Sumday

Sumday

Sumday

Project

BNY Mellon

BNY Mellon

Feb 2022

Feb 2022

Overview

Sumday (now Vestwell) powers a variety of savings programs. I scaled the core product from individual saver workflows to advisor-sold models, leveraging new UX patterns to enhance and modernize a legacy bank system.

Sumday (now Vestwell) powers a variety of savings programs. I scaled the core product from individual saver workflows to advisor-sold models, leveraging new UX patterns to enhance and modernize a legacy bank system.

Role

Design Lead

Design Lead

Impact

↑ Onboarding completion
↑ Mobile engagement
↑ Advisor efficiency

↑ Onboarding completion
↑ Mobile engagement
↑ Advisor efficiency