UX Samples
NextCapital delivers solutions that power retirement plans by partnering with financial services firms who value personalized, and managed retirement plans that aim to improve outcomes for all investors. Below are case studies using human centered design practices.
Money Movement Feature
NextCapital offers solutions for clients that specialize in retail and workplace retirement accounts. One of our retail partners wanted to add functionality that allowed their users to withdraw and deposit money into their accounts through the application without having to call customer support to complete the task.
Contribution Notifications
NextCapital offers retirement account solutions to employers through plan sponsors. Employees complained that they were unaware they had made changes to their contributions for their retirement account when they enrolled in the managed account service.