Digital Reach is a platform used by over 75,000 financial advisors across Canada to send content to their clients. When their clients receive this content, they view it in the DIGITALREACH content viewer. The viewer used to only house PDFs and videos, but now that advisors need to send out HTML and other types of interactive content, it needed an update.
product design lead
I led the redesign for the DIGITALREACH content viewer. I worked alongside an agile team of developers, a business analyst and a product manager.
The DIGITALREACH content viewer has been around for a while. Its primary role was to allow advisor's clients to view PDFs in a branded viewer. The problem was it didn't even do that very well.
Before we started designing anything, we reached out to our users to give us some feedback on the existing content viewer - what they liked, what they hated, and what they wanted it to do. Based on their feedback and our business goals, this is what we decided to focus on:
A content agnostic viewer allows the user to view any type of content with ease:
The content viewer also worked beautifully on larger screen sizes:
Sometimes details can get lost in translation from the initial design phase to shipping time. However, the revamped content viewer is definitely not one of those times. I was really happy how the development team incorporated my designs. Plus, even though we had to remove some of the future state bells and whistles (for now), I think the content viewer really holds its own and provides an excellent viewing or reading experience for any user.
Check it out for yourself: Visit a sample of the Content Viewer
We even incorporated a walkthrough for launch, so the user was properly onboarded as to how to user the viewer
Overall, the content viewer redesign was a huge success. We received numerous compliments from our clients, and when our clients tested the new designs among their users, they received a lot of really encouraging feedback. The viewer is still being improved upon day by day, but I'm happy that our team was able to make such a positive change in a really short amount of time.