Wells Fargo
Spend & Save
I worked alongside the Wells Fargo internal design team to translate two business requests into responsive experiences that support customers’ financial health.
Industry
Top 5 US Bank
Agency
CapTech Consultancy
My Role
Lead Product Designer
Tools
Figma, Sketch
Disciplines
UI design
Visual design
User flows
Wells Fargo
Spend & Save
I worked alongside the Wells Fargo internal design team to translate two business requests into responsive experiences that support customers’ financial health.
Industry
Top 5 US Bank
Agency
CapTech Consultancy
My Role
Lead Product Designer
Tools
Figma, Sketch
Disciplines
UI design
Visual design
User flows
Wells Fargo
Spend & Save
I worked alongside the Wells Fargo internal design team to translate two business requests into responsive experiences that support customers’ financial health.
Industry
Top 5 US Bank
Agency
CapTech Consultancy
My Role
Lead Product Designer
Tools
Figma, Sketch
Disciplines
UI design
Visual design
User flows
Ask
A mobile-first guide
When an enterprise decision was made to adopt a new design system, Wells Fargo asked CapTech to... Refine and finalize the digital spend and save experiences and migrate them to the new system. Develop an engaging and interactive customer experience that drives transparency and improves customer confidence and trust in Wells Fargo. Provide a clear and easily navigated 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, Wells Fargo asked CapTech to... Refine and finalize the digital spend and save experiences and migrate them to the new system. Develop an engaging and interactive customer experience that drives transparency and improves customer confidence and trust in Wells Fargo. Provide a clear and easily navigated 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, Wells Fargo asked CapTech to... Refine and finalize the digital spend and save experiences and migrate them to the new system. Develop an engaging and interactive customer experience that drives transparency and improves customer confidence and trust in Wells Fargo. Provide a clear and easily navigated 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.
Iterative user interface design
Iterative user interface design
Transition. Iterate. Refine.
I collaborated with Wells Fargo’s design team and worked closely with 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
Transition. Iterate. Refine.
I collaborated with Wells Fargo’s design team and worked closely with 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
Transition. Iterate. Refine.
I collaborated with Wells Fargo’s design team and worked closely with 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
Results
A user-friendly record keeping tool
I designed the coaching portal to be as simple as possible, drawing inspiration from Blue’s Clue’s “handy dandy notebook,” four key screens: Schedule, Classes, Sessions and Participants. The result— a streamlined experience that simplifies attendance taking, the ability to send messages to participants’ parents, view upcoming classes, and streamlines data entry.
Results
A user-friendly record keeping tool
I designed the coaching portal to be as simple as possible, drawing inspiration from Blue’s Clue’s “handy dandy notebook,” four key screens: Schedule, Classes, Sessions and Participants. The result— a streamlined experience that simplifies attendance taking, the ability to send messages to participants’ parents, view upcoming classes, and streamlines data entry.
Results
A user-friendly record keeping tool
I designed the coaching portal to be as simple as possible, drawing inspiration from Blue’s Clue’s “handy dandy notebook,” four key screens: Schedule, Classes, Sessions and Participants. The result— a streamlined experience that simplifies attendance taking, the ability to send messages to participants’ parents, view upcoming classes, and streamlines data entry.
Results
A streamlined experience...
that simplifies attendance taking, the ability to send messages to participants’ parents, view upcoming classes, and streamlines data entry.
Results
A streamlined experience...
that simplifies attendance taking, the ability to send messages to participants’ parents, view upcoming classes, and streamlines data entry.
Results
A streamlined experience...
that simplifies attendance taking, the ability to send messages to participants’ parents, view upcoming classes, and streamlines data entry.
