Accelerate towards your goals

JPMC Design Objectives

• Enhance Customer Journey: Map and refine end-to-end customer journeys from discovery to onboarding and management.

• Seamless Integration: Incorporate banking and advisory services into a cohesive experience.

• AI-Driven Insights: Implement digital advisory tools powered by AI for personalized portfolio recommendations.

• Ease of Use: Simplify complex processes like risk management and investment origination.

• Visual Cohesion: Deliver an intuitive, visually appealing dashboard that centralizes investment management.
  
  

My Role & Responsibilities

As the UX Design Lead, I was responsible for the creative and technical execution of this multi-faceted project. My contributions included:

1. Creative Direction

   • Shaping the overarching vision for the project, ensuring alignment with the business and user goals.

   • Collaborating with cross-functional teams to harmonize design, development, and business strategies.

2. User Experience Design

   • Designing intuitive iOS user experiences that cater to a broad spectrum of investor profiles.

   • Developing robust information architecture to streamline navigation and product discovery.

3. AI & Advisory Integration

   • Conceptualizing and prototyping digital advisory tools that leverage AI to provide real-time insights and recommendations.

4. Streamlined Onboarding

   • Creating a simplified onboarding flow that reduces friction and increases client adoption rates.

5. Risk Management Settings

   • Designing easy-to-use interfaces for setting and adjusting investment risk preferences.

6. Research & Testing

   • Conducting usability tests and gathering feedback to iteratively improve design decisions.

   • Analyzing customer data to identify pain points and opportunities for innovation.

7. Leadership & Collaboration

   • Managing a multidisciplinary design team to deliver cohesive solutions on time and within scope.

   • Partnering with engineering teams to ensure feasibility and successful implementation.

8. Technical Development Support

   • Translating complex requirements into actionable design documentation.

   • Facilitating communication between technical and non-technical stakeholders.
     
     

Outcomes & Impact

• Integrated Dashboard: Delivered a unified platform where customers can manage banking and investment products seamlessly.

• Personalized Advisory Tools: Implemented AI-driven insights, increasing customer confidence and engagement.

• Simplified User Flows: Reduced onboarding friction, leading to improved adoption metrics.

• Enhanced Risk Management: Made complex settings approachable, empowering users to make informed decisions.