Helping users understand where their money goes
Helping users make better financial decisions by providing insight on spending habits
This is just a brief overview of this project. Contact me for a full case study.
Overview
Led the design of a spending insights experience that helps customers understand where their money goes. Aligned multiple teams to consolidate overlapping products into a single, more coherent experience.
The problem
Customers struggled to understand their spending patterns and identify opportunities to save. While Chase had early concepts for spending trends and insights, the experience lacked clarity around what “spending” meant, how transfers and payments were handled, and how different accounts should be considered together.
At the same time, multiple teams were independently building similar experiences, creating risk of duplicated effort, fragmented UX, and wasted resources.
My role
Product designer partnering closely with product, user research, engineering, and data as well as another designer working on a parallel product. I led workshops to align multiple teams around a unified solution.
The solution
I helped design a spending insights experience grounded in how people actually think about their money.
Impact
- Clarified how spending insights should be calculated, categorized, and presented
- Prevented duplicated product efforts by aligning two teams around a shared solution