Guiding new investors to make informed choices

Helping new clients make more informed choices when starting their investment journey

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This is an ongoing project with Hargreaves Lansdown, so I'm unable to share the detail of our work and the outcomes, just yet. I can share that the project is part of HL’s broader initiative to equip HL clients with the required information they need to support users in making more effective investment decisions.

My involvement is to lead a team of Content writers, UX researchers, UI designers and Accessibility consultants. And as the Project Director I'm responsible for the successful delivery of the project, ensuring that the outputs meet the client's needs, provide an excellent user experience and is delivered within the budget available to the project.

So far, we have completed:

• Several rounds of stakeholder workshops with over 30 participants from within various roles in HL.
• Created process flows, decision trees, wireframes and prototypes
• Tested concepts and prototypes with participants new and familiar to investing

Our next stage of the project is to transition into a series of design sprints, in which we will be working rapidly through a prioritised backlog of activities in order to design a development ready experience that will integrate into the HL digital estate.

These design sprints will be followed by a further round of usability testing, using final hi-fidelity designs on mobile.

I look forward to sharing more on the project in 2023.