From Investing to Financial Planning

During my time at the Washington State Employee Credit Union, I worked with the group in charge of retirement, college, business and investment planning. They believed the title of their area on the site was making it hard for people to see services they offer. After analytic and card sort exercises along with user interviews, I was able to determine a better organization structure. This included new subheadings and organization of the pages within the formerly “Investing” area.

The slider in the middle of the images below gives you a peek at the old version (left) versus the most user-centered version (right.)

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