/ JPMorgan Chase

Account Dashboard Redesign

Redesign Chase Personal Online - Web Account Dashboard as part of technology modernization.

Summary

Chase Personal Online (CPO) relied on aging, closed-source platforms and non-standard technologies, limiting scalability and creating inefficiencies across teams using disparate frontend frameworks. I was part of a team tasked with modernizing and unifying these frameworks under the Manhattan Design System (MDS), ensuring a seamless transition of all CPO products—Checking, Saving, Credit Card, and CDs—to 100% MDS adoption.

my role

/01 Collaborated with product and design leads to redesign the slide-in panel into a full-screen experience, leveraging MDS components.

/02 Delivered detailed design specs, including breakpoints, usage scenarios, edge cases, and accessibility requirements (Greenline), to the development team. I also served as a consultant throughout the development phase.

/ account dashboard redesign

The project was successfully rolled out to 90MM+ Chase digital customers, resulting in an observed increase in customer satisfaction scores.

Additionally, it now serves as a template for similar design initiatives, including Chase Auto, Home, and CMB.
Issue discovery

The original Account Dashboard was hosted within a slide-in panel, accessible through several entry points from the Overview Dashboard (OVD). This design led to several user experience issues, including layout reflow problems, slow response times, limited functionality, navigation difficulties, and delayed feature rollouts due to the use of an outdated tech stack.

Explorations

To enhance the user experience on this page, I started designing from the largest breakpoint. I centered the content with side padding to improve readability and reduce visual clutter.

Key data points were arranged in a Z-pattern to align with users' natural eye flow, ensuring important elements stand out. Additionally, structuring data fields into four columns allows items to wrap seamlessly, preventing reflow issues and maintaining a clean, organized interface.

Web XS Challenges

When designing for the smallest breakpoint, the primary challenge was presenting dense data points in a non-cluttered manner while maintaining a clear hierarchy and distinctive calls to action. I explored three layout options, which ultimately led to a final solution.

Spec delivery - Accessibility

Accessibility plays a essential role in JPMC digital to ensure all users can view and interactive with our products effortlessly. For the Account dashboard, I followed internal accessibility annotation guide (called Greenlines), delivered specifications that communicate to developers the screens’ functionalities for screen readers and keyboard users’ experiences. The deliveries include: Tab order, Headers announcement, and Regions for focus areas.