KiwiSaver Concept Case Study
Personalised Future Planning Tool
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PROBLEM
Most of KiwiSavers users are actually in the wrong fund type for their needs; the majority of their users don’t really know what KiwiSaver is or how it actually works. |
INSIGHTS
The current tools and information on KiwiSaver are incredibly jargon heavy. It requires a high level of financial literacy for the existing products to be useful to its customers. KiwiSaver as a concept is also currently unrelatable to the majority of its actual customer base, and its key features are not articulated well for their intended audiences. Its identity is also not aligned with its intended audience and customers. |
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TEAM
Me; with the input from my colleagues at Alphero: Jon Bell - Presentation Consultant Neve Linforth - UX Design Consultant Emily Steel - Conceptual Consultant Charlé Van der Walt - Visual Consultant Mark Dangerfield - Strategy Consultant |
APPROACH
Design Research - Observational fieldwork - In depth interviews - Raw data capture Design Analysis Ideation Rapid Prototyping Iteration Synthesis |
STEPS
I started by looking at how KiwiSaver is currently positioning itself and what the current tools for customers are. I interviewed customers on their experience with KiwiSaver, and how they go about planning for their retirement.
After reviewing my research, it was clear KiwiSaver does not effectively position itself to its audience. So my key focus was to make people's future more relatable to them now.
I also explored what the visual direction and influences for the potential design, and the key directions various components of the experience would need to cover.
I started by looking at how KiwiSaver is currently positioning itself and what the current tools for customers are. I interviewed customers on their experience with KiwiSaver, and how they go about planning for their retirement.
After reviewing my research, it was clear KiwiSaver does not effectively position itself to its audience. So my key focus was to make people's future more relatable to them now.
I also explored what the visual direction and influences for the potential design, and the key directions various components of the experience would need to cover.
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After that I started sketching out what an initial customer journey might look like, at a very low fidelity.
I then looked at the key topics the customer would need to cover to complete a full journey.
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I then made some quick sketches for what the final screens might look like.
CONCLUSIONS
The more time I spent on this project, the more excited I got about its potential. The ability it has to create real unique stories, that are actually relevant to all New Zealanders, is very appealing to me. The opportunity for it provide real value, and actually help people resonates so strongly with why I create things.
This project is really powerful to me, and I’ve taken the insights I gained from it into my subsequent projects.
The more time I spent on this project, the more excited I got about its potential. The ability it has to create real unique stories, that are actually relevant to all New Zealanders, is very appealing to me. The opportunity for it provide real value, and actually help people resonates so strongly with why I create things.
This project is really powerful to me, and I’ve taken the insights I gained from it into my subsequent projects.
I'd be stoked to chat about the research and ideas I have for my KiwiSaver concept if you've got the time.
Let me know and we'll put something in the calendar.
Let me know and we'll put something in the calendar.