Helping users understand their total net worth

Led the design of a net worth experience that helps customers understand their full financial picture across Chase and external accounts, driving adoption of account aggregation at scale.

Customers often hold accounts across multiple financial institutions, making it difficult to understand their true financial picture. Customers struggled to see the value of account aggregation because external accounts lived separately and lacked context alongside their Chase holdings.

Without a clear way to view assets and liabilities together, customers were less likely to adopt aggregation and trust the experience.

Lead designer for the web experience, owning end-to-end design from early concepting through launch and iteration. I worked closely with product, engineering, user research, and content partners across multiple teams, and contributed to a newly rolled out design system. I took over the mobile experience in the middle of the project.

I designed a Net Worth Overview that brings internal and external accounts together into a clear, unified view of assets, liabilities, and net worth.