Investment Summary page on the Chase mobile app
Launched in 2025, with continuous enhancements through 2026, the Investment Summary account page on the Chase mobile app was designed to give users a clear, actionable understanding of their investment holdings. The experience was grounded in the Jobs-to-Be-Done framework, Voice of Customer insights, and extensive research findings to identify the most critical information and tools users needed to accomplish their goals. These insights directly shaped the structure, hierarchy, and interaction patterns—ensuring the experience surfaced what mattered most while remaining intuitive, scalable, and production-ready.

Role: Lead UI Designer
Owned the UI design process from early prototyping through final delivery of production-grade wireframes. Worked in close partnership with the product owner, engineers, content writer, research analyst, and leadership team to translate user needs, business goals, and research insights into a refined, launch-ready experience aligned with Chase’s broader design system and product vision.