Crafting user-friendly error messages
In May 2023, the financial services company I worked for adopted a new financial planning vendor software. To help branch teams migrate their data from the old system to the new one, my product team was tasked with creating a migration tool. This effort involved creating new error messages to inform and guide users in case something goes wrong with our migration tool.
Note: Some details and images are not included or have been redacted for privacy reasons
December 2022 - April 2023
UX content strategist (me), UX designer, product owner, business analyst, developers
Mural, Figma, Zeplin
We’ll know this is true when we see branch teams taking the appropriate next steps.
What I did
One of the prototypes we created