Showcase : Product Strategy & Design
Platform Agnostic Financial Hub
Problem Statement
An established financial services firm serving retirees and plan administrators discovered their aging digital platform was becoming a barrier to serving their core demographic effectively. The outdated system couldn't adapt to varying levels of digital comfort, failed to support family involvement in financial decisions, and lacked the flexibility needed for white-label partnerships with employee benefits firms and advisory services. As their client base aged and families became more involved in financial oversight, the platform's limitations threatened both user satisfaction and business growth.
How this relates to your needs
Every organization serving older adults faces the challenge of modernizing digital experiences while respecting diverse comfort levels and complex family dynamics. Whether you're updating legacy care platforms, building new services that need to work for both primary users and their adult children, or creating white-label solutions for healthcare partners, the fundamental challenge is the same: how do you create technology that adapts to varying abilities while supporting the multi-generational decision-making that characterizes this market?
The methodology I used here addresses the unique complexity of designing for ecosystems where primary users, family advocates, and professional intermediaries all need different levels of access and functionality. This approach ensures your platform transformation strengthens rather than disrupts the trust relationships that are essential when serving older adults—while building the scalability and partnership capabilities needed for sustainable growth in an increasingly interconnected care landscape.
Persona Segmentation & Definition
Persona modeling enables us to design intelligent, adaptive experiences that dynamically respond to each user's comfort level, family involvement, and service requirements—ensuring your product serves everyone from independent tech-savvy users to those who need family support, while adapting as their needs change over time.
Design Thinking workshops with leadership and SMEs across the firm's business units.
Design Thinking workshops with leadership and SMEs across the firm's business units.
Design Thinking workshops with leadership and SMEs across the firm's business units.
Design Thinking workshops with leadership and SMEs across the firm's business units.