start a series of design sprints.
To move this forward we leveraged an existing process called Google Design Sprints , which were lean one- week sprints packed with business strategy, competitive research, ideation, design thinking and testing
Sketch example: Login / Overview concept work
Sketch example: Preliminary screen flow for authenticated space
A focus on visible changes to differentiate between page levels
Sketch example: Account subsection concept
Insights
The design sprints were instrumental in moving the project forward at an accelerated pace. By the end of 8 weeks, the team had a fully functioning and tested prototype, design system inventory, UI key patterns, UX specification deck and usability insight reporting.
This put us in a great place to share our findings with key stakeholders and development team without slowing down the scheduled agile sprints.