Project
Project
Project
BNY Mellon
BNY Mellon
Feb 2022
Feb 2022
Overview
Overview
Overview
Sumday (now Vestwell) powers a variety of savings programs. I scaled its core product beyond individual saver workflows to support advisor-sold investing — extending UX patterns to modernize a legacy BNY Mellon system for advisor use.
Sumday (now Vestwell) powers a variety of savings programs. I scaled its core product beyond individual saver workflows to support advisor-sold investing — extending UX patterns to modernize a legacy BNY Mellon system for advisor use.
Role
Role
Role
UX Design Lead
UX Design Lead
Impact
Impact
Impact
↑ Onboarding completion
↑ Mobile engagement
↑ Advisor efficiency
↑ Onboarding completion
↑ Mobile engagement
↑ Advisor efficiency