Project 1
RESP Onboarding & Parent Research Strategy
A confidential financial product research and strategy case study focused on onboarding clarity, parent confidence, and evidence-based product decisions for Canadian families.
- What I worked on
- UX research planning, usability testing, survey thinking, funnel interpretation, concept exploration, stakeholder communication, content clarity, and product recommendations.
- Why it matters
- Financial onboarding is not only about forms. It is about trust, clarity, and helping parents feel ready to make decisions about their family's future.