6/2015 - 1/2016
Northwestern Mutual iPhone App
After LearnVest was acquired by Northwestern Mutual, one of the first initiatives was to create the NM’s first mobile app. The goal of the app is to be “the center of a client’s financial life.” The product allows the client to check their insurance policies and track their daily banking transactions, investments, and retirement plans.
BUSINESS GOALS FIRST
Making it easy to gather customer data
Based on business requirements, the primary goal for the app was to allow users to view all of their accounts in one place. My task was to create a flow for adding many different types of accounts as simple and effortless as possible.
Handing off around the world
Below are some of the detailed specs I created for our third-party development team, located in Australia. While I communicated with them via email every day, we had almost opposite schedules. I made sure my specifications were as clear as possible, so that the team had what they needed when I
was sleeping wasn't available.