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).