The Life Goals project was a web app conceived in 2020, it was intended to present investment options for Premier/Private banking clients with a higher income bracket. The project entered a discovery phase from which analytics were drawn from across the business based on second mortgage holders and premier account customers who had assets or holders who may be interested in a personalized plan to help with future financial goals.
This project was a follow-on product to the life Advice investment quote and required a complete alignment mapping (Whiteboard sessions) with primary stakeholders. Direct to consumer flow charts detailing the high level objectives were put together, high level wireframes were ideated and presented. A third-party development agency in the US (Voyant) were contracted to for the delivery of staging (sandbox) for delivery.
Life Goals was a budget defined roadmap project, it went through three rounds of customer testing with Premier clients as the primary users. The first round was a high level wireframe which explored the art of possible, second was ideated from working directly with the development agency through which a staging link was provided and a specific login. This test defined the problem areas around the pre-developed templates and issues of user interaction, sign-up onboarding forms, progression and conditional loading, before the user could select their goals and move to the next stage.
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