Powerful Insights

Chase’s mission was to help their customers to get more from their money. To make that mission a reality, I worked on a versatile insights functionality that helped users to visualise their spending exactly how they wanted.

By breaking down each customer’s spend for specific things like utility bills, entertainment, and going out, we helped users to see exactly what they could afford to change in order to better plan ahead for a brighter future.

In the interests of giving users total flexibility, we also gave them the option to track their spending on a more granular level with specific retailers, or to opt in to weekly and monthly summaries with tailored recommendations.

Painless onboarding

Like death and taxes, it’s inevitable that in order to open an online bank account, you’ll first need to provide some personal details. That’s why I set out to make Chase’s onboarding experience as simple, elegant, and painless as possible.

I followed a “one thing at a time” principal to guide the user through their onboarding journey one question at a time. Breaking it down into small, manageable chunks eliminated choice fatigue and kept more users in the funnel.