Project Description

Study Type: Remote & Moderated

Device: Desktop

Industry: Financial

Project Description

Three consecutive rounds of user research studies were conducted on the member portal section of the site to improve user research of common user tasks. User feedback was implemented and re-tested for an optimal user experience.

Key Insights

• Participants expect having summary of their account information at a glance
• Participants prefer to see only relevant and necessary information on a given page or within a navigation menu
• Customers need step-by-step guidance for more complicated tasks such as managing their investments