JG Wentworth - Financial Services
Strategy, Product Design
A financial platform redesigned for seamless mobile use and consistent UX
Industry
Finance
Duration
10 months
Services Provided
Strategy, Product Design
Deliverables
Web & Mobile Wireframes
Interactive prototypes
High-fidelity Mockups
Workshops and collaborative session artifacts
User Research Reports
Web & Mobile Wireframes
Interactive prototypes
Single page
High-fidelity Mockups
Single page
Workshops and collaborative session artifacts
Single page
User Research Reports
Single page
Web & Mobile Wireframes
Interactive prototypes
High-fidelity Mockups
Workshops and collaborative session artifacts
User Research Reports
About the Project
When I joined JGW, the company had a solid reputation but a scattered online presence. Their website wasn’t mobile-friendly, navigation was inconsistent, and the overall experience left users frustrated.
About the Project
When I joined JGW, the company had a solid reputation but a scattered online presence. Their website wasn’t mobile-friendly, navigation was inconsistent, and the overall experience left users frustrated.
Several pain points became immediately clear
Mobile design gaps: ~80% of users accessed the site via smartphones, but pages were not optimized,
Inconsistent design: fragmented visuals weakened brand identity and user trust,
Communication hurdles: team members and stakeholders across time zones caused delays and misalignments,
Drupal limitations: the platform restricted flexibility in design and functionality.
Together, these issues impacted usability, engagement, and conversion across JGW’s produc
Several pain points became immediately clear
Mobile design gaps: ~80% of users accessed the site via smartphones, but pages were not optimized,
Inconsistent design: fragmented visuals weakened brand identity and user trust,
Communication hurdles: team members and stakeholders across time zones caused delays and misalignments,
Drupal limitations: the platform restricted flexibility in design and functionality.
Together, these issues impacted usability, engagement, and conversion across JGW’s produc
I focus on four main pillars
Mobile optimization
seamless experience on handheld devicesDesign consistency
cohesive UI across all servicesUser-centric experience
flows and interactions based on research insightsCollaboration & scalability
design system implementation to support future growth
I focus on four main pillars
Mobile optimization
seamless experience on handheld devicesDesign consistency
cohesive UI across all servicesUser-centric experience
flows and interactions based on research insightsCollaboration & scalability
design system implementation to support future growth
To address these challenges, we designed and implemented a comprehensive digital experience.
Mobile-first redesign of key flows and pages to ensure usability on smartphones,
Streamlined navigation and interface improvements to make tasks intuitive and efficient,
Workshops and collaborative sessions to validate concepts and align stakeholders,
The solution created a solid foundation for both immediate usability improvements and future product growth.
To address these challenges, we designed and implemented a comprehensive digital experience.
Mobile-first redesign of key flows and pages to ensure usability on smartphones,
Streamlined navigation and interface improvements to make tasks intuitive and efficient,
Workshops and collaborative sessions to validate concepts and align stakeholders,
The solution created a solid foundation for both immediate usability improvements and future product growth.
I took the initiative in shaping the design vision and ensuring the team stayed aligned.
Research-driven decisions: I conducted competitor benchmarking, quantitative research, and A/B testing to inform design choices.
Mobile-first mindset: I led the mobile redesign, ensuring 80% of users had a seamless experience.
Collaboration & communication: I coordinated closely with developers, PMs, and stakeholders, overcoming time zone differences and delayed responses to maintain momentum.
Design system implementation: I established standardized components and guidelines for consistent, scalable UI across all products.
Workshops & feedback loops: I facilitated workshops and team sessions to iterate on prototypes and validate ideas continuously.
Every step I took was about balancing user needs, business goals, and technical feasibility while fostering collaboration and innovation.
I took the initiative in shaping the design vision and ensuring the team stayed aligned.
Research-driven decisions: I conducted competitor benchmarking, quantitative research, and A/B testing to inform design choices.
Mobile-first mindset: I led the mobile redesign, ensuring 80% of users had a seamless experience.
Collaboration & communication: I coordinated closely with developers, PMs, and stakeholders, overcoming time zone differences and delayed responses to maintain momentum.
Design system implementation: I established standardized components and guidelines for consistent, scalable UI across all products.
Workshops & feedback loops: I facilitated workshops and team sessions to iterate on prototypes and validate ideas continuously.
Every step I took was about balancing user needs, business goals, and technical feasibility while fostering collaboration and innovation.
Summary
The platform became a cohesive, mobile-optimized, and user-centered experience, enabling users to manage financial services more intuitively while giving the team a scalable foundation for growth.
Summary
The platform became a cohesive, mobile-optimized, and user-centered experience, enabling users to manage financial services more intuitively while giving the team a scalable foundation for growth.
80% mobile users
experienced mobile usability improvements, reducing drop-offs
Consistent navigation and UI
strengthened trust and brand identity
Data-driven design decisions
validated through analytics, A/B testing, user feedback
Foundation for future growth
with a scalable design system
80% mobile users
experienced mobile usability improvements, reducing drop-offs
Consistent navigation and UI
strengthened trust and brand identity
Data-driven design decisions
validated through analytics, A/B testing, user feedback
Foundation for future growth
with a scalable design system
Other Projects
Book a Free Consultation
Get expert guidance to align your product vision and make confident design decisions. Together, we’ll create practical solutions that drive measurable results for your product, team, and business.
Book a Free Consultation
Get expert guidance to align your product vision and make confident design decisions. Together, we’ll create practical solutions that drive measurable results for your product, team, and business.