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M&G

Role

Lead product designer

Duration

1 month

Tools

Figma

Team

Accenture song

Role

I led the development and implementation of a consolidated investment and advisory solution. I defined a clear vision, assembled and led a cross-functional team, and maintained stakeholder engagement to ensure alignment with organisational goals. I conducted needs assessments, collaborated with IT to understand what was visible from a development perspective. I also organised training sessions to ensure smooth adoption and ongoing support. This project enhanced client experience, improved operational efficiency, and ensured regulatory compliance.

About

M&G boasts a rich heritage of historical firsts, reflecting our commitment to innovation and customer-centric solutions. M&G pioneers in launching the UK’s first mutual fund and providing essential insurance products for the working class, including infantile insurance. This legacy of seeking new, smarter ways to help our customers save and invest is deeply embedded in our DNA

Challenges

Intuitive Issue Selection

Craft a user-friendly interface for seamless selection of user & advisor issues, allowing users to easily interact with their advisors faster and better.

Gamified impact

Introduce gamification to measure user impact, offering users achievements and feedback on how their involvement drives positive change.

Mobile-First Design

Implement a mobile-first approach across all features, ensuring seamless experience and functionality on smartphones

Gamified impact

Introduce gamification to measure user impact, offering users achievements and feedback on how their involvement drives positive change.

Inclusive Interaction

Ensure a seamless in interaction between the users platform and the advisory platform

Gamified impact

Introduce gamification to measure user impact, offering users achievements and feedback on how their involvement drives positive change.

Solution

📋 Research

To ensure we met all stakeholders' needs, my initial task was to have the team identify our users and stakeholders, along with their pain points. We organised a workshop specifically designed to pinpoint stakeholders and understand their challenges.

💥 Pain points

Following the workshop, I proceeded to compile all the pain points from both the users and the stakeholders.

UI exploration

Informed by our comprehensive research and aligned with M&G vision, we curated a mood-board featuring four distinct styles. These styles were categorised as follows: Modern and Clean, Serious and Professional and Bold & Colourful.

Wireframe

UI Design

Components

Website

Mobile

Takeaways

⭐️ Develop Design Craft

Working on the M&G advisory solution provided valuable insights into the importance of user-centric design. Prioritising user needs and feedback was crucial in creating an intuitive and effective platform. I learned the significance of seamless integration and maintaining consistency in UI/UX to enhance user experience and reduce complexity.

Security was another key learning area, emphasising the need for robust measures like biometric login and two-factor authentication to protect user data. Efficient data management proved essential in minimising errors and ensuring reliable advisory services.

Designing with scalability in mind taught me the importance of future-proofing the solution to accommodate growth and technological advancements. Clear communication through real-time notifications and alerts was vital for keeping users informed and engaged.

Streamlining workflows increased efficiency, while comprehensive training and support ensured effective utilisation of the platform. Establishing a continuous feedback loop was instrumental in making ongoing improvements and addressing emerging issues.

Overall, these experiences underscored the value of a user-focused, secure, and flexible design approach in developing successful investment advisory solutions.