GOALS

• To simplify the entry process, it will reduce the fatigue in completing the calculation form.

• Provide Real-time visual response that feels personalized to increase engagement factor.

• Amplify user trust by focusing on optimized results and powerful tool.

Key Features

• Allow users to enter personal information in responsive drawers, eliminating the need for a multi-page experience.

• The final retirement calculator uses react js visualization library to enhance the visual experience.

• Real-time interactions with lightning fast response, optimizing performance and results.

0→1: real-time Data Visualization

Collaborating with key stakeholders from marketing, technology, and engineering, I crafted high-fidelity designs for the retirement calculator tool that targets new and existing clients. Quicken’s new calculator easily outperforms direct competitors by optimizing engagement and providing a free finance tool. The tool strengthens Quicken’s commitment to democratizing retirement without the concerns of bloated ads and poor usability.

CORE CLIENTS

Quicken’s core customers come from majority middle to high income and are at an age where they have enough savings to put into retirement. They share a sense of urgency when choosing a finance tool that are easy-to-use, trusted, and gets the job done.

COMPETITIVE ANALYSIS

While there are no clear cut “winners” for finance calculators, Quicken stressed the importance of getting users real-time result.

Market analysis

• More than 80% of individuals aged 50 and older said they don’t see the need, and just over half of those aged 18 to 34 said the same.

• According to a survey for Credit.com, 27% of Americans Don’t Think They Need a Budget.

• in 2019, The JPMorgan Chase Institute also reported that Inconsistent or unpredictable swings in families’ income and expenses make it difficult to plan spending, pay down debt, or determine how much to save.
  

Results

• Successful delivery of low-barrier entry calculator for middle-class clients that want’s to estimate their retirement goals.

• Increase user engagement through the savings/retirement funnel of Quicken core products.