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MyRocket Dashboard

Objective and goal

We delivered a unified financial dashboard designed to empower clients. By streamlining goal-tracking, we made it easier than ever for users to save for a home, plan major purchases, and secure their financial future.

Project timeline 
6 months
MVP release 
December 2022
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User Pain Points

Low confidence

Becoming a homeowner is a significant financial investment and responsibility — which, in turns, creates a need for support and guidance. Previously, the landing page of a client's digital account lacked any clear guidance that felt tangible and accessible. As a result, confidence began to erode over time.

Low information scent

Instead of providing clear, descriptive context that signal a path toward their goal, the experience used vague links that left users guessing. This created a frustrating experience where the trail often went cold, forcing users to click aimlessly rather than following a logical scent toward the information they need.

Lack of larger strategy

Though there was an assembly of information that, in theory, was helpful to users in their daily tasks and larger goals, there was no intuitive direction in the UI that led them there with ease. And moreover, the UI's information architecture had no strategy tied to larger user journeys.

Improvements

With cross-functional collaboration spanning design, research, product, and business stakeholders, our team created and tested many iterations accompanied by feature launches of the MyRocket Dashboard.

61%

increase in client satisfaction scores

Monthly increases to our client satisfaction scores

continued following launch of the MyRocket Dashboard,

and continue to be monitored.

2x

increase in site visits

Monthly visit rates doubled in the months post-launch,

as compared to monthly visit rates previously.

5.2%

Lead-to-close rate

This highlighted a 1% increase in lead-to-close rates

prior to the launch of Dashboard UI improvements.

Design Awards

For the MyRocket Dashboard design improvements, our team was also recognized with the following rewards:

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Hermes Design Award

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GDUSA 60th Anniversary
Digital Design Award

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Muse Design Award

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