Red presentation slide with white text titled 'Wealth & Insurance Product Details Redesign Canada Life - UX Research Summary' and attributed to Sr. UX Designer Matt Flanagan, 2025.
Research overview slide with bullet points and text describing a UX team project for Canada Life, covering research, prototypes, recruitment, synthesis, and results.
Screenshot of a web page titled "What is the Canada Life digital product Workspace" showing a digital interface for Canada Life. The page describes that the workspace allows financial advisors to view and manage client details, submit documents, and access forms, process guides, marketing resources, and more.
A presentation slide comparing current policy details with a new AEM approach for Canada Life, including screenshots of policy data dashboards and explanatory text.
A PowerPoint slide titled 'The prototypes!' displaying three screenshots of financial software interfaces for Wealth savings, Wealth income, and Whole life insurance, with a paragraph explaining the prototype development process.
Slide titled 'Working on the questions and script' showing a black text box with sections for product details testing plan, key research questions, prototype links, and script. The background is white with red text at the top and a footnote mentioning interview script focus.
Comparison of two study summaries, one titled 'Wealth Research' and the other 'Insurance Research (Round 2),' with a paragraph below explaining recruitment focus for insurance financial advisors.
Slide titled 'Synthesis and Affinity Mapping' showing a colorful affinity map with multiple clusters of data points, and a caption 'Affinity Mapping – 2 Phases'. Contains bullet points discussing research synthesis and presentation of findings on Wealth and Insurance.
Slide titled 'Interview clip - Insurance' showing a screenshot of an insurance policy summary with details like total coverage, premium, and net cash surrender value of $5,000, and part of an online document discussing dividend options in insurance policies. There is a small video thumbnail of a person named Matthew Flanagan at the bottom right.
Slide titled 'Recommendations - Overall Themes' listing suggested improvements for data presentation and user interface, including adding context to title cards, visualizations, client data, and benefits of new design features.
Slide with a red background and white text that says 'The End'.