Overview
Icatu is one of the largest insurance companies in Brazil, with over 30 years of experience and 100% national capital. It offers solutions in Life Insurance, Private Pension, Capitalization Bonds, and Investment Funds.
Overview
Icatu is one of the largest insurance companies in Brazil, with over 30 years of experience and 100% national capital. It offers solutions in Life Insurance, Private Pension, Capitalization Bonds, and Investment Funds.
Overview
Icatu is one of the largest insurance companies in Brazil, with over 30 years of experience and 100% national capital. It offers solutions in Life Insurance, Private Pension, Capitalization Bonds, and Investment Funds.
Overview
Icatu is one of the largest insurance companies in Brazil, with over 30 years of experience and 100% national capital. It offers solutions in Life Insurance, Private Pension, Capitalization Bonds, and Investment Funds.
Objective
To improve and develop flows and prototypes for the client area, so that customers can have a unified view of their acquired products, regardless of the acquisition channel.
Objective
To improve and develop flows and prototypes for the client area, so that customers can have a unified view of their acquired products, regardless of the acquisition channel.
Objective
To improve and develop flows and prototypes for the client area, so that customers can have a unified view of their acquired products, regardless of the acquisition channel.
Objective
To improve and develop flows and prototypes for the client area, so that customers can have a unified view of their acquired products, regardless of the acquisition channel.
My role
Enhance flows, establish visual standards and grids. Restructure and optimize the homepage flows in the logged-in area, which centralizes all customer products. Define the best statement experience for Private Pension and Life Insurance, considering some digital experience KPIs (customer satisfaction, user base growth, base monetization). Refine the first access process during login. Develop flows to facilitate private pension portability, offering users the option to transfer between the insurer’s funds or from another institution, as well as the opportunity to invest in a new one. Redesign the fund list for both the client area and the logged-out area. Create the fund list for both logged-in and non-logged-in users. Create the investment flow via Pix. Align the new Private Pension design with other services, such as Capitalization and Life Insurance. Conduct usability tests with Useberry.
My role
Enhance flows, establish visual standards and grids. Restructure and optimize the homepage flows in the logged-in area, which centralizes all customer products. Define the best statement experience for Private Pension and Life Insurance, considering some digital experience KPIs (customer satisfaction, user base growth, base monetization). Refine the first access process during login. Develop flows to facilitate private pension portability, offering users the option to transfer between the insurer’s funds or from another institution, as well as the opportunity to invest in a new one. Redesign the fund list for both the client area and the logged-out area. Create the fund list for both logged-in and non-logged-in users. Create the investment flow via Pix. Align the new Private Pension design with other services, such as Capitalization and Life Insurance. Conduct usability tests with Useberry.
My role
Enhance flows, establish visual standards and grids. Restructure and optimize the homepage flows in the logged-in area, which centralizes all customer products. Define the best statement experience for Private Pension and Life Insurance, considering some digital experience KPIs (customer satisfaction, user base growth, base monetization). Refine the first access process during login. Develop flows to facilitate private pension portability, offering users the option to transfer between the insurer’s funds or from another institution, as well as the opportunity to invest in a new one. Redesign the fund list for both the client area and the logged-out area. Create the fund list for both logged-in and non-logged-in users. Create the investment flow via Pix. Align the new Private Pension design with other services, such as Capitalization and Life Insurance. Conduct usability tests with Useberry.
My role
Enhance flows, establish visual standards and grids. Restructure and optimize the homepage flows in the logged-in area, which centralizes all customer products. Define the best statement experience for Private Pension and Life Insurance, considering some digital experience KPIs (customer satisfaction, user base growth, base monetization). Refine the first access process during login. Develop flows to facilitate private pension portability, offering users the option to transfer between the insurer’s funds or from another institution, as well as the opportunity to invest in a new one. Redesign the fund list for both the client area and the logged-out area. Create the fund list for both logged-in and non-logged-in users. Create the investment flow via Pix. Align the new Private Pension design with other services, such as Capitalization and Life Insurance. Conduct usability tests with Useberry.
Skills
Product Design UX Design UI Design Prototype Metrics Analysis
Skills
Product Design UX Design UI Design Prototype Metrics Analysis
Skills
Product Design UX Design UI Design Prototype Metrics Analysis
Skills
Product Design UX Design UI Design Prototype Metrics Analysis
Problems
The statement was not loading. The information presentation was considered confusing. Customers reported difficulty finding the desired information. There was no profitability data available by period. Ported plan balances were not visible. The option to change the date was missing.
Problems
The statement was not loading. The information presentation was considered confusing. Customers reported difficulty finding the desired information. There was no profitability data available by period. Ported plan balances were not visible. The option to change the date was missing.
Problems
The statement was not loading. The information presentation was considered confusing. Customers reported difficulty finding the desired information. There was no profitability data available by period. Ported plan balances were not visible. The option to change the date was missing.
Problems
The statement was not loading. The information presentation was considered confusing. Customers reported difficulty finding the desired information. There was no profitability data available by period. Ported plan balances were not visible. The option to change the date was missing.
Learnings
We held daily meetings to monitor customer feedback through tools like Hotjar and PowerBI. In addition, we regularly tracked and analyzed metrics, aiming to understand user needs and implement improvements in the logged-in area, enhancing the customer experience while always aligning with business needs.
Learnings
We held daily meetings to monitor customer feedback through tools like Hotjar and PowerBI. In addition, we regularly tracked and analyzed metrics, aiming to understand user needs and implement improvements in the logged-in area, enhancing the customer experience while always aligning with business needs.
Learnings
We held daily meetings to monitor customer feedback through tools like Hotjar and PowerBI. In addition, we regularly tracked and analyzed metrics, aiming to understand user needs and implement improvements in the logged-in area, enhancing the customer experience while always aligning with business needs.
Learnings
We held daily meetings to monitor customer feedback through tools like Hotjar and PowerBI. In addition, we regularly tracked and analyzed metrics, aiming to understand user needs and implement improvements in the logged-in area, enhancing the customer experience while always aligning with business needs.
Outcomes
22.67% growth in the number of new users, totaling approximately 210,000 people.* Average of 451 customer registrations per day.**
Outcomes
22.67% growth in the number of new users, totaling approximately 210,000 people.* Average of 451 customer registrations per day.**
Outcomes
22.67% growth in the number of new users, totaling approximately 210,000 people.* Average of 451 customer registrations per day.**
Outcomes
22.67% growth in the number of new users, totaling approximately 210,000 people.* Average of 451 customer registrations per day.**
* Data as of May 2021.
** Between 05/16/21 and 05/24/21.
