Web App for Money for Life

Role: UX Designer (Solo)
Responsibilities: Mystery Shopper, Concept, Wireframes, Prototype, UI, UT

Sun Life’s customisable financial planning approach, Money for Life is defined by financial needs that you may encounter over a lifetime. In this project, I worked with the key Business Stakeholder to create a customised plan for the Sun Life product solutions at every life stage. On my own initiative, I did a mystery shopper to experience the purchase journey firsthand. I then used insights and business requirements to design the concept and create the prototypes from paper to high-fidelity. This was later designed into UI that was tested and developed.

OBJECTIVE
Create your own vision of what a brighter life is and make it a reality with proper financial planning.

You surely have your own vision of what a brighter life is. Now make it a reality with proper financial planning! Your Sun Life Financial Advisor can help develop a customized plan with the best product solutions for every life stage.

APPROACH AND PROJECT SPECIFICATIONS
Personality test:

• Age
• Life stage: what do you want to do
• Financial Priorities

EXPERTISE

• Information Architecture
• Visual Design
• Graphic Design for app launching

RESULTS
Increase sales

The final deliverable was completed, mobile app ready for the client’s development team to work with.