JPMorgan Chase & Co.

Investment Checkup

Developed content strategy, design, and copy for Chase's Wealth Plan product--a completely new tool that gives users an overview of all their investments in one place.

Partners: product team, design team, user research team, legal

Wealth Plan

Owned content design and UX writing for Plan & Track hub on Chase's mobile app, including zero state, enrolled state, and error state content

Partners: design team, product team, translation team, legal

Awards: Named "Best Personal Finance Product" of 2023 by FinTech Breakthrough and the "#1 New Tool" in StockBrokers.com 2024 Annual Awards

screenshot of monthly spending view on Chase app's Wealth Plan tool

screenshot of monthly spending view on Chase app's Wealth Plan tool

screenshot of net worth history view on Chase app's Wealth Plan tool

screenshot of net worth history view on Chase app's Wealth Plan tool

screenshot of goals and explore investing sections on Chase app's Wealth Plan tool

screenshot of goals and explore investing sections on Chase app's Wealth Plan tool

screenshot of emergency fund and credit journey sections on Chase app's Wealth Plan tool

screenshot of emergency fund and credit journey sections on Chase app's Wealth Plan tool

screenshot of more financial tools section on Chase app's Wealth Plan tool

screenshot of more financial tools section on Chase app's Wealth Plan tool

screenshot of emergency fund tool error state on Chase app's Wealth Plan

screenshot of emergency fund tool error state on Chase app's Wealth Plan

screenshot of enrolled state of emergency fund tool on Chase app's Wealth Plan

screenshot of enrolled state of emergency fund tool on Chase app's Wealth Plan

Net Worth Summary

Owned content design and UX writing for net worth tool, including transition to Wealth Plan homepage and toggle view

Partners: design team, product team, translation team, legal

screenshot of net worth summary on Chase app's Wealth Plan tool

screenshot of net worth summary on Chase app's Wealth Plan tool

screenshot of estimated net worth definition on Chase app's Wealth Plan tool

screenshot of estimated net worth definition on Chase app's Wealth Plan tool

screenshot of assets and liabilities view on Chase app's Wealth Plan tool

screenshot of assets and liabilities view on Chase app's Wealth Plan tool

screenshot of net worth breakdown showing bank accounts on Chase app's Wealth Plan tool

screenshot of net worth breakdown showing bank accounts on Chase app's Wealth Plan tool

Emergency Fund

Owned UX content and design for savings tracker tool

Partners: design team, product team, translation team, legal

screenshot of emergency fund enrollment on Chase app's Wealth Plan tool

screenshot of emergency fund enrollment on Chase app's Wealth Plan tool

screenshot of successful emergency fund enrollment on Chase app's Wealth Plan tool

screenshot of successful emergency fund enrollment on Chase app's Wealth Plan tool