UX STRATEGY (WITH UX LEAD)
PRODUCT DESIGN
DESIGN SYSTEMS

Great-West Financial came to MERGE to create a new web application for their index-linked annuity product Capital Choice.

Our team of designers and developers, though well-versed in user experience, are not financial experts so we had to first learn the details of what this product offered. Index-linked annuities are fairly common but what made this product different is the option to choose up to eight strategies with varying floors or buffers.

We created an easy to use, step-by-step experience that explained the benefits of the product, gave users the opportunity to choose multiple strategies with different indexed-linked annuities and varying floors and buffers, the ability to allocate more or less of their investment to a particular strategy and then see the comprehensive results of their choices including year-over-year graphs and specific strategy details.

This project was a beautiful collaboration between UX, designers, front and back-end developers, and the client and resulted in a product I am truly proud of.