WORKSHOPS
Co-Designing the Saving Simulation Experience
COMPANY
Artefact
YEAR
2025
Amundi set out to redesign its investment simulation tools to make them more intuitive, engaging, and adaptable across different markets. The ultimate goal was to create a “Saving Simulator Builder” a modular framework allowing the creation of customized simulation tools, while leveraging a library of reusable components.
Workshops 1 and 2 were designed to co-build this vision with key stakeholders (Digital Makers, UX designers, Product Owners) in a collaborative and iterative way.
Timeline
2 weeks to organize the two workshops and the feedback session.
Background
Amundi’s existing simulators were perceived as too rigid, not user-friendly, and hard to adapt to local market constraints. The project had two key ambitions:
1. Streamline the user experience for both advisors and end-clients
2. Standardize simulator architecture while keeping the flexibility to meet country-specific requirements
The workshops focused on introducing a “vertebrae logic”, where simulators are built from interchangeable functional blocks.
I played an active role in every phase, ensuring an optimal user experience at every stage.
User research & scoping
We conducted an in-depth audit of Amundi’s existing simulators and gathered insights from advisors to uncover usability issues and strategic constraints. This allowed us to define clear user needs and align project goals.
Building user flows
We co-created user journeys around a three-phase simulation model: teaser, questionnaire, and results. These flows were iterated based on UX principles like clarity, trust, and ease of onboarding.
Designing the simulator interaction
We developed modular wireframes and interaction logic using Amundi’s design system. We also explored front-end and back-end workflows to ensure the simulator could support dynamic scenarios and data inputs.
Visual QA and iteration loop
Throughout both workshops, we held feedback sessions with the Digital Makers, Product, and Tech teams to iterate on design, validate feasibility, and refine the system architecture collaboratively.
Each simulator becomes a custom assembly of shared components, reducing dev time and enabling fast localization.
Modular simulation builder
A toolkit composed of reusable blocks, allowing the creation of flexible simulators tailored to market-specific constraints and goals.
Customizable interaction paths
The system supports multiple flows depending on user goals (e.g., retirement, tax optimization), with dynamic parameters and adaptable logic.
Scalable architecture
A front-to-back modular design that streamlines development while maintaining UX consistency across products and geographies.
A clear and validated functional + technical blueprint for the Saving Simulator Builder.
Structured roadmap in three steps
1. Define and finalize templates
2. Develop a block/component library
3. Launch pilot on priority market (e.g., France or Italy)
Stakeholder alignment
The builder is prepared for rollout in 2025, with strong potential for integration into broader tools like the Amundi Suite and AI-powered features.
Launch-ready foundation
Solid foundation to integrate upcoming Amundi Suite innovations (e.g., AI Assistant or collaborative modules).