Mobile Leap: Streamlining CG’s Retirement Portfolios for a New Era

Mobile Leap: Streamlining CG’s Retirement Portfolios for a New Era

Recognizing the need to expand user engagement, particularly with mobile-first younger demographics, we re-architected Capital Group’s intricate desktop retirement management tools into a powerful yet elegant mobile experience, empowering users with on-the-go portfolio access and interaction.

Date: Spring/Summer 2015 
Client: Capital Group 
Roles: Information Architect 
Tools: Graffle, Axure, Photoshop

The Challenges

Desktop-Centric Complexity
The existing retirement portfolio management system was designed for desktop, posing significant challenges for mobile adaptation.

New Mobile User Engagement
Business wanted to attract and engage younger users who primarily managed their accounts via mobile.

The Process

User and Stakeholder Research

Conducted stakeholder and customer research to understand mobile user needs and expectations.
Analyzed the desktop system to identify key features and content for mobile translation.

Information Architecture (IA) Design

Developed an annotated interface design deck, outlining the mobile portfolio and account structure.
This deck provided a blueprint for a logical and intuitive mobile user flow.

High-Fidelity Prototyping and User Testing

Designed high-fidelity wireframes to visualize the mobile UI and adapt desktop functionalities.
Conducted live user testing with prototypes to gather feedback and validate design decisions.
Refined wireframes based on user testing, ensuring a simplified and effective mobile experience.

The Solution

A mobile-optimized retirement portfolio management system, opening a new portal for engagement.

Annotated UX Wireframes

High-Fidelity Prototypes

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.