Pilot Testing New Tools
As the art director of a small team of independent designers and developers, I helped design a mobile application to help J.P. Morgan better serve some of their most important investors.
These investors were still trading the old fashioned way, by calling their brokers. J.P. Morgan wanted to see if they could help make the process smoother for these customers using a website and iOS apps.
The team, consisting of myself, one UX designer, and 3 developers, flew out to New York to meet with the team at J.P. Morgan, and after spending a few days with the client to hash out the scope of the project, we began by looking at what their competitors were doing. We knew that we were going to be building something that needed to be simple to use and, because our timeline was relatively short, we needed to strip it down to only the most essential features.
We didn’t want to overwhelm users with too many choices, and more features would be added over time as the infrastructure was made available and the need arose.
I worked closely with the UX designer, and once he had the personas and wireframes worked out, I got to work translating the J.P. Morgan brand to the app interface. I began with the iPad screens, since this was determined to be the primary way that users were going to be interacting with the application.
It was important that we create an experience for the end user that they would feel confident using, and that they would feel delighted by. One that was easy to use and felt comfortable for users who were adopting digital tools later than most.
J.P. Morgan had, in the end, a solid mobile application that they could give to some of their their most valued customers with absolute confidence.