Challenge

Statistically, many people are unprepared for retirement; Wellls Fargo wanted to use data to help their customers see where they stand and help them get where they need to be. This was an opportunity to move people to Wells Fargo products, but also for Wells Fargo to share helpful information and be a good financial adviser to their customers.

Solution

A tool featuring a complex algorithm made by statisticians to collect information from users and provide them with a personalized result, including a visual representation of where they are and need to go, and achievable, iterative steps to get there in a robust Action Plan.

What I did

Mapping inputs and lots of contextual information (e.g., roll-over definitions, tips) to a retirement savings road map and robust action plan; collaborating with UX on priority and experience, writing, editing, mapping content in a complex matrix.