JPMorgan Chase Private Bank

Global Homepage for advisors

I led the design of a high-impact internal homepage and task management experience for the Global Private Bank, supporting approximately 9,000 users globally including Analysts, Bankers, Investors, Wealth Advisors, and the Digital team. The platform centralizes task management to reduce time spent toggling between systems, and delivers personalized workflows to help integrated teams support clients more efficiently.

2024 Wins at a Glance

Awarded “Most Loved by Advisors” out of 200+ products & applications within Private Bank, based on usability and satisfaction.

Global adoption of total ~9,000 users, with ~3,618 daily active users — a 15% increase from the previous year of 2023.

Onboarded 19+ new data dashboards & maintained steady usage across global teams in U.S. and International Private Bank.

My Role & Key Responsibilities

Personas & pain points

“I spend too much time piecing together data from different platforms instead of preparing insights that help clients act quickly on market opportunities.”

-Julia, Investor

User needs

Solution

A centralized, customizable start-of-day homepage that surfaces key actions at a glance, smart nudges and alerts, portfolio activity, client insights, and a manager view for team oversight.

Customizable view for different roles

Users can tailor their order of focus by dragging to reorder cards by priority on their homepage and saving those layouts for their daily workflow.

“Who to call” surfacing with AI

The “Who to Call Today” feature highlights the top five clients with most urgent needs such as margin calls, portfolio risks, or pending approvals, while also surfacing timely information like client milestones, upcoming meetings, engagement prompts, and portfolio activity including financial movements, communications, and account updates.

Pinned cards stay at the top and trigger time-sensitive alerts, so users only get notified about their highest priorities.

Takeaways and next steps

  • Design Lead for multiple initiatives within the Global Private Bank, centralizing task and client management to drive efficiency and improve user experience.

    Key Result: Achieved a 13% increase in adoption rate between Q3 and Q4.

  • Owned the end-to-end UX strategy and execution for the homepage, to-do task manager, and data-driven workflows..

    Key Result: Reduced turnaround time by 5x%.

  • Collaborated with product managers, engineers, researchers, and content designers to deliver cohesive and sustainable solutions.

    Key Result: Achieved 100% team buy-in across leadership and execution teams within the triad.

  • Defined UX/UI patterns and reusable components to ensure design consistency and governance across teams.

    Key Result: Saved 5,000+ hours by onboarding teams early with clear expectations and guidelines, reducing the need for custom style adjustments.

“Approvals and compliance requirements are buried everywhere. If I miss one, it does not just delay a transaction, it risks damaging trust with a client who expects seamless service."

-Mark, Banker

Pin and unpin feature

“My clients expect quick responses, but I handle a high volume of service requests. This can be stressful without a clear way to see what is urgent, since anything can slip through the cracks.”

- Jordan, Client Service

  • Users want shortcuts to surface opportunities not only to save time, but also to reduce cognitive load.

  • Users may use AI for speedy suggestions, but still want to review details themselves to avoid missing nuances.

  • With 3 to 4+ systems and ~15 products used globally across roles, the homepage requires a clear information hierarchy to prevent overload and slowdowns.

  • Next steps: Continue gathering feedback across regions and launch a responsive mobile experience.