PowerPoint presentation slide with a red background titled 'Financial Advisor Print Summaries Canada Life - UX Research' by Sr. UX Designer Matt Flanagan, 2023.
Slide titled 'Importance of advisor financial product print summaries' listing reasons for printing financial summaries, including client updates, trust building, and service of high-value clients, with a blurred image of a printable document on the right and note 'Images blurred for privacy' at the bottom.
Slide titled 'The evolution of the Advisor Product print summary' with paragraphs on the left and bulleted points on the right, discussing the development of print summaries in financial advising.
Blurry image showing multiple documents with blacked-out text and red logo at the top, titled 'The early days - portal summaries'.
Slide titled 'Research overview – Early 2023' with two sections: goals and methodology. Goals include understanding pain points, user expectations, validating feedback; methodology notes remote interviews, 30-minute sessions with advisors across Canada.
Slide titled 'Advisor frustrations' listing three points: 1. No access to information; 2. Unprofessional looking printouts; 3. Inconsistent customer documents. The slide includes a blurred image of a document on the right side.
Slide titled 'Version 1 - Product summary exports: Advisor feedback' shows two quote boxes with feedback from advisors: 'Clean and not cluttered, I really like the look.' and 'Move some of the information to the first page so we don’t have to flip through pages to find the information.' The slide also contains a sample financial document titled 'Segregated Funds - RRIF' from Canada Life, with details about an owner, advisor, annuitant, and beneficiaries. The bottom right corner notes 'Simulated data.'
Slide titled 'V1 Print Summaries addressed various issues' with checklist items: 'No access to information,' 'Unprofessional looking printouts,' 'Printing from multiple sources & different looking documents,' 'Inconsistent customer documents,' each with a green check mark. To the right, a tilted image of a printed document titled 'Annuity' showing policy details.
Research overview slide titled 'Early 2023' with goals listed on the left: 1. Uncover the necessity to share product details, 2. Understand gaps with no summaries, 3. Differences between sharing details vs summaries, 4. Importance of individual summaries, 5. User input for prioritization. On the right, methods described: a 15-question survey sent to workspace working group with advisors and staff, involving 33 participants, 11 advisors, and 22 MAs.
Bar chart illustrating the importance of different types of financial print summaries, with responses ranging from 0 to 5, showing high-level summaries, annuities, and CI/DI products.
Presentation slide showing three examples of printed insurance policy summaries, with details on coverage, beneficiaries, and policies.
Slide titled 'V1 research and feedback—January 2024' with sections on Goals and Methodology. Goals include understanding pain points, user needs, and export expectations. Methodology notes six remote interviews from London and across Canada, each lasting 30 minutes with interview questions and discussions.
Slide titled 'V1 Feedback - Key takeaways' with three bullet points about white space, page length, and professional summary approach. To the right, an image of a financial report titled 'Segregated Funds - RRIF' with detailed personal and financial information.
Slide showing a comparison of old and new print product summaries; left side displays a blurred screenshot of an online UI for product details, right side shows two clear printed summaries labeled 'Version 2' and 'Print Summaries' with details of a term life insurance policy.
Slide titled "Latest print summaries address various issues" with a list of updates on the left and a preview of a print summary report on the right. The list includes removals of non-essential labels, creation of a new section, reduction from 8 to 2 pages, and maintaining a professional, client-ready approach.
A slide presentation titled 'Recommendations - Overall Themes' with bullet points about summarizing, removing non-essential information, and design standards. There is a small image of a young boy working at a computer on the bottom right.
Slide with a red background and the words 'The End' in white text.