Tom Cunningham Design

Case Study

Self-Service on a Global Scale

Designing a pension and fund-management self-service experience for Zurich International.

The work aimed to improve slow, manual workflows for customers and pension brokers across a global financial services context.

Zurich self-service investment interface on tablet.
Responsive self-service interface for pension and fund management.
ClientZurich International
My roleCreative Direction, Interaction Design, and UI Design
Project length3 months, 2015
TeamEach&Other with Lindsay Duncan and Sheena Bouchier

Challenge

Zurich hired our team to design a self-service application for pension and fund management. Prior to our involvement, the process was slow and manual for users to view their fund breakdown and update important details. Our design aimed to greatly improve the overall User Experience for customers and pension brokers alike.

A major part of this project involved our UX and Service Design team spending significant time in Dubai getting to know and understand the target demographics.

Full project details to follow.

Image of User Interface with Retirement investment details and charts
Homescreen view UI
Image of Mobile User Interface with Retirement investment details and charts
Responsive UI
Image of laptop, tablet and mobile device with interface on each