Top 5 US Bank
Spend + Save
I worked alongside the internal design team to translate two business requests into responsive experiences that support customers’ financial health.
Industry
Banking & finance
Agency
CapTech Consultancy
My Role
Lead product designer
Tools
Figma, Sketch
Disciplines
Android app design
iOS app design
UX/UI design
Visual design
User flows
Top 5 US Bank
Spend + Save
I worked alongside the internal design team to translate two business requests into responsive experiences that support customers’ financial health.
Industry
Banking & finance
Agency
CapTech Consultancy
My Role
Lead product designer
Tools
Figma, Sketch
Disciplines
Android app design
iOS app design
UX/UI design
Visual design
User flows
Top 5 US Bank
Spend + Save
I worked alongside the internal design team to translate two business requests into responsive experiences that support customers’ financial health.
Industry
Banking & finance
Agency
CapTech Consultancy
My Role
Lead product designer
Tools
Figma, Sketch
Disciplines
Android app design
iOS app design
UX/UI design
Visual design
User flows
Ask
A mobile-first guide
When an enterprise decision was made to adopt a new design system, the client asked me to... Refine and finalize the digital spend and save experiences and migrate them to the new system. Develop an engaging, interactive customer experience that drives transparency and builds customer confidence and trust. Provide a clear, easy-to-navigate customer journey from awareness to education to action.
Ask
A mobile-first guide
When an enterprise decision was made to adopt a new design system, the client asked me to... Refine and finalize the digital spend and save experiences and migrate them to the new system. Develop an engaging, interactive customer experience that drives transparency and builds customer confidence and trust. Provide a clear, easy-to-navigate customer journey from awareness to education to action.
Ask
A mobile-first guide
When an enterprise decision was made to adopt a new design system, the client asked me to... Refine and finalize the digital spend and save experiences and migrate them to the new system. Develop an engaging, interactive customer experience that drives transparency and builds customer confidence and trust. Provide a clear, easy-to-navigate customer journey from awareness to education to action.
Approach
Transition. Observe. Iterate. Refine.
Updating old Sketch mobile screens, migrating and rebuilding them in Figma to align with enterprise-wide tool adoption. Conduct competitive analysis to help define changes to the in-app financial health feature set. Iterative user interface design, leveraging established design patterns and styles.
Approach
Transition. Observe. Iterate. Refine.
Updating old Sketch mobile screens, migrating and rebuilding them in Figma to align with enterprise-wide tool adoption. Conduct competitive analysis to help define changes to the in-app financial health feature set. Iterative user interface design, leveraging established design patterns and styles.
Approach
Transition. Observe. Iterate. Refine.
Updating old Sketch mobile screens, migrating and rebuilding them in Figma to align with enterprise-wide tool adoption. Conduct competitive analysis to help define changes to the in-app financial health feature set. Iterative user interface design, leveraging established design patterns and styles.
Sketch to Figma component library migration and refinement.
Sketch to Figma component library migration and refinement.
Approach
Collaboration
I worked closely with the internal design team, digital product managers, and line-of-business leaders to develop high-fidelity user flows for the spend and save features in their mobile banking app. Stakeholder reviews of evolving interface designs
Approach
Collaboration
I worked closely with the internal design team, digital product managers, and line-of-business leaders to develop high-fidelity user flows for the spend and save features in their mobile banking app. Stakeholder reviews of evolving interface designs
Approach
Collaboration
I worked closely with Wells Fargo’s design team, digital product managers, and line-of-business leaders to develop high-fidelity user flows for the spend and save features in the Wells Fargo mobile banking app. Stakeholder reviews of evolving interface designs
Iterative user interface design
Iterative user interface design
Spend feature key screens
Spend feature key screens
Save feature key screens
Save feature key screens
Results
A streamlined experience...
A self-service tool for customers to create and track savings goals and spot budgets, monitor discretionary spending and cash flow, and receive predictive banking insights, auto savings and/or deposit transfers.
Results
A streamlined experience...
A self-service tool for customers to create and track savings goals and spot budgets, monitor discretionary spending and cash flow, and receive predictive banking insights, auto savings and/or deposit transfers.
Results
A streamlined experience...
A self-service tool for customers to create and track savings goals and spot budgets, monitor discretionary spending and cash flow, and receive predictive banking insights, auto savings and/or deposit transfers.
Sample flow: Create a savings goal
