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Consolidated 30+ screens of information for returning users

Project Role

Product Designer for Ameritas

Team

Content

Key Contributions

  • User flows

  • Research

  • Competitive Analysis

  • New designs

  • AI for copy

The Problem

Completion rate for business tax users dropped sharply, with 58% of the abandonments occurring in the product’s opening section.

My Contributions

Used unmoderated research on sign-in preferences to validate the industry move toward passkeys, then designed a new profile flow for adding and removing security methods.

Impact:

Currently being tested with users, with development planned across multiple Ameritas business lines.

Research

Was done to understand which security method users prefer when unlocking their phone and what they typically use with other apps. The findings reinforced the case for Passkeys.

Was done to understand which security method users prefer when unlocking their phone and what they typically use with other apps. The findings reinforced the case for Passkeys.

  • Speed and convenience wins for users.

    • Anything that adds steps is a pain point.

  • Interestingly, users said security was their top priority, but were willing to compromise on it the moment a method became a bit lengthy.

Current Flows

Mapped out how people actually sign up and log in to understand the existing experience as a whole.

Future Flows

Put together a plan for how the new registration and returning user experience would be with new security.

Profile: New Design and Prototype

To figure out how all of these security methods would function on a profile siteDesigned how users would add and remove authentication methods from their profile. With all of these methods it can get a bit complex. Also, tried to show that Password and Two-Step Verification are together (because if the user chooses to sign in with a password, they must also sign in with an additional verification method).

Results

This design experience still needs to be tested with users, refined and then developed. Once feedback is positive and working as planned, this will be launched to 3 different business lines of Ameritas.

Know a stock before you buy it Price, chart, financials, and the company's story in plain English, all on one screen, so you understand what you're buying instead of gambling on a ticker.
Know a stock before you buy it Price, chart, financials, and the company's story in plain English, all on one screen, so you understand what you're buying instead of gambling on a ticker.
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12+ ( 7 as a Visual Designer and the last 6 as a Product Designer)