USAA
Overview
As Lead Designer on USAA's retirement strategy initiative, I led the team in conducting foundational research that mapped members' lifetime financial journeys, transforming our understanding of retirement planning behaviors and directly informing the development of more relevant retirement products and services.
USAA is a Fortune 100 financial services company serving millions of military members and their families through comprehensive banking, insurance, and investment solutions. In 2016, USAA established its Chief Design Office to spearhead digital transformation, bringing human-centered design practices to its century-old mission of serving the military community.
Impact
Our foundational research and design work directly shaped USAA's digital transformation strategy, resulting in a comprehensive service audit, strategic roadmap, and personalization pilot that established the framework for future service improvements.
Research & design
Interviews
Synthesis
Concepts