Wholesale payments sales platform
Lead Product Designer • Responsive web platform and calculator
Key contributions
Designed a 0→1 digital sales platform bringing wholesale payment products into one experience.
Created an interactive calculator to help sales teams model financial scenarios with clients.
Simplified complex financial products into clear, interactive experiences.
Collaborated with product, engineering, and business stakeholders to bring the platform from concept through design.
Business context
$10T+ processed daily across JPMorgan's broader payments operations.
120 currencies supported across its global payments network.
Largest U.S. bank by total assets.
The problem
Sales teams relied on static PDFs to explain complex wholesale payment products. These materials made it difficult to explore solutions interactively or model financial scenarios during client conversations.
The goals
👥 For sales teams and clients
Explore payment solutions together.
Model financial scenarios during sales conversations.
Understand how products support business needs.
🏦 For JPMorgan Chase
Replace static PDFs with an interactive sales platform.
Bring wholesale payment products into one experience.
Support future products through a scalable design.
My role
Product design
Interaction design
Visual design
0→1 product development
Financial product simplification
Cross-functional collaboration
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.
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.
Creating the page template system
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
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