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 cards to reorder priorities on their homepage and saving layouts for their daily workflow. Users can add up to 20 cards, but most focus on their top three and go directly into each product for more details.
“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
“I’ve been incredibly impressed with your work. Your designs for the Homepage were not only visually appealing but also highly accessible and user-focused. By providing precise design requirements and promptly identifying areas for adjustment, you’ve streamlined our workflow and enhanced our productivity. You also do a great job balancing the needs of the business, requirements from product, and feedback from engineers.”
“When I joined the team, which was already underway, I quickly recognized Sarah as a dependable source of guidance. She was never afraid to confidently voice her opinions, even when they differed from the group consensus. Her initiative extended beyond her assigned tasks; she independently conducted competitive research on other apps, which proved invaluable and provided us with additional ideas to consider. Her passion for the product was evident in her unwavering focus on user feedback. She actively sought out user insights to align the product with their needs, demonstrating her deep understanding of effective product development. ”
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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.
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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.
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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
UserUsers ask for shortcuts to surface opportunities not only to save time, but also to reduce mental load.
Users may use AI for speed, but they still want to review information themselves to catch small details that automation may miss.
With more than 3 to 4 systems and ~15 products used globally across roles, the homepage needs a clear information hierarchy. Without it, information overload slows users down.
“Sarah is an absolute powerhouse and a huge asset to the team. Her talent and dedication have truly made a significant impact to our advisors, developers and product teams. Her attention to detail and understanding of the unique needs of financial advisors have resulted in apps that are both visually appearing and highly functional.”
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
“I’ve been incredibly impressed with your work. Your designs for the Homepage were not only visually appealing but also highly accessible and user-focused. By providing precise design requirements and promptly identifying areas for adjustment, you’ve streamlined our workflow and enhanced our productivity. You also do a great job balancing the needs of the business, requirements from product, and feedback from engineers.”
“When I joined the team, which was already underway, I quickly recognized Sarah as a dependable source of guidance. She was never afraid to confidently voice her opinions, even when they differed from the group consensus. Her initiative extended beyond her assigned tasks; she independently conducted competitive research on other apps, which proved invaluable and provided us with additional ideas to consider. Her passion for the product was evident in her unwavering focus on user feedback. She actively sought out user insights to align the product with their needs, demonstrating her deep understanding of effective product development. ”
-
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.
“Sarah is an absolute powerhouse and a huge asset to the team. Her talent and dedication have truly made a significant impact to our advisors, developers and product teams. Her attention to detail and understanding of the unique needs of financial advisors have resulted in apps that are both visually appearing and highly functional.”