Modern Wealth Management Design System- Charles Schwab
2021-2022 | Role: Lead UI/UX, Strategy
The Modern Wealth Management (MWM) initiative at Schwab was a strategic effort to evolve the company's existing product design system, Everest. This high-level project involved collaboration across product, technology, and brand teams to enhance and refine the design system to meet current and future needs better.
I took charge of a project that had stalled over four years, drawing on my experience as a visual lead and my success in designing Schwab's Editorial products. I merged visual styles, mentored a junior designer, and art-directed an approved vision, moving the project forward. Before leaving, I led the project towards its final approval and strategy development stages with the PM teams and senior leadership.
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Create a future state visual design language that does not break the underlying design system
Improve existing components and create component gap recommendations
Propose patterns, archetypes, and build prototypes
Determine design principles, motion, and interaction guidelines
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Implement bolder typography for a more impactful experience.
Highlight selected states to enhance clarity and accessibility.
Adopt a progressive disclosure approach, focusing on a 'less is more' strategy.
Reduce learning debt through templated design
Increase white space to boost clarity and focus.
Offer flexible design solutions for varying data density needs.
Seek out and incorporate new components for enhanced functionality.
Update iconography and charting for a modern look.
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I co-led the design for "Modern Wealth Management," an executive-level strategic initiative for Schwab's digital future to provide clients with a comprehensive, modern financial experience.
I developed UI/UX strategies for new web and native platforms.
Conducted extensive user research, developed personas, and analyzed top-rated apps and web services competitively.
Collaborated closely with various teams, including Trade, Client Summary, Stock Slices, Schwab Intelligent Portfolios, Thematic Investing, Brand, Development, and Design System.
Innovated a next-generation design system and created template-based pages.
Designed and tested new prototypes planned for Summer 2022.
Engaged in strategic meetings with senior vice presidents, Heads of Product, and UX to outline an implementation strategy for 2023.
Played a crucial role in mentoring and guiding junior designers.
