My Works

Checkout my latest and creative works.

Acquisition Journeys: Advisor shopping experience

Assessing 7 key J.P. Morgan Wealth Management acquisition journeys in the Chase Mobile® app to identify opportunities for enhancing the user experience and boosting conversion rates for affluent prospects.

Client
J.P. Morgan Wealth Management
Role
Senior Product Designer
Year
2023
service
Uncovered 132 gaps and synthesized into 5 themes to orient 2024 acquisition optimization roadmap.

Public Website Re-design on Chase.com

Rebranding J.P. Morgan Wealth Management landing pages on Chase.com to enhance user engagement, ensure consistent brand messaging, speed up launch timelines, and address customer concerns about service clarity and brand coherence.

Client
J.P. Morgan Wealth Management
Role
Senior Product Designer
Year
2021-2023
service
8% YOY increase in digital account openings since 2023. 34% increase in lead generation for financial advisor products via form submissions.

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