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The Upgrade dashboard was functional but had opportunities to improve clarity and user engagement. The redesign focuses on creating a more intuitive and visually structured experience, making key financial details more accessible while guiding new customers through essential actions.
The old dashboard had all the important details, but finding what mattered most wasn’t always easy. New users didn’t have much guidance on where to start, and key actions weren’t as intuitive as they could be. The challenge was to make the experience more structured, user-friendly, and visually engaging—without adding clutter.
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The process began by analyzing the existing dashboard to identify areas for improvement. The main challenges included lack of hierarchy, missing onboarding guidance, and a need for a more intuitive experience.
As part of the dashboard redesign, we wanted to ensure consistency across multiple products such as the Rewards Checking Account, Upgrade Card, and other offerings. These products have different features and user flows, but it was essential that they felt cohesive within the overall user experience.
To achieve this, we worked closely with product teams to align on design principles, ensuring that key elements like navigation, data presentation, and interactions were consistent across all components.
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We added helpful cues, making it easier for users to navigate and complete key actions with confidence.
We structured the interface to highlight essential tasks, reducing friction and ensuring a more seamless experience.
We adapted familiar design patterns for making it easier for the new users to understand the interface.
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I collaborated with the Product Manager to map out all possible account states and designed tailored UI for each. Every state required relevant banners to provide clear context and guidance, so I created designs that ensured users received the right information and actions at the right time.
To ensure the dashboard was clear and actionable, I mapped out all possible account scenarios and designed relevant banners for each state. I collaborated with the product managers, marketing team, and legal compliance team to gather feedback, ensuring the messaging was accurate, helpful, and aligned with business goals.
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To create a smooth and guided onboarding experience, I designed a dedicated section that helps users complete key setup actions effortlessly. I worked closely with product managers and stakeholders to refine the flow, making sure it was both intuitive and aligned with user needs.
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This redesign was a journey in creating clarity and ease. Mapping out account states and designing a guided onboarding taught me the power of small details in shaping the user experience.💡
While the team is still running A/B tests and engagement data is on the way, early feedback has been really exciting.🚀
I’m eager to see the full impact of the refresh. Stay tuned for updates! 👀
