The Overview page is one of the most important touch points the client encounters because it sets the tone for and kicks off the journey into the rest of the digital experience. However, Northwestern Mutual's (NM) Overview page for both Web and Mobile have not been updated since 2021, resulting in an unoptimized and out-dated experience into the broader digital ecosystem.

Initially tasked with redesigning Web Overview, my team was given much flexibility to conduct intensive discovery work to see how we could create the most impactful Overview experience for our clients. While we were able to finish our research, due to business decisions outside of our control, our scope was suddenly changed and reduced, so now our requirements shifted to overhauling the Mobile Overview page with a new primary focus on conveying NM's value to our clients.