Clarifying Trianon’s client portal to make occupational pension management easier

How do you turn a fairly technical occupational pension interface into a simple tool that reassures people and helps them take action? Trianon wanted to transform its client portal to better support insured members, by making their pension assets easier to understand and the next steps clearer.

Client

Sector

Finance

Services

Audits & User Tests

Product strategy

Our Approach

Understand business constraints before redesigning the experience

We started by analysing the existing module and the specific challenges tied to occupational pension management. The goal was to capture the expectations of insured members - who are often not pension experts - as well as the business constraints, to build a solid foundation for the redesign.

Create a clear, shared view of the journeys to improve

Wireflows helped structure the key journeys and main screens, aligning teams on the steps that needed attention. This end-to-end view made it easier to prioritise the work and to secure decisions early in the project.

In complex environments, visualising journeys helps align stakeholders quickly.

Iterate through design to keep improving

Screens and interactions were designed iteratively, in close collaboration with the client. Concepts were tested along the way with a wide range of users - both experts and non-experts - to ensure strong comprehension and usability.

Build a consistent visual world in service of clarity

We carried out dedicated work on the module’s visual language to reconcile Trianon’s requirements with those of its main client. The objective: an interface that feels clear, reassuring and aligned with sector expectations.