Jenius Bank's Mobile-first Dashboard and "Evolved"/PFM Tools
Jenius Bank’s web platform is a mobile-first, responsive React application built to replace a third-party vendor solution that initially enabled speed to market. The strategic shift to an internally owned platform gave us full control over data, architecture, and experience—unlocking the ability to deliver a more cohesive, scalable, and customer-centric product with fewer external constraints.
Design began in early 2024, with a full launch in May 2025 serving 250K+ customers.
This was a highly visible, enterprise-level initiative spanning Product (Deposits, Loans, Technical PMs), Program Management, Engineering (architecture, middleware, front-end), Data, Legal, Risk, Compliance, InfoSec, and Design. The core web team included 30+ engineers, 5+ PMs, and 2 designers (including myself) working across multiple time zones in a remote setting.
As lead designer for the year-long 0→1 build, I partnered closely with one additional designer in a mentor-mentee model while embedded across cross-functional pods. Beyond driving end-to-end UX and UI, I helped define ways of working for a fast-moving, parallelized build—including design system foundations, roadmap dependencies, and cross-team alignment.
- Radical transparency in design direction and trade-offs
- Asynchronous-first collaboration to reduce meeting overhead
- Low-ego critique culture and cross-functional trust
- Strong advocacy for research-informed, data-driven decision making
- Clear user-centered principles as the north star
Over 3+ years at Jenius Bank, I led the evolution of the web experience from foundational architecture to scaled customer journeys. The work below represents designs I created in close partnership with product, engineering, and design collaborators. Some of my achievements and responsibilities can be found on my résumé here.
Jenius Bank Dashboard Designs
Key Big Business and User Wins
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 and understanding user expectations to bigger research efforts like a usability test on a hi-fidelity prototype.
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
Jenius Bank "Evolved" Designs
We were truly committed to creating accessible experiences at Jenius Bank. In our design work we aimed to meet the WCAG 2.2 standard on both the AA and AAA level. Above is an example of design-documented reading order, aria labels, landmarks, titles/headers, and button markers for our development team.
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)
