Driving Customer Satisfaction with an Improved Accounts Summary Page

LACK OF VISUAL HIERARCHY

^{REDESIGN GOALS}

Make it simple, but significant

^{BRAINSTORMING}

In close collaboration with the project manager, I facilitated targeted brainstorming sessions to align on product goals and user needs. Together, we explored and evaluated multiple design strategies to identify the most effective path forward.

^WIREFRAMING

Ideate

This visualization reassures users by clearly showing where they are in the payment journey, giving them a sense of control, clarity, and confidence—exactly when they need it most.

^{Low-Fidelity Prototype}

To support timely action, a prominently placed banner in the top-right corner surfaces critical details—like payment due dates and Autopay status—right when users need them most. This strategic placement not only drives awareness but also helps prevent missed payments and late fees.

^{Mid-Fidelity Prototype}

After our bi-weekly design review meeting, I took the team's insightful feedback and used it to refine the design (see the updated version below). This collaborative process allowed us to fine-tune the solution, ensuring it not only met user needs but also aligned perfectly with the team's objectives.

^{FINAL SHIPPED DESIGN}

^TAKEAWAYS

• With no background in fintech, learning about finance and its management was a challenging but rewarding experience.
• Gaining a deep understanding of user behavior and closely tracking their patterns provided valuable insights, enabling me to align our objectives effectively.
• I understood that it is critical to be a team player in order to maintain active communication with diverse teams in order to obtain and comprehend data.