Digital Connectivity Platform
Largest U.S. bank by assets • $10T+ processed daily across 120 currencies
Role: Lead Product Designer
Platform: Responsive web
Team: Executive Strategy • Sales • Trade Finance SMEs • Engineering
The platform transformed static PDF sales materials into an interactive tool that helped financial advisors better understand and sell complex investment products. Executives and sales teams could answer client questions in real time, model financial scenarios, and seamlessly support new products as they launched.
As Lead Product Designer, I led the design of this 0→1 platform, creating an experience that simplified complex financial concepts and enabled more engaging, informed client conversations.
Research
I worked closely with Executive Strategy leaders, sales teams, and trade finance experts to understand their goals, review existing sales materials, and shape the platform’s direction. Three needs became clear:
🗣 Support client conversations
Sales teams were having discussions with business leaders, not presenting slides. The platform needed to make complex topics easier to explain.
⚡Show financial impact in real time
Clients frequently asked “what if” questions. The platform needed to update instantly so sales teams could answer them on the spot.
🧩 Support future growth
Treasury products continue to evolve. The platform needed to support new offerings without requiring a redesign each time.
Before
Structuring complex financial products
The executive team provided an initial sitemap that included dozens of treasury, payments, and open banking solutions.
Developing the visual direction
Because this was a first-of-its-kind platform for the team, there weren’t many direct examples to reference. I looked to brands like Apple that communicated complex topics through clear hierarchy, strong typography, and concise messaging. Those principles helped shape the visual direction for the platform.
Creating the page template system
Each page type followed a consistent hierarchy so sales teams always knew where content lived. This structure made it easy to add new financial products without redesigning pages.
Product pages
Headline
One-sentence overview
Benefits
Features
Demo module with persistent CTA
Category pages
Headline
One-sentence overview
Credibility statistic
Product modules
Creating the calculator
One challenge sales teams faced was helping clients understand the financial impact of operational changes. To address this, I designed an interactive working capital calculator that allowed teams to model financial scenarios in real time. The calculator helped clients visualize how changes to receivables, inventory, and payment terms could affect cash flow and working capital.
Calculator concept 1
Calculator concept 2
Results concept 1
Results concept 2
Final designs
Homepage
Short copy, clear hierarchy, and modular content help sales teams guide client conversations without overwhelming clients.
The visual design uses a connected metal-circle graphic to represent how JPMorgan’s products and services work together.
Category and Product pages
Like the homepage, the category and product pages use concise copy, clear hierarchy, and modular content to help sales teams guide conversations without overwhelming clients.
Architectural and nature photography conveys strength and stability, reinforcing JPMorgan’s brand.
Category page
Product page
Interactive calculator
The calculator helps sales teams explore financial scenarios with clients in real time.
As values change, results update instantly. Clear charts and a simple layout make it easy to explain financial impact and answer “what if” questions during conversations.
Calculator results
Values are stacked vertically, mirroring how financial calculations are typically added and subtracted.
Balancing simplicity and accuracy
Financial accuracy was critical. The platform translated sophisticated financial models into a simpler user experience, but the underlying calculations could never be compromised.
I partnered closely with subject matter experts and executive stakeholders throughout the project to ensure the experience remained easy to understand while maintaining accuracy and trust
Impact
The Digital Connectivity Platform changed how J.P. Morgan’s Treasury Services team presented complex financial products to clients.
⚡ From static materials → interactive sales tool
Sales teams no longer had to rely only on PDFs and presentations. The platform gave them an interactive way to explain products, show demos, and guide client conversations.
🧮 “What if?” answered in real time
I designed an interactive working capital calculator that updated results as inputs changed. This gave sales teams a way to model financial scenarios with clients during a conversation instead of explaining the impact through static examples.
🧩 Built to support new products
I created reusable page templates and a clear content structure so new treasury products could be added without redesigning the experience each time. I partnered with engineering through build and QA. I reviewed in-progress builds and led design QA. The system launched as a scalable foundation for ongoing digital sales enablement.
🚀 A new way to showcase digital solutions
The platform launched as J.P. Morgan Treasury Services’ first digital sales platform and created a foundation the team could continue to build on.
Team feedback
“Nancy is a gifted visual designer. She was the lead designer on a new sales collateral platform we built. She took the vision and content and created beautiful, simple designs that have redefined how we showcase our digital solutions. She’s a pleasure to work with and eager to get it right. Nancy takes feedback very well and uses it to work with the dev and product team to build easy to use solutions.” — Executive Director, Strategy & Innovation
“Nancy worked on my Wholesale Payments Experience Design team as a visual designer for the past two years. She brought energy, dedication and a collaborative approach to every problem. She is talented in her craft, has a growth mindset and would be a terrific asset to any digital design team. She helped us create better client experiences across many programs and projects. I'd be delighted to work with her again.” — Executive Director & Head of UX Design, Wholesale Payments