Harel's Financial Check-Up
With the launch of new, innovative interfaces by competitors, it became clear that ‘Harel Insurance’ needed to offer a similar experience to stay competitive. The goal was to design an interface that would allow users to easily access and manage their pension, savings, and insurance details. Our research revealed that many users lacked clarity regarding their financial status, which led us to our key question:
“How might we create an interface that presents financial information clearly, enabling users to make informed decisions without feeling overwhelmed?”
My role: UX design & Researcher
Our Process
Projects Goals
Business Goals
📱 Increasing revenue by expanding the number of products per customer.
📈 Expansion of data on existing customers
Users Goals
💰 Get all necessary details about their pension, savings, and insurance plans.
📊 Making complex pension information accessible, simple, and clear
Understanding Our Users
Through collaborative workshops, I established a consistent interface standard with the product team and business client. The Lean Canvas Framework facilitated conceptualization, bridging business and user needs
Lean Canvas Framework
Interviews Show: Savings Visibility Builds Trust
Goals
1. Identify the data points that are of most interest to users.
2. Determine the types of information users find challenging and how we can make this information more accessible.
Findings
Providing feedback and insights that allow users to compare their situation with the market average will offer added value and differentiate the insured.
2
Displaying total savings is essential to provide a sense of control and certainty.
1
Providing feedback and insights that allow users to compare their situation with the market average will offer added value and differentiate the insured.
3
User Needs Map
Interviewees
User Needs
Findings Summery
Visualizing Financial Information
Presenting numerical data visually
using clear and concise language
Market average
Feedback and insights compared to market averages
My status
Displaying total savings
Show data and performance for each fund
Areas for improvement
From Research to Web Structure
In the final part of the research phase, we defined the information architecture to streamline the design process
Usability testing revealed design gaps, allowing us to improve the user experience:
Does it actually work?
Usability Testing
Initially, we placed all information on a single page. However, user testing showed that users lost their orientation while scrolling and often didn't reach the end.
Before
We implemented internal tab navigation, with separate tabs for savings and insurance, to help users stay focused and navigate more easily.
After- Adding a navigation element
Reordering the display
According to the information architecture survey, 80% of testers wanted immediate clarity on their future prospects.
Before
Therefore, we reordered the components to display future savings projections before the details of individual savings accounts.
After- Future savings first
Main Screens
We focused on creating a marketing-driven design that prioritizes speed and efficiency, ensuring users receive value quickly
The homepage was designed to be inviting and engaging, using illustrations to create a positive and informative experience. It immediately highlights available financial insights, including savings, insurance plans, and personalized recommendations, while guiding users through a simple step-by-step process
Landing Page
01
Welcome to Harel's Financial Checkup
Savings and Insurance Overview
02
We prioritized visualizing quantitative data through graphs to simplify and make financial information more accessible. It was essential to balance the present - showing users their current account balances - with a forward-looking view of their retirement funds. This approach not only clarified the data but also revealed previously unknown accounts
What are my total savings?
Financial Plans and Accounts
03
Users can access detailed information about each savings fund and discover previously unknown accounts, gaining a complete and transparent financial picture.
How are my savings allocated?
We identified an opportunity to integrate another company’s financial product, empowering users to make more informed decisions while increasing its exposure to new audiences.
Integrations
04
Great opportunity
Key Takeaways from the Process
Working on this project opened my mind to a more holistic approach and reinforced my belief in the importance of having a broad understanding of the business goals. I gained valuable insights from this project related to both product and business processes.
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