Nest Modules
Reusable flows for insurance & wealth
Role
Design Lead /
UX Manager
Dates
2024 - present
Canada Life offers multiple products, each with unique user interfaces and flows. This inconsistency led to fragmented experiences, higher development costs, and accessibility challenges. To address this, we initiated a design system project focused on creating reusable modules that deliver consistency and scalability.
Impact
Efficiency: Saves time, money, and resources, centralizing updates for design and development.
Compliance: Adhere to WCAG accessibility standards; legal and compliance approval.
Scalability: Future updates propagate automatically across all products.
Clarity and simplicity: Each section of the flow is clear, understandable, and uses consistent language.
Familiarity for multi-product users: A unified experience reduces cognitive load and improves trust.
Approach
Audit current experiences: Reviewed existing flows across Insurance and Wealth products.
Requirements gathering: Engaged stakeholders and business leads to align on priorities and constraints, define functional and compliance needs.
Collaborative design: Held conversations with other designers to align on best practices.
Modular architecture: Designed flexible components that adapt to different product contexts while maintaining consistency.
Beneficiaries module
The original plan was to deliver a single centralized module across all products. However, legal and compliance variations between insurance and wealth were quite complex.
With this discovery, the team made the decision to duplicate the module and create unique experiences for insurance and wealth. Though not ideal, this solution still provides centralization streamlined to both pillars.
Feedback & iteration
Usage metrics: Tracked adoption rates and performance across products.
Implementation support: Partnered with product engineering teams for seamless integration.
Enhancement requests: Captured feedback for continuous improvement and scalability.
Modules thus far
Address form - Generic
Long form address collection with international, P.O. Box and rural route options baked in
Address form - Canada Post
Advanced autocomplete search method to collect verified international address data
Banking info
Collection and review of banking information
Beneficiaries
Collection of successor, beneficiary and trustee information for insurance and investment products
Results
Delivered a centralized design system with reusable modules.
Reduced design and development duplication.
Improved time-to-market for new features.
Working to achieve full WCAG compliance and legal approval.
Pre-authorized Contributions
One-time or recurring transfer of a set amount of money from your bank account into an investment or savings plan.
Privacy consent
Centralized, legal and compliance approved privacy content, presented consistently
Thought leadership
Centralized article content, presented consistently in card groupings via tagging
Date picker
Personal details
Phone number
Next steps
Conduct regular stakeholder reviews to understand product roadmaps and what new modules could improve workflows.
Expand the design system to cover additional flows and modules.
Continue to monitor usage and feedback for iterative improvements.