Streamlining CG’s Retirement Portfolios for a New Era
Recognizing the need to better engage mobile-first, younger users, we transformed Capital Group’s complex desktop retirement tools into a sleek, powerful mobile experience. The goal was to empower users with easy, on-the-go access to their portfolios, making retirement management feel approachable and effortless.
Date: Spring/Summer 2015
Client: Capital Group
Roles: Information Architect
Tools: Graffle, Axure, Photoshop
The Challenges
Desktop-Centric Complexity
The old retirement portfolio system was built for desktop, making it tough to use on mobile and frustrating for anyone trying to manage their accounts on the go.
New Mobile User Engagement
To compete in the booming investment app market, going mobile-first wasn’t optional, it was mission-critical. We had to create a seamless, engaging experience that hooked younger users on their phones.
The Process
Getting to the Root of Mobile Needs
To kick things off, I interviewed stakeholders and customers to understand what mobile users actually needed—and expected. I also reviewed the existing desktop experience to pinpoint which features and content made the cut for a mobile translation.
Mapping the Mobile Experience
Next, I built an annotated interface deck that laid out a clear, logical structure for the mobile portfolio and account flows. This became the go-to blueprint for creating an intuitive user journey.
Prototyping, Testing, and Tuning
I translated key flows into high-fidelity wireframes and ran live user testing to see how real people interacted with them, then refined the designs based on their feedback to create a smoother, more intuitive experience.
The Solution
A mobile-optimized retirement portfolio management system, opening a new portal for engagement.
Annotated UX Wireframes
High-Fidelity Prototypes
(link available)
The Results
Increased engagement from younger users and those who preferred mobile account management.
This project demonstrated the successful translation of a complex desktop system into a user-friendly mobile experience. By prioritizing research, strategic information architecture, and high-fidelity wireframing, the project opened a new channel of engagement and catered to the growing mobile-first user base.
