Canada Life - Group Customer
Previously: Great-West Life
Wealth Management, Investment, Insurance and Retirement
About Canada Life
Canada Life is an insurance company that offers wealth and health insurance to businesses and individual customers.
Role
I joined Canada Life to lead and direct the design teams of Group Customer - Wealth management digital labs that serve small and big businesses across Canada.
Responsibilities
Lead and direct the digital product design team
Adopt the design thinking approach and mindset into Canada Life
Run design thinking workshops with design, business, marketing and tech teams to define customer problems and ideate solutions
Solve customer problems and create customer value
Help Canada Life to create a competitive advantage
Help Canada Life achieve business goals
Support and empower Canada Life rebranding and the merger of 3 big brands under Canada Life
Create a vision for the future and establish 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