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Money Management Redesign
Tools for budgeting, cash flow analysis, and 360° view of your finances.
Company: MX
Timeframe: 2016 – 2017
Role: Sr. Product Designer
overview
In 2015, MX’s flagship application “MoneyDesktop” had become stale. Even the name failed to live up our reality of our multi-screen world. We were starting to hear customer complaints that our once award-winning user interface was due for a refresh. I took the lead not only from a design side but also led project management on the implementation of the new design.
UI prior to redesign
The application feature set remained largely unchanged, however, the design team took advantage of timing as our development team was in the process of adopting React as their frontend framework. I led a refresh of the app’s look and feel and conversion to a responsive layout. We also established a pattern library of components which were documented in Frontify for easier handoff with engineering.
The redesign of each widget was rolled out iteratively over the course of 2016 and 2017. Simultaneous to these efforts, our team also onboarded hundreds of new clients and millions of new users to the product.
We also redesigned not only the interface but revamped the entire workflow of our external account aggregation widget. My product team has built a powerful yet simple user interface to manage the complexities and risks of handling user credentials and security questions. Over the last year, we’ve been able to improve success on initial aggregation by 20%+ through continual code and UI optimizations.
client testimonials
My product displayed on stage at annual NCR conference
“NCR has Partnered with MX to help [bank] customers make better decisions and to help [financial institutions] understand how to better serve them.”
“We were preparing for an uptick in call volume and complaints after we made the switch but the implementation was seamless … We didn’t really see an increase in call volume, which is a testament to the usability of this financial tool.”
“We wanted to provide an engaging tool that allows members to take control of their finances and simplify their lives… We’re delighted that our members are not just trying out [the MX tool] but coming to rely on it.”
