Northwestern Mutual

Northwestern Mutual is a business to business to consumer (B-to-B-to-C) company that sold insurance and investment products for 163 years. Since the acquisition of LearnVest in 2015, we have been digitally transforming Northwestern Mutual into an end-to-end financial planning company. We work closely with Financial Representatives as the touchpoint to consumers as a way to deliver comprehensive financial plans that tailors advice on goals, insurance and investment products.

My primary focus has been transforming the digital client experience.

 

Northwestern Mutual Brokerage & Advisory Redesign

This was an opportunity for us to address our clients needs of transforming the Investment digital website from a read only experience to a full service, 360 holistic view of their NM investment accounts and performance.

Northwestern Mutual Online Plan

When Northwestern Mutual acquired LearnVest, both companies sought to have financial planning be the central pillar of the company. Part of this was allowing clients the ability to digitally track progress on their financial plans.

Northwestern Mutual Life Insurance Redesign

Insurance and Investments used to be a joint section of the Client Experience. We separated the two and began designing separate detail page experiences in order to accommodate client needs.

Northwestern Mutual Disability Insurance Redesign

Northwestern Mutual's Disability Insurance experience was pretty bare bones when it came to offering up details and self-service. There wasn't much of a in-depth story being told to the client and they had to go onto the logged out nm.com experience in order to access the disability claim form.

 

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