Interactive Retirement Planning Experience
Transformed a traditional retirement planning article into an interactive digital experience that increased engagement, simplified complex financial concepts, and supported customer education goals.
Business Challenge
Retirement planning is often perceived as something that only matters later in life, causing many younger investors to delay planning and miss opportunities to build long-term financial security.
The content marketing team wanted to create a more engaging digital experience that would educate Gen X and Millennial audiences, increase engagement with retirement planning content, and encourage deeper exploration of financial solutions.
My Role
- Digital Experience Strategy
- Content Experience Design
- Front-End Development
- Stakeholder Collaboration
Stakeholders
Partnered closely with content marketing to transform a traditional long-form article into an interactive digital experience.
The goal was to create content that was both educational and engaging while making retirement planning concepts easier to understand.
Research & Discovery
Worked with content and marketing teams to understand audience needs, content goals, and engagement challenges.
We identified an opportunity to move beyond a static article and create an experience that encouraged exploration, increased time on page, and helped users better understand retirement planning concepts through interactive content and visual storytelling.
- Low engagement with traditional content
- Complex financial topics
- Need for stronger visual storytelling
- Limited interaction opportunities
Strategy & Solution
Designed and developed an interactive article experience that combined educational content with engaging visual elements and interactive components.
Interactive Content
Introduced interactive modules that encouraged exploration and deeper engagement throughout the experience.
Visual Storytelling
Used visual design techniques to simplify retirement planning concepts and improve comprehension.
Results
Increased
Content Engagement
Enhanced
Customer Education
- Increased engagement with retirement planning content
- Created a more interactive and user-friendly educational experience
- Improved accessibility and readability of complex financial information
- Supported marketing goals through deeper content interaction
- Helped connect younger audiences with retirement planning concepts