I led the design of this tool from initial concept to developer hand-off, timed to coincide with a major product refresh. Starting with raw logic in a spreadsheet, I facilitated workshops with the Product Owner to translate complex data into a low-fidelity prototype. I then evolved these into a high-fidelity interface, using Adobe XD for prototyping and Zeplin to ensure a seamless hand-off to the engineering team. The final tool helps clients visualise the likelihood of illness and the speed at which savings can diminish.Developed for the high-net-worth market, this tool enables users to compare the long-term projections of a ‘Whole of Life’ product against traditional stocks and shares. I transformed a complex Microsoft Excel model into a streamlined digital experience. By mapping out the user journey and facilitating stakeholder workshops, I moved from initial sketches to a clickable prototype, ensuring the final design made complex investment comparisons easy to digest.
