Navy Federal Digital Investor

Deliverable: UX Design & Copy

In 2019 Navy Federal Financial Group (NFFG) wanted to launch a new investing platform for members. The platform would have two vertices, self-directed investing and automated investing. 

This project took over 2 years to complete and involved multiple stakeholders, compliance and third parties. The goal was to provide our members with an intuitive and trusting platform to buy, sell and track their investments.

 

What I Did

  • Prioritize requirements

  • Created Content

    • Onboarding flow

    • Member Profile

    • Errors

    • FAQs 

    • Landing Page

  • User Testing 

  • UX Design and copy quality analysis and determined tracking using ASANA 

Wireframes & User Testing 

I was brought onto the project after the first iteration of wires were created and the team had started in-depth-interviews (IDIs) with members. Early on it was apparent that members had a hard time grasping the content provided by the third party services contracted to build the platform. I had to find a way to make the information accessible and comfortable for our members. 

I went to work on creating content for the landing page and making sure we had FAQs available for members who might be overwhelmed by financial jargon. 

Visual Design & Quality Analysis

Once our wireframes and copy were validated by user testing, we moved to the visual design phase. 

After visual design mocks were created we had to hand them over to the third party company to build out the platform using our specifications. To ensure the quality of the platform was to our standards, I came up with a quality analysis roadmap and guidelines for tracking. I passed along the guidelines to my team, stakeholders and the third party. We used Zeplin and test accounts to look at the development site, then ASANA to track any bugs or inconsistencies we found on the way.  Each ticket would include a screenshot of the issue, a link to the correct treatment in zeplin and a short description. If there were multiple issues on a page, we would combine them into one ticket and break it down depending on the developer’s needs. This proved to be very successful.