Momentum is a financial wellness platform addressing the nearly 75% of Americans seeking employer support during critical life events. I lead design efforts from conception to launch.
My Role
UX Designer @ Edelman Financial Engines
UI design, prototyping, user testing, design system
Brand direction & marketing materials
Results
Achieved significant adoption among employers, who provide the service free-of-charge to employees
Employee usage increased client acquisition pipeline for investment advisory services
“Edelman’s workplace side of the business got a boost last month with the launch of Momentum, a holistic financial wellness platform that includes coaching and planning resources for retirement plan participants.”
— Investment News, July 2022
Data-Driven Design
Our goal was to ensure that Momentum’s content was readily accessible, tailored to highly personalized needs, and compelling enough to encourage repeat visits to the platform.
I developed the information architecture by analyzing qualitative insights gathered from a nationwide survey, which involved thousands of employees utilizing Edelman Financial Engines' existing 401(k) services. The outcome was a tabbed navigation design comprising three static categories—Work, Personal Life, and Retirement—and one personalized tab.
Leveraging employer data ensures that the personalized tab remains highly relevant to each employee. For the MVP, we identified milestones such as onboarding, family changes, promotions, and equity grants with hopes to expand after launch.
XFN Collaboration
Inviting cross-functional stakeholders early in the design process significantly contributed to Momentum’s success. Alongside our Agile team of four (myself, two engineers, and a product manager), I regularly engaged Marketing, Legal & Risk, Sales, and Copywriting in our weekly design sessions.
This early involvement fostered diverse perspectives, aligned goals, facilitated quick design iterations, and bolstered buy-in. It also highlighted gaps in customer touchpoints, such as marketing emails and microsites. Rather than considering these deliverables beyond our scope, I collaborated closely with the marketing team to provide imagery, language, FAQs, and other assets that aligned with our UX principles and goals.
Ultimately, this collaborative approach became integral to our Agile framework, contributing to Momentum’s successful launch, with each team rightfully claiming ownership of the final product's success.
User Testing Results
Employee feedback and participation was crucial for the final deliverables. After several user testing and design iteration sessions, we had high confidence that the final product delivered on usability, discoverability and retention.
92% reported they could quickly explore and find relevant content
87% found the personalized features highly relevant to their financial concerns
80% expressed they would use Momentum again