Compare Accounts

San Francisco, California

MY ROLE

Lead UX Designer


project overview

Redesigned the current Checking compare pages for a full responsive experience

TEAM PLAYERS

Coordinated design reviews with our UX Director, eCAT, dev, and marketing for additional insight

 
 
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what

  • Create from the current content and develop a scope for new integrations

who

  • Marketing and Design to work closely in order to represent the products with effective visibility including legal and ADA considerations

why

  • Current experience is lacking in consistency especially when there are varying numbers of accounts to view

  • Want to pull each product forward in a clear and consistent manner

Goals

  • Develop a new experience that helps customers more clearly assess the comparable accounts

  • Create a tool that enables side x side viewing to emphasize feature value within accounts

How

  • Partner with marketing, product, design, development, and eCAT to enable an experience that meets user needs

  • Establish roadmaps for conceptualization, reviews, approvals, and delivery

 
 
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The Challenge

identify

  • Developed redesign strategies to create a better compare experience for Chase Checking accounts

define

  • Understood technical capabilities to inform the layout, UX functionality, ADA considerations, and content

Key partners

design

  • Created a new module for side by side compare - accommodate more focused view for cross comparison amongst larger numbers of account options (responsive)

eCAT

  • Identified color restrictions to accommodate all users

marketing

  • Collaborated with marketing to understand priorities in content presentation

Development

  • Produced assets for page deliverables and coordinated desk checks with dev team

 

My role

concept & iteration

  • Led the design process from conceptualization to hi-fidelity layouts

design

  • Produced lo and hi-fidelity layouts for production

The solution

delivery

  • Created an experience that introduced a new modular compare feature, created more hierarchy within page layout, and used informed strategy through cross team collaborations

 
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before redesign

 
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sketches

 
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low upgrade

medium upgrade

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journey flow overview

 
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landing page

 
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selected

 
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on hover

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accounts selected to compare

 
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mobile

 
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current desktop experience

 
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current mobile experience

 
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Customer review experience

Viewing for desktop and mobile upon request

 
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Open Account Feature

San Francisco, California

MY ROLE

System management and designer


project overview

Create a persistent sticky footer functionality that will enable users to choose and select the option to open an account

TEAM PLAYERS

Design, eCAT, Development

 
 
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The Challenge

identify

  • Create a new feature to open accounts. How can we gain more visibility to account originations beyond hosting them on standalone pages

Define

  • Developing an experience that is intuitive, as non-invasive as possible, and one that adheres to our current visual language and strategy

Key partners

design

  • I led the design process from conceptualization, storyboards, and through user flow layouts. I also worked with a motion designer to develop the interaction. Coordinated check-ins with our UX Director and other designers took place on a regular basis

eCAT

  • Worked with accessibility to understand parameters considering visual colors, motion, etc.

development

  • Produced assets for page deliverables and coordinated desk checks with dev team

 

My Role

Concept & Iteration

  • I led the design process from conceptualization, storyboards, and through user flow layouts.

collaboration

  • I coordinated design reviews with our motion designer, UX Director, eCAT, dev, and marketing for additional insight.

development

  • Produced lo and hi-fidelity layouts for production

  • Provided redlines for development teams

The solution

  • Developed designs through to product for both prospective account holders and pre-qualified customers

 
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storyboard

 
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single account

 

Default

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Hover

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multi-account selection

 

Default

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Multi drop-down

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ATM Locator

San Francisco, California

View live experience

MY ROLE

Lead UX Designer


project overview

Redesign the current ATM locator landing and detail pages with support of external agency

TEAM PLAYERS

Design, Placeable (vendor)

 
 
Design needs.png
 

The Challenge

define

  • Create an experience that leverages from existing styling materials.

  • Work closely with vendor to host pages on their platform. Establish clear style guides for external group and understand possibilities and limitations on their development end.

Key Partners

design

  • I worked closely with another designer to create wireframes, style guides, deliverable assets, and layouts. We maintained regular check-ins with our UX Director to adhere to design requirements

vendor (placeable)

  • Produced style guides and delivery assets to partnering vendor.

 

My role

concept & iteration

  • My design partner and I lead various efforts within the project to present concept features and page iterations for the project asks

deliverables

  • Produced lo and hi-fidelity layouts for production

  • Provided redlines for the vendor

The solution

  • We created 4 total pages which included a newly introduced ATM search module, overview page, and 3 detail and result pages. Both visual and interaction aspects were taken into consideration when delivering the final product

 

before

 

Homepage

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Available ATMs

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Location details

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Directions

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Detail interstitial

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locator module

 
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desktop

 

Default

 
ATM locator.png
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Choose state

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Select ATM location

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Location details

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mobile

 

Default

 
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Search by state

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Locations

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Detail view

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