As Creative Director for a San Francisco design firm, I oversaw and managed the UX process for several experiences for Bank of America. There were 20+ million online users at the time, so it was an exciting challenge to get to design for such a large and diverse groups of users.
Rich internet experiences include interactive calculators such as this car loan estimator.
Wireframes
User testing
I worked with a third party user testing firm to conduct user testing with paper prototypes. Using paper prototypes allowed us to test often and make quick iterations. We discovered that users wanted to see products and services organized by lifestyle categories such as Auto & Recreation and Small Business. Not only did users want product suggestions, but they expected to find helpful tools such as interactive calculators
Lifestyle categories
Information architecture organizes products and tools around the customer’s lifestyle categories (e.g. family and home), rather than traditional banking categories (e.g. checking and savings).
Watch a short video of the application's interactivity:
Other UX projects that I led were to create and maintain detailed transactional wireframes for a foreign currency exchange microsite…
…visual comps for a car research center.​​​​​​​..
… UX strategy for student banking.
Strategy
The task for this robust student banking portal was to deliver a full re-design that began with a comprehensive design strategy. I facilitated a number of workshops with design researchers and customer subject matter experts to deliver a recommendations document that identified best practices to get college students to engage with Bank of America. The initiative led to a content strategy to teach students about finance without boring them, and to provide seamless access to their finances and how they can best use banking products.

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