Jason Nguyen
J A S O N / N G U Y E N

AMERIPRISE / Mobile App

AMERIPRISE / Mobile App

 

I served the Mobile App team of Ameriprise as the sole designer, working on features like electronic signature, navigation redesign, account renewal, secured log in and biometrics (Face ID, Touch ID), iPad parity, and brand uplift. During my tenure, unique visits to the app tripled; navigation & way-finding improved.

Below is a summary of my UX approach for the Mobile App team.

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think big approach

When I joined the team, the app was far behind the industry standards. Luckily, my product team encouraged me to think big, and I pitched a complete redesign (with help of a heuristic review from Research). I mapped out where the experience might be lacking, and top features competitors had that we didn’t. It was a successful pitch and helped my Product team filling the backlog.

More on my pitch that didn’t make the cut at JTrade.


Visual uplift

iPhone 7 mockup

As I redesigned the Ameriprise app to modernize and fit new resolutions for the iPhone 7 and X release, I applied new dark Amerprise-blue masthead, flat designs, bold accent colors and cleaner aesthetics, and new data visualization for Net Worth.

Base on insights from app reviews, I improved designs for components like horizontal menu, sort panels, expandable list, cards, simplified data tables throughout the app, with the goal of simplifying the work flows and navigation patterns. I relied on Material Design and Human Interface Guidelines for guidance.

As a result, analytics showed: navigation is much easier, & visits to lower level pages increased, and overall ratings of the app increased on both the Google and iOS app stores.

 


Feature: ELECTRONIC SIGNATURES

The Electronic Signature feature is a highlight of my tenure.

I designed a clean experience that allow users to review document, approve, initial, sign documents; view past signed documents in a secured way. The stakeholders were business team, financial advisor, legal department, and third party software team. From this, I learned a lot about the complexity of designing for a native enterprise application.
 


data-informed design

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Proof of Concept for Navigation click test

I relied on data to guide my design. I gathered insights from competitive analysis (Corporate Insight), app store reviews, and advisor inputs, and provided strategy recommendation. For brand new features, with our Research partner, I planned usability tests, from small guerrilla tests, to a multi-day usability lab. The Product team and I also worked closely with the Data Science team, in order to create and validate hypotheses - such as navigation hierarchy improvement.


result

Ameriprise Mobile App saw a 3 times increase in client visits in 2017, compared to 2016. The Opinion feedback and service calls largely reduced. Ameriprise mobile app competitive ranking improved sharply among full service financial advising corporations.

UX Design / Creative Direction / Interaction Design / Branding / Product Strategy / Content Strategy / Compliance Liaison / Native Mobile (Android+iOS) / Material Design / iOS HIG / WCAG

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