Case study · JPMC Investments · Performance

UI · UX · AI Designer
Hideki Aono
UI · UX · AI Designer
NYC based senior UI/UX, AI product, and visual designer for complex digital products, research & data driven UI, design systems, visual storytelling, and polished execution.
UI·UX·Service design·Design thinking·Strategy·Visual design (digital & print)
UI·UX (mobile & web)·Print·Photography·Video·Illustration
Finance·Pharma·Insurance·Consumer electronics·Healthcare·Telecom·Travel & Hospitality·Fashion·Media
AI·Crypto·Robotics·Quantum·Blockchain
03Collaboration
Core partners
Product
- Product roadmap
- Brainstorming
- PRD docs
Development
- Brainstorming
- Desk check
- Product execution
- Iteration
Content
- User friendly language and intuitive, strategic design
Research
- Workshops
- Scripting
- Readouts
Design / Design Leadership
- Brainstorming
- Refinement
- Design iterations & considerations
- Working with the design system
Accessibility
- Greenlines / redlines approvals
- ADA compliance · Level 2 · AA
Legal
- Approvals
- Legal compliance
Stakeholders / Leadership
- Approvals
- For final product release
04Experience design · Double diamond framework
Design process activities
Exploration & research
Synthesis & systems setup
Asset creation, handoff & iteration
Framing
Start with the why.
What are we trying to solve? and why?
Every engagement begins by pressure testing and clarifying the problem statement.
06Use case
Web & HybridJPMC Investments:
Performance page
A web & hybrid experience that lets Chase investment
customers track and compare their portfolio's performance.
Web & Hybrid
07Research · Comparative
Understanding the landscape and competition
Banks, financial institutions and fintechs, and how the market presents performance today.
08Research · Components data analysis
Research on key components
Deep dive into how competitors present balances, performance charts, returns, and benchmark comparisons, identifying the patterns customers already understand.
09Synthesis
From hypothesis to a prioritized feature list
Synthesis
Consolidate research findings into themes and opportunities.
Hypothesis
Frame what we believe will solve the customer problem.
Feature list
Prioritization for MVP.
Output · PRD (product requirement document)10Iterations & collaboration
Designing in the open
Iterate
- Research
- Design iterations
- Product feedback
- Dev specs
Align
Continuous alignment with design and product leadership at every checkpoint.
Finalize
- Finalize content
- Legal compliance
- Accessibility checks
- Dev checks
11JPMC Performance · Jobs to be done
Framework of the page
Each module answers a customer question. Hover a question to see the module it maps to.
12JPMC Performance · Launched Q1 2024
Launch and release
Live in production
Track
Track your gains, losses, contributions and withdrawals over time.
Compare
View performance versus indices such as the S&P 500, and even the Consumer Price Index to measure against inflation.
Post launch
A few months later…
We measure the usage of the site and
the components + voice of the customer.
We reassess to iterate or move to next idea.
14Reflection
Challenges & learnings
Many teams, many agendas
Working across multiple teams with different agendas and timing.
Align before the big room
Get ahead of larger meetings, build alignment ahead of time with each partner.