MeasamBanking Dashboard Redesign
Led a multi-sprint redesign of Dollar Bank's core account summary experience — the page customers see every time they log in — improving hierarchy, personalization, financial insight, and mobile usability.
Problem Statement
The existing account summary presented all accounts in a flat, undifferentiated list with no hierarchy. Customers with multiple products — checking, savings, HELOC, mortgage, loans, and credit cards — couldn't quickly understand their financial position or take common actions without excessive scrolling and hunting.
Methodology
Ran a competitive analysis on Day 1 of each sprint, reviewing how Chase, Bank of America, Wells Fargo, Ally, and fintech apps like Chime handled account hierarchy, quick actions, and financial insight widgets.
Facilitated two structured design sprints (Sprint 5: Account Summary, Sprint 6: Account Opening) — mapping insights and business requirements on Day 1, generating paper and digital concepts, then building wireframes and high-fidelity prototypes for testing.
Designed a collapsible account group architecture (Deposit Accounts, Credit Cards, Lines of Credit, Loans, CDs) with expandable detail views, contextual quick actions (Pay Bills, Zelle, eStatements), credit score widget, spending insights chart, ATM/branch locator, and personalized promotion banners — all validated through usability sessions.
Results and Impact
40% increase in reported satisfaction with the account overview experience.
25% reduction in time-to-complete common tasks (transfers, bill pay, account lookup) during usability testing.
60% increase in engagement with financial wellness tools including credit score and spending insights.
Roadmap aligned across 2025–2026 initiatives including HELOC phases, co-browse, notifications, and personal financial engagement tools.