Advice Center Portal and Content Design
A WEB BASED RESPONSIVE EXPERIENCE – MADE WITH USAA
TL;DR
We worked with the USAA Product team to create a web-based mobile baking app that was streamlined for their members living all over the world.
USAA, the go-to financial services provider for the military community, came to us with a challenge. Their Advice Center, once a beacon of financial guidance, was showing its age. Members were struggling to navigate it, and its mobile version was far from friendly.
What did we do? We took charge and gave the Advice Center a complete makeover. It's now a personalized financial companion, accessible on your phone whenever you need it. We've supercharged it with features like customizable topics and the ASK USAA database integration. Plus, we made searching a breeze, so you can quickly find the info you're looking for. It's not just advice; it's a true lifeline for all things financial and personal planning and advice for USAA’s members.
MY ROLE
UX Direction & Strategy, Creative Direction, User Testing, Design Thinking, Responsive Design, Design System, Client & Stakeholder Reviews, Development Handover
THE APPROACH
We customized an experience that can be leveraged as the engine that powers the distribution (and collection) of advice content. Our UI instilled clear organizing principles, and made content easily findable and customizable, while keeping it all personal, contextual, and clean with sprites of visual interest throughout.
The advice center on USAA.com became a place that members can trust to offer them guidance whenever they need it. Features included fully customizable topics for advice articles and tools controlled through the user’s preferences, ASK USAA database integration, and a refined modular design that is highly scannable, digestible, and supports these custom features.
A FOCUS ON EASY SEARCH TOOLS & SUB-CATEGORY LEVEL GUIDANCE
In support of category-level browsing, these category / sub-category level pages feature more concentrated collections of direct links to relevant articles and tools, and a tertiary-level collection of suggestive articles based on users previous USAA.com visits.
DEEPER LEVELS ON TOPICS + SOLUTIONS
USAA provides smart mobile-friendly advice and solutions for military members and their families with this experience, giving them access to articles and checklists, while also allowing them to get answers to questions directly from USAA advisors or via the database with predictive text searches. With this new, revamped design, we helped USAA reach new highs in their mission to bring personalized life planning solutions to their military members and their families.