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Retirement website experience

UX Design . Figma 

Overview : Two retirement-focused pages—one educational and one product-specific—based on SEO insights and user testing to address key pain points and improve the IRA and CD enrollment experience.

Role : Lead UX Designer

Toolkit : Figma

UX Summary

Background
There was no dedicated page promoting IRAs or explaining how to open them through the company. After consulting with the SEO team, I identified a high search demand for both IRAs and CDs, which revealed an opportunity and a key user pain point in the process. I proposed the strategy to create two retirement-focused pages—one centered on education and another on our retirement products. Both pages underwent user testing to ensure all crucial information was clearly communicated and the user experience was seamless.
Updated features for the entire experience

  • Added both pages under the "Investing and retirement" tab

  • Provided clear explanations of 401(k)s and IRAs, including the account opening process

  • Included an FAQ section informed by SEO insights

  • Detailed all retirement products and added a calculator for enhanced visibility

Retirement accounts page

Updated features: ​

  • Clearly explain IRAs and guide users on how to open one at Truist

  • A comparison chart for different IRA types

  • Highlighted section for Certificates of Deposit (CDs)

  • An FAQ section informed by SEO insights and user testing

Peformance results

Retirement accounts.png

Thank you!

Thanks for taking the time to review this project; feel free to check out the live page for the final result.

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