PayFlex Member Website: HSA Investment Experience
Company Overview
PayFlex, now better known as Inspira Financial, is a leading provider of financial wellness solutions, helping individuals and employers manage health and financial benefits with ease.
Roles
UX Design
UI Design
Research & Analysis
Prototyping
Wireframing
User Testing
Responsive Design
Design Process
1. Discovery Phase: Identifying Problems Through Research
To fully grasp the complexities of the investment process, I conducted in-depth discussions with subject matter experts (SMEs). This allowed me to identify key challenges faced by users:
Lack of a clear overview of investment performance and portfolio health.
Confusion around essential actions like rebalancing and recurring investments.
Limited guidance for new or less-experienced investors.
2. Define Phase: Brainstorming Solutions
After identifying pain points, I collaborated with my team to propose potential solutions. Key ideas included:
Designing a user-friendly landing page to provide an overview of portfolio metrics.
Creating intuitive flows for essential actions, such as buying/selling mutual funds and recurring investments.
Highlighting actionable insights, such as recommended rebalancing periods and performance metrics.
3. Design Phase: Prototyping the Improved Design
Using insights from brainstorming, I developed high-fidelity prototypes to refine the user experience. Key improvements included:
Streamlined Navigation: Simplified pathways to critical tasks.
Enhanced Data Visualization: Visual cues to highlight portfolio health and trends.
Integrated Action Flows: Flows for mutual fund transactions, recurring investments, and portfolio rebalancing.
4. Testing Phase: Usability Testing and Iteration
I conducted usability tests with internal stakeholders and end-users. Feedback included:
“This makes managing my investments much easier!”
“I love how the flows guide me step by step.”
Based on feedback, I iterated on design elements, ensuring users could access key features effortlessly.
5. Implementation Phase: Finalizing the Design
The final design addressed user challenges effectively:
Comprehensive Investment Overview: Simplifies tracking performance and actions.
Actionable Insights: Ensures users stay informed and make timely decisions.
User-Friendly Flows: Supports advanced investment tasks while minimizing confusion.
The result is an inviting and intuitive dashboard, empowering users to manage their investments with confidence and ease.
Final Designs
Landing page
Process flow example
