Solution Starter
Members benefit from gaining the financial literacy that helps them achieve their goals. They want trusted support to achieve those goals and plan for a solid financial future. To do this, they need consumable product information and comparison charts that present clear concepts.
Keep it succinct and clear
- Eliminate industry jargon that complicates how we speak about products. Members aren’t necessarily looking for the detailed expertise of a professional – they just want to understand the basics enough to make informed, confident decisions.
Clean up the hierarchy so experiences are easier to consume and understand
- Simplicity doesn’t just come from clear communication. Visual design can also support clarity, structure and organization. Keep it simple!
Solve for the customer’s core issue
- Zeroing in on the exact items members need, and anticipating when they’ll need them, will further enhance our relationship. Prioritize the key areas where product information can meet this need.
Takeaways
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Next Steps
Gather a cross-functional team to discuss product education
Identify key products that would benefit from educational materials
Develop prototypes to test with a target segment
Revise, launch and continue developing more materials
