As Creative Director at Traction, a San Francisco design firm, I directed UX design for engaging experiences for Bank of America. It was an exciting challenge to design for 20+ million diverse users. Rich internet experiences included interactive calculators and data visualization such as this car loan estimator.
Wireframes
User Testing
I worked with a third-party testing firm to conduct Rapid Iterative Testing and Evaluation (RITE). We learned that users liked to discover products and services organized by lifestyle categories such as Auto & Recreation and Small Business, and they expected to find helpful tools such as interactive calculators.
Lifestyle Categories
The information architecture organizes products and tools around customer 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:
Transactional Experiences
I led a UX project to create and maintain detailed transactional wireframes for a foreign currency exchange microsite.
Informational Experiences
I led the experience design for a consumer research microsite focused on the lifestyle ritual of purchasing a car.
UX Strategy
I led UX strategy for student banking, identifying design principles to set the direction for design outcomes.
UX Strategy
The re-design of the student banking portal began with a comprehensive design strategy. I facilitated a number of design workshops with researchers and subject matter experts to deliver a digital interaction strategy that engages with college students and teaches them about finance without boring them.
