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
