01 · Financial services · Enterprise AI
Shipped enterprise platform experienceEmpower Plan Service Center
Designing explainable AI for retirement plan decisions.
Plan sponsors had extensive retirement-plan data but no reliable way to determine what required attention next. I aligned dashboard intelligence, navigation, Plan Performance Insights, and Digital Coach around one product principle: surface the signal, explain why it matters, and leave the final decision with the administrator.
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Read the decision story
The problem
Users managed tasks, reporting, payroll, compliance, participant behavior, and plan performance across an experience that surfaced data without consistently clarifying priority or next action.
The strategic shift
Treat PSC as an intelligent plan-management platform—not an administrative dashboard. Connect plan signals to implications, rationale, and actionable next steps.
What I drove
- Plan Performance Insight structures for plan health and participant behavior
- Navigation concepts moving from left navigation toward a mega menu
- Digital Coach interaction patterns for explainable recommendations
- Reusable cards, statuses, trends, AI callouts, and dashboard modules
Outcome
The shipped work unified three connected platform initiatives and established six reusable pattern families for cards, insights, statuses, trends, AI callouts, and dashboard modules. It also shifted Digital Coach from an authoritative recommendation model to an explainable signal–rationale–action pattern that better addressed user trust and regulated decision-making.
