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Client Education & Retention

Clients whose retirement money landed with us through a job change didn't choose us and had no reason to trust us. The organization wanted a warning modal. I ran 1,500 participants through two scenarios to find out whether warnings work. They don't — and the reason reshaped how we think about retention.

Inspira Financial Lead Product Designer · Research lead 2024 — 2025 1,500 participants
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