Comprehensive investment management in one easy-to-use experience

The Chase Mobile and Web app integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers can invest on their own, with a personal advisor, or a robo advisor. The investment management experience allows users to securely monitor and manage their accounts, track investments, move money, access the latest thought leadership and more.

Project Details

As the lead UX designer, I led and managed through the design and delivery phases of the Investment management experience. I also partnered with the Innovation team to kick off the efforts for the prospective client experience and the Investments 2.0 strategy.

TEAM

Director of Product
[2] Product Managers
Lead UX Designer
UX Designer
Content Strategist
UX Researcher
Mobile Dev Teams (iOS & Android)
Web Dev Team
Various Stakeholders

TIME FRAME

8 Months

TOOLS USED

Figma
Atlassian Jira
Atlassian Confluence

SKILLS USED

Project Planning & Management
Design Strategy
Human-Centered Design Methods
Secondary Research
UX Design
UI Design
Iterative Design
Wireframing
Rapid Prototyping
Mobile Design (Android & iOS)
Web Design
ADA Documentation
Quality Assurance Testing
Mentoring

Results

Part of the Digital Wealth team that helped make the Chase Mobile app® #1 in overall customer satisfaction according to J.D. Powers.

The Chase Mobile app named #1 Wealth in 2020 J.D. Powers U.S. Wealth Management Mobile App Satisfaction Study.

Overall increase in customer satisfaction by 18 points from the previous year.

In addition to overall satisfaction, the Chase Mobile app scored highest in the following categories:

1. Range of services (up 30 points Year-over-Year)
2. Clarity of information (up 19 points YoY)
3. Ease of navigating app (up 19 points YoY)
4. Appearance (up 13 points YoY)