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