Canada Life - Group Customer
Previously: Great-West Life
Wealth Management, Investment, Insurance and Retirement
About Canada Life
Canada Life is an insurance company offering wealth and health insurance to businesses and customers.
Role
I joined Canada Life to lead and direct the design teams of Group Customer—Wealth Management digital labs, which serve small and big businesses across Canada.
Responsibilities
Lead and direct the Group Customer digital products design team.
integrate the design thinking approach and mindset into Canada Life.
Conduct design thinking workshops with design, business, marketing, and tech teams to identify customer problems and brainstorm solutions.
Address customer issues and generate value for customers.
Assist Canada Life in establishing a competitive advantage.
Support Canada Life in achieving its business goals.
Facilitate Canada Life's rebranding and the merger of three major brands under the Canada Life umbrella.
Create a vision for the future and outline strategic priorities.
Product: Group Retirement Services Application - GRS Mobile/Web Application
Approach
Leading solution by design - Redesigning GRS application and starting from zero-based design.
Empathy through research
We talked to plan members to understand why they are not contributing and saving for their retirement and other financial goals
We talked to businesses (plan sponsors) and consultants(sales) to understand their challenges
We researched members' and sponsors' journeys with our digital products
Design thinking workshops
Synthesizing research insights and forming research themes
Defining problem statements from research themes
Ideation and voting
Visualizing ideas
Voting on final ideas
Prioritization
Prioritizing features with design, business and tech teams based on value and feasibility
Defining the MVP of the product launch
Prototype, test and iterate
The design team produced rapid prototypes and tested with the users weekly, applying the design sprint process.
Agile approach and alignment with the development sprints
Gathering feedback from customers and sponsors and updating designs accordingly within the design sprint
Tell a retirement story
Can we make retirement tangible?
Can we help the user visualize the future?
Can we tell a retirement story?
From research to prototyping. An iterative design process with weekly user-testing. The journey tells the story
A personalized retirement story told through an interactive journey
