Prudential: Financial Professional (FP) Portal - Usability Assessment

  • High-level audit of existing user experience with eye toward improving and modernizing UX/UI.

  • Proposed alternative layouts, navigation for improved performance, better presentation of corporate value proposition, and higher satisfaction among Financial Advisors using the site to manage their business with Prudential.

  • Produced Executive Summary and detailed slide decks for Marketing department and Prudential Annuities as a whole.

  • Conducted competitive analysis to evaluate best practices among companies offering similar products and services and rankings from 3rd party analyses.

  • Interviewed relevant stakeholders to gather first-hand feedback from internal staff as well as insights into the experience of financial advisors/professionals (primary users of the site).