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MetLife Portfolio Management
The Business Problem:
Fund transfer capability was a paper-based process costing the company an overwhelming amount of money to manage.
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The User Needs:
Users were unable to see their funds' performance nor transfer funds online. These features were expected since most competitors in the marketplace offered these transactions to customers online.
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The Solution:
A responsive layout that provides customers the ability to manage their investment portfolio.
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My Role:
UX and Creative Lead. We worked in design sprints passing assets to Dev as completed. We conducted usability testing at the end of our sprints and made improvements in scheduled future releases.
Competitive Research, Requirements Gathering, User Stories, User Research, Wireframes, Prototypes, Interaction Design, Usability Testing, QA Testing, Management of Creative and Copywriting team.
Key Functionality
Compare Funds
Allows the customer to compare the performance of funds in their portfolio over a period of time.
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A flyout showing funds the user selected follows them down the page and appears upon select/unselect. This allows the customer to easily see their selections and make updates to their picklist. This feature is especially useful if the customer has a very long, scrolling list of funds and cannot see funds selected at the top of the page.
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Fund Performance Report
Displays the performance of funds the customer selected over set time periods. The customer can add or delete funds within this view, toggle date ranges and click data points on the line chart to view more details.
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Responsive Design
Each page was designed in tablet and phone views to ensure the best responsive experience across platforms.
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