J.P.MORGAN CHASE
Digital Banking for SMBs
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At JPMorgan Chase, I’m part of the Digital Connected Banking design team, shaping financial products and experiences for the innovation economy and Small to Medium-Sized businesses (SMBs). Our mission is to meet clients where they are from day one—making it simple to access the financial services and external solutions they need to grow. This lets entrepreneurs spend less time navigating complex systems and more time building what matters most.
My work has focused on reimagining end-to-end data aggregation experiences and enhancing Money Movement products, such as fraud protection and transfers. Beyond product design, I contribute to the design system by refining patterns that ensure consistency, accessibility, and scalability across solutions. The following examples highlight my contributions while maintaining project confidentiality.
7m
SMALL AND MID-SIZED BUSINESS CUSTOMERS
DATA AS OF APRIL 2025
$40b
IN CREDITS FOR US SMALL BUSINESS
$10t
IN GLOBAL PAYMENTS DAILY ACROSS 160 COUNTRIES
who we’re designing for
Founders in the innovation economy aren’t just running businesses—they’re building the future. Their days move at the pace of fundraising, product launches, and rapid team growth, where every cash flow decision can make or break momentum. They need a financial partner built for the speed and complexity of modern entrepreneurship: seamless money movement, intelligent insights, real-time access to capital, and intuitive tools that reduce friction, automate routine tasks, and integrate with the platforms they already use.
⤜ Recent Projects ⤛
⤜ Recent Projects ⤛
PARTNER RELEASE - NOV 2025
LEAD & DESIGNER | 3 DESIGNERS, 1 CONTENT DESIGNER, 6 PRODUCT MANAGERS, 6 DEVELOPERS
Financial Data Exchange - FDX
For startups and SMBs (Small to Medium-sized Business), third-party financial applications are critical for managing multiple accounts and simplifying operations. These tools deliver actionable insights into cash flow and performance, enabling smarter, data-driven decisions. Our goal was to provide a seamless, world-class experience for connecting and managing these applications—reducing complexity so clients can stay focused on growth.
Design Approach
Meet clients where they are: Integrate connections directly into existing workflows.
Unlock new possibilities: Use financial data to drive growth and liquidity.
Proactively drive growth: Deliver timely insights and forecasts to guide smarter decisions.
Deliverables
End-to-end experiences spanning discovery to data connection management.
Contextual, adaptive connection modules embedded in relevant banking tasks.
A modular dashboard for managing accounts, consents, and connected services.
Impact & Influence
Kickstarted the unification of FDX products for SMBs with enterprise data aggregation tools.
Established an adaptive design framework to scale data connections across Chase products.
Delivered the MVP for the first integration with leading third-party providers
LIMITED RELEASE - Q3 2025
DESIGN CONTRIBUTOR | 3 DESIGNERS, 1 CONTENT DESIGNER, 3 PRODUCT MANAGERS, 7 DEVELOPERS
Money Movement & Fraud Protections
For startups, efficient money movement is essential. Modern solutions streamline payments, provide real-time cash flow visibility, automate routine transactions, and guard against fraud—enabling founders to scale confidently and keep operations running smoothly.
Deliverables
Streamlined setup: Refined ACH credit/debit entity configuration to simplify onboarding.
Improved resilience: Built an error-handling framework that reduces friction and recovery time.
Enhanced security: Designed entitlement-based rules to ensure only authorized users can configure entities.
↡ Interaction flow on adding allowed parties
PEPPER DESIGN SYSTEM 2025 +
DESIGN CONTRIBUTOR + DESIGN PATTERN AMBASSADOR
Design System - Dataview & Design Patterns
Within Digital Connected Banking (DCB), products are built on a combined foundation of the Salt and Pepper design systems. Salt serves as the core design system, while Pepper provides a cohesive visual theme and introduces components tailored to DCB’s unique needs.
As a design system liaison, I partnered with product teams and cross-workstreams to strengthen Pepper and ensure consistency across the portfolio. My work focused on refining patterns, closing component gaps, and building scalable frameworks. Through this collaboration, Pepper evolved into a more robust, adaptable system—supporting DCB’s requirements while staying aligned with the broader J.P. Morgan Chase design system.
Deliverables
DataView enhancements — Co-defined the design and interaction patterns for group and folder variations, enabling more flexible data organization and a more intuitive interaction model.
Empty and error state framework — Established standardized patterns to ensure consistent, meaningful, and user-centered handling of empty, loading, and error states across the experience.
↡ Design guidelines for empty states
↡ Dataview design for parent–child data and folder-based groupings
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