The Jenius Bank web platform is a mobile-first and responsive React application. The goal of the company was to replace an 3rd-party vendor, who provided our previous web banking experience to bring us to market. The internally built application 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.
Timeline and Audience
The project began early 2024 on the design-front and launched May 2025 for 250k+ Jenius Bank customers.
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 were to foster transparency, have no ego in my work, keep open lines of communication (async being one of the most important without going into meeting-mania), and always advocate for user research + data-driven decision making, and creating user-centered designs as our north star.
About My Work
During my 3+ years at Jenius Bank and as a VP, UI/UX Designer primary leading the web platform, some of my achievements and responsibilities can be found on my résumé here.
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.)
Key Big Business and User Wins
Jenius Bank Dashboard Designs
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)
