CASE STUDY / JOHN HANCOCK

John Hancock: Humanizing Data for the Future Self
Role: Mobile Product Designer & Technologist
Focus: Inclusive Design, Behavioral Finance, React Native Component Architecture, Multilingual Wayfinding
Designed mobile retirement self-service tools in React Native, translating dense financial data into emotionally resonant guidance while introducing bilingual paths for multilingual families.
01 / CORE PROBLEM
The fragmented experience didn't encourage clients to maximize their employer contributions.
Navigating retirement portfolios is fraught with cognitive avoidance. American workers frequently found compound interest calculations, contribution percentages, and asset allocations intimidating and disconnected from day-to-day realities. Furthermore, millions of Spanish-dominant workers faced severe systemic exclusion due to the absence of culturally considered, native-language support.
OPPORTUNITIES / AREAS OF FOCUS IN THE USER JOURNEY
02 / JOURNEY IMPROVEMENTS
Making the experience actionable to increase savings contributions.
Visualizing the future
Grounded interaction design in behavioral finance heuristics. Replaced static data grids with interactive contribution sliders that translated complex percentage adjustments into tangible future income and lifestyle projections.

Making information accesible
Grounded interaction design in behavioral finance heuristics. Replaced static data grids with interactive contribution sliders that translated complex percentage adjustments into tangible future income and lifestyle projections.

Incentivising contributions
Framed contribution increases around concrete future lifestyle outcomes, helping users visualize the direct value of maximizing employer matches.

03 / BUSINESS IMPACT
The Solution & Business Impact
2022 MobileWebAward
INDUSTRY ACCOLADE
Won the 2022 MobileWebAward for “Best Financial Services Mobile Application”.
2.6 to 4.6 stars
CUSTOMER VALIDATION
Transformed customer sentiment on app stores, elevating the rating from a 2.6 baseline to 4.6 stars.
© 2026 Ed Sanchez
Creative technology. Human-centered design.

