- Led creation and optimization of end-to-end designs for complex and high-trust banking flows within the web banking experience (project began early 2024, launched May 2025) for 200k+ customers. Defined UX strategy, interaction patterns, and visual direction across mobile-first core customer journeys (authentication, account management [38k+ external accounts linked across 12k users], transactions, payments & transfers [70k+], profile & settings, and support).
Mobile-first Dashboard and "Evolved"/Jenius Insights
(I led design efforts for Jenius Bank’s Evolved work-stream across web and the MVP mobile app, which focused on features such as external account linking, net worth history with asset and liability breakdowns, credit score, enhanced transactions, subscription detection, cash flow forecast, spending data, FAQs, and personalized insights across internal and externally linked accounts.)
Jenius Bank Dashboard Designs
The start of the Jenius Bank web application is a mobile-first and responsive application. The goal of the company was to replace an 3rd-party vendor, who provided our previous web banking experience. The internally built applicable allowed us to have better control of our data, experience, design, and ultimately gave us the opportunity to build a better product for our customers with much less constraints.
Stakeholders
The kickoff for the project was very high visibility for the company, including stakeholders from all different domains and work-streams, some including: Product Managers (PMs from the technical implementation, deposits and loans leaders), Program Management, Engineering (from architecture, middleware, front-end team), Data, Legal, Risk, Compliance, InfoSec, Design.
Ways of Working and Design Process
I was the lead designer on the year-long+ project and worked primarily with one other designer with in a mentor-mentee partnership during the time. Us designers generally worked on different pods (typically groups with PMs, Engineers, Designer) that totaled to 30+ engineers and 5+ PMs across the teams working in multiple time zones.
Due to the fast nature of the project and desire to keep the team in the know about upcoming designs efforts (strategy/parallel project dependencies/design system creation) as we were building the project from 0→1, having an agreed process (it wasn't perfect and we kept evolving, but we had to start somewhere) was paramount. My biggest goals within the design process was to keep transparency, communication (async being one of the most important without going into meeting-mania), research + data-driven decision making, and user-centered design as our north star.
Jenius Bank "Evolved" Designs
Integration strategy? Peek into some of the supporting visuals it takes to get alignment and buy-in from a variety of stakeholders for a multi-year planned integration project
Prototypes are a great way to share a more realistic visual and experience for stakeholders and sometimes for myself, even for something that looks as simple as loading states (this one was slightly complicated given some API-constraints)
User Research is a core part of my design process—whether if it's a small preference test like the above example where we're getting impressions on different copy to bigger research efforts like a usability test on a hi-fidelity prototype.
