double entry points for the most direct user journey

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After the successful Investment Summary page redesign, we set our sights on revamping the estimated target balance experience. A client can see the exact cost of their target balance through estimated monthly or one-time contributions. This interactive experience shows easily digestible information through charts and scales. The transparency helps the investor make an informed decision before transferring money.

Partners

  • Investment Summary product owner

  • Researcher

  • Designer

  • BSA + scrum team

  • Legal

Approach and results

The Investment Summary landing page’s upper right area is optimal real estate: it’s hard to miss the two entry links to the Change my Contribution and Target Balance pages.

  • Research determined the information hierarchy. We discovered that investors want to see as much information as possible while deciding monthly contribution amounts and target balances.

  • The designer and I had several iterations that went through user testing.

    • A couple of design constraints for legal disclaimers and the numbers. We had to be mindful of how to display that necessary information while adhering to Chase’s simple and minimal aesthetic.

    • A first draft had the Duration of your investment over years chart spanning across the entire page, with the meter, contribution, and target balance fields below.

    • However, left to right ultimately made the most visual sense. The investor can immediately see the meter at the top left, which changes depending on the numbers they enter in the fields.

The investor decided their numbers and chose the blue Continue button. They’re taken to the Transfer Money page, with drop-down menus to customize account transfers and their frequencies.

content design

  • Webex’s Content Design team

    • introducing Webex’s voice and tone

    • updating Webex’s voice and tone

    Momentum Design System

    • creating a content design system

    • implementing a content-ready checklist for designers

    Write Like Webex

    • supporting and rolling out Webex’s gen AI writing tool

ux writing

  • Control Hub

    ⭐ revamping and restructuring organization settings

    ⭐ creating a Getting Started guide

    ⭐ crafting a gamified security coach

    Partner Hub

    ⭐ revamping and restructuring organization settings

    ⭐ creating a Getting Started guide

    ⭐ crafting a gamified security coach

    Contact Center for admins

    ⭐ revamping and restructuring organization settings

    ⭐ creating a Getting Started guide

    ⭐ crafting a gamified security coach

    Cisco Unified Identity

    ⭐ revamping and restructuring organization settings

    ⭐ creating a Getting Started guide

    ⭐ crafting a gamified security coach

  • Business & Commercial Banking

    ⭐ building a new one-stop shop

    ⭐ redesigning a product due diligence questionnaire

    ⭐ simplifying technical error messages

    ⭐ humanizing technical help & support guides

conversational
design

content strategy

product copywriting