Crafting blue-sky payments dashboard experiences
Overview
J.P. Morgan is the industry leader in digital treasury, processing over $120+ trillion in transaction volume per year.
The Problem
The current dashboard and design system were outdated and didn’t serve their clients’ expectations amongst a growing and competitive fintech market.
The Solution
Create a North Star vision that articulates a persuasive experience to rebrand and invest in a new Payments Design System.
When building a vision for the future of payments dashboards, our team explored a variety of UI themes before deciding on the Payments Masterbrand. Along the way, we took the opportunity to explore drop shadows, rounded corners, and a stone background for better contrast.
Our team first built a responsive prototype articulating a flexible customizable workspace for dashboard customers. We also leveraged prior north star concepts which we tested with customers.
Building off customer research, we envisioned a radical departure from the old dashboard focusing modular widgets, lower information density, and charting, aiming to provide a modern fintech experience for the firm's clients.
As of Nov 3 9:16 AM
| Date | Payee | Total | Status |
|---|---|---|---|
| Jul 1 | Nike | $75,364.26 | SUCCESS |
| Jun 11 | Ebay | $175,648.29 | NEEDS APROVAL |
| May 29 | $25,012.85 | PROCESSING | |
| May 24 | Paypal | $2,286.03 | NEEDS APROVAL |
This model of dashboard aimed to serve as the homepage for not just treasury customers but for clients across payment, positioning JPMorgan as the trusted operating system for enterprise payments.
Total Opening Available
$3.98MUSD
↑ +1.23%Total Current Available
$2.45MUSD
↑ +0.41%Total Current Balance
$2.87MUSD
↑ +0.29%Future Maturing
$4.90MUSD
↑ +0.38%As of Nov 3 9:16 AM
| Date | Payee | Total | Status |
|---|---|---|---|
| Jul 1 | Nike | $75,364.26 | SUCCESS |
| Jun 11 | Ebay | $175,648.29 | NEEDS APROVAL |
| May 29 | $25,012.85 | PROCESSING | |
| May 24 | Paypal | $2,286.03 | NEEDS APROVAL |
As of Nov 3 9:16 AM
| Status | USD | Current available | Opening balance |
|---|---|---|---|
| US Operating Acc… | USD | 14,426.06 | 12,637.05 |
| US Vendor Pay… | USD | 14,426.06 | 12,637.05 |
| UK Operating Acc… | USD | 14,426.06 | 12,637.05 |
As of Nov 3 9:16 AM
As of Nov 3 9:16 AM
As of Nov 3 9:16 AM
Team
Product Designer on a team comprising a Design Manager, Creative Technologist, and Visual Designer.
Impact
The final prototype won Product Executive buy-in, was featured at the 2024 JPM Global Payments Town Hall, and directly influenced the next 3+ years of enterprise treasury product roadmap & strategy.
