Endowus Income — Retirement Planning Tool
Product Design, UX, Fintech
Endowus
Lead Product Designer
Endowus wanted to launch a retirement planning product targeting Singaporeans aged 35-55 — a demographic that traditionally finds financial planning intimidating. The existing wealth platform was built for sophisticated investors, not everyday users planning for retirement. The challenge: make CPF, SRS, and investment projections feel approachable without dumbing down the data.
• Conducted 25 in-depth interviews with users aged 35-55 across income brackets ($4K-$20K/month) • Created 3 user personas: "The Anxious Planner," "The Ignorer," and "The Maximizer" • Ran a 2-week design sprint with product, engineering, and compliance stakeholders • Prototyped 4 interaction models for income projection — tested with 50 users in unmoderated Maze tests • Iterated based on feedback: switched from complex projection tables to a simple slider + milestone timeline • Designed 40+ screens across Web and Mobile — full design system documentation in Figma
• Launched in 12 weeks — fastest product launch in Endowus history • Onboarding completion rate: 78% (vs. industry avg 45%) • $80M AUM growth in first quarter post-launch • NPS score of 72 — highest among all Endowus products • Featured on The Straits Times and Fintech News Singapore
Tools: Figma, Miro, Protopie, Notion, Hotjar
