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How might we engage users in a passive system?

Schwab Portfolios

Schwab Intelligent Portfolios
Role:
Co-Lead
Date: May 2017 (2 weeks)
Team: Partner, Director, 2 Senior Designers

Framing the Problem

Framing the Problem

Schwab came to us looking for ways of boosting engagement for their passive, intelligent retirement portfolios. Higher engagement could improve trust, and create more informed customers.

Identifying Key Components

Identifying Key Components

We looked across a broad variety of apps and services that had long-term engagement, and high quality engagement.

Once identified, we investigated what made them so engaging, bucketed them into Key User Questions, and mapped our findings out onto spectrums.

Connecting the Dots

Connecting the Dots

Once we distilled down the components that made up engaging systems, we wanted to see how the components connected.

And so the brainstorming continued. This was probably the point of highest uncertainty during the project – but after lots of discussion and scribbling, clear patterns began to emerge.

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Summarizing Takeaways

Summarizing Takeaways

We introduced each key point with a high-level summary, then dove in to illustrate with clear, specific examples.

These examples were then applied conceptually to SIP, so stakeholders could imagine possible business directions.

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Outcome

Outcome

Our research provided a strong foundation for further design work and strengthened the relationship between DesignMap and Charles Schwab.