Barbara Price.
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Platform · Lifetime Moments

Consolidated two outdated platforms into one — and opened 400K+ new accounts in 90 days.

400K+

New accounts within 90 days of a visit

3M+

Unique visitors reached

+4%

User engagement

01

Executive summary

Strategic leadership in the Lifetime platform redesign replaced an underperforming dual-platform system with a single modern, scalable solution — improving navigation and personalization, and driving significant gains in engagement, reach and business outcomes.

02

Business context

The Lifetime Moments experience platform had an outdated interface that failed its diverse user base — customers couldn't find what they needed, and there was no personalization or recommendations. Technical limitations also made it hard for product teams to iterate quickly and improve the experience.

03

My role & scope

  • — Director of UX Design, 2020–2021 — strategic design leadership for the redesign
  • — Led a team of 4 designers with close support from content strategy and user research
  • — Served on the strategic leadership team with senior leadership, product managers, engineers and customer service

04

Key decisions

Consolidate, don't patch

Made the case to replace the underperforming dual-platform system with a single modern, scalable, reusable platform — cutting the maintenance burden and creating a foundation for future growth.

Build measurement in

Redesigned with built-in analytics and personalization from the start, so the team could understand user behavior, tailor recommendations and drive new account openings.

Let customers steer

Partnered closely with the client advisory board — moderated sessions produced real-world insights and user metrics that directly fed design direction.

05

Approach

  1. 1. Facilitated design-thinking workshops and design sprints with senior leadership, product, engineering and customer service
  2. 2. Ran comprehensive user research and user testing to identify pain points and gather feedback
  3. 3. Validated concepts with the client advisory board through moderated sessions that supplied user metrics
  4. 4. Developed a modern, modular design system for flexibility and scalability, with clearer navigation, fewer steps, personalization and improved accessibility and mobile optimization

06

Results

  • ✓ Facilitated the opening of over 400,000 new accounts within 90 days of a user's site visit
  • ✓ Expanded reach to over 3 million unique visitors
  • ✓ Increased user engagement by 4%
  • ✓ Delivered a simpler, more intuitive interface with personalization, tailored recommendations and reminders
  • ✓ Equipped teams with robust analytics to track usage and potential prospects

07

Selected visuals

Before: Lifetime Moments desktop page with featured lifetime moments and family and home topics
Before · Lifetime Moments desktop experience
After: Planning for college experience with featured articles, college savings account guidance and application resources
After · Planning for college experience

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