Banking (Deposits & Liabilities)
This prototype kicked off a shared understanding across the Banking team of how clients view and manage their deposits and loans online. I partnered with business leaders, product owners, and subject matter experts to make sense of a pretty complex ecosystem—CDs, checking, term loans, lines of credit, and more. It was an incredibly fun and collaborative effort that set the stage for everything that followed.
All Deposits Design

Individual Deposit Account Design

Pay Over Time data viz
This was a data visual that we created to represent the in and out flow of money over time.Â

All Liabilities Design

Line of Credit Design

Line of Credit Note Design

Individual Term Loan Design

Amortization Schedule Design

Individual Term Loan Design

Loan Payment Design

Account Selector Design
Persistent Navigation
The persistent account selector allowed us to quickly and seamlessly navigate between different deposit and loan accounts.
While there were other navigation methods available, this element provided the fastest and most consistent way to move between accounts.

The Figma File