Context
Retirement-plan participants were making consequential financial decisions in an environment full of complexity, uncertainty, and competing priorities. Voya wanted to help people understand their broader financial wellness and connect that understanding to practical action.
Role
I partnered across product, research, technology, marketing, brand, and business stakeholders to validate the problem, understand member needs, and shape a suite of tools, calculators, and educational experiences.
From financial complexity to clearer guidance and action.
The work
- Validated the problem with customers and product/research partners before shaping the solution direction.
- Designed experiences that connected financial education with actions members could take.
- Structured tools and guidance around clearer decision-making and well-timed information.
- Worked within the realities of regulated financial products and retirement systems.
Outcome
The work reinforced the importance of connecting the right information to a decision people can understand and act on.
Its significance
The work applies the same transformation capability on the customer side: understand the system around the decision, use research to frame the need, align multiple functions, and make complexity actionable.