RESUME            ABOUT

JPMorgan Chase Financial Health





Chase Consumer Banking: Spending budget and autosave goals tools for mobile apps (iOS, Android) and Chase.com (RWD)

Chase Spending Budget
Chase Autosave Goals

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Senior User Experience Designer
Design strategy, UX/UI design, design system, user testing, ADA & WCAG

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Background
Chase introduced new features, spending budget and saving goal tools to empower customers, providing them with enhanced clarity and confidence to make informed financial decisions. We aimed to grant them control over their money and foster their savings accounts.

User needs
Target customers were low and moderate income individuals who rely on their continued income to spend and maintain their lifestyle.

During reseaching, we found that users preferred essential information, streamlined details, limited to topline information, minimized ambiguity, and a concentrated emphasis on “what matters” when it comes to financial management.




Research
What we heard from the exsiting Chase customers were:


They also expressed a strong need for a tool that not only displayed their remaining spendable funds but also facilitated swift decision-making and encouraged behavior changes conductive to saving money.



Daily pacing
We developed a daily pacing feature. This feature showed how much they can spend each day to stay within their budget–the daily expenditure limit required to adhere to their budgetary allocations.




The budget wheel visualizaton explorations


The creation of a real-time visualization was challenges, as banking isn’t just numbers for them. It’s about the emotional relationship between them and their money.

We ensure that the tool aligns with the Chase Design System, ADA & WCAQ guidelines, as well as Chase tech constraints.




Final design for budget

JPMorgan Chase Financial Health videos:
Spending budget  |  Autosave goals


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Mark


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