Connectivity helps startups enable data-driven financial products, needed for effective money management and growing their businesses.

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

Unlike established corporations, a single fraud incident—such as a $50,000–$100,000 loss—can instantly drain a startup's limited cash reserves and burn through its runway.

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.

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