Creating a concept for retirement planning
Working with our sister company Buck Consultants, our UX team worked on a simple and clean concept for a retirement planning tool. We created 6 step process for the user to enter specific data needed to get a complete financial picture so the tool could provide a vision into possible shortfalls. The tool provided help content and video tutorials. The concept was then iterated on and turned into a HSA calculator used today by several of Buck's clients.