Back

All Case Studies

Back

Case Study
Case Study
Case Study

How can we establish a scalable design system for financial tools seeking structure and brand consistency?

How can we establish a scalable design system for financial tools seeking structure and brand consistency?

How can we establish a scalable design system for financial tools seeking structure and brand consistency?

Designing financial products under a unified brand is inherently complex. A robust, flexible design system is essential to maintaining consistency while allowing for diverse use cases.

Designing financial products under a unified brand is inherently complex. A robust, flexible design system is essential to maintaining consistency while allowing for diverse use cases.

Designing financial products under a unified brand is inherently complex. A robust, flexible design system is essential to maintaining consistency while allowing for diverse use cases.

Solution Overview
Solution Overview
Solution Overview

We evaluated the existing landscape of each tool, created new design standards, and documented these with new design tokens and components.

We evaluated the existing landscape of each tool, created new design standards, and documented these with new design tokens and components.

We evaluated the existing landscape of each tool, created new design standards, and documented these with new design tokens and components.

/ The Gist

Developed

a new flexible design library

Developed

a new flexible design library

Developed

a new flexible design library

For

JPM Engineers, Designers, and PMs

For

JPM Engineers, Designers, and PMs

For

JPM Engineers, Designers, and PMs

To

consolidate the toolset’s brand identity

To

consolidate the toolset’s brand identity

To

consolidate the toolset’s brand identity

To

ensure cohesive design growth

To

ensure cohesive design growth

To

ensure cohesive design growth

/ Results

121+

system styles & tokens

121+

system styles & tokens

121+

system styles & tokens

120

main components

120

estimated time saved

120

estimated time saved

1,100+

component variants

1,100+

component variants

1,100+

component variants

/ About the project

While working on the JPM account, I collaborated with 4 product owners to improve the design and usability of 7+ investment tools within the JP Morgan Advisor division.

One of the biggest initiatives I worked on during this time was developing a comprehensive design system for said financial tools, which previously lacked a documented design language.

/ Deliverables

Figma Design System Library & ZeroHeight Repository

/ Credits

Lead Designer:

Self

Designer:

Casey Harmon

Design Director:

Vanessa Fahy

Overview of Figma documentation we created for the new components

Card component in action within the Insight section of a tool

Improved flyout navigation menu used in several tools

Spotting inconsistencies

We began this initiative by reviewing the existing tools, annotating each component, and organizing them by function and design qualities (spacing, color, typography, etc.). This helped us identify inconsistencies and areas for improvement. We documented these findings in a Figma file and shared them with stakeholders to emphasize the need for a cohesive design system.

Documentation noting UI/UX differences, which we shared with stakeholders to get buy to develop a design system

Striking a balance between flexibility and structure

Once we had a good idea of where the inconsistencies lay, we tested several new token structures to create a cohesive design hierarchy that maintained consistency, while allowing flexibility and specific scenarios across the different tools.

Flexible token structure accounting for all the atoms within the toast component

/ deeper look

One area that required attention was the inconsistent use of light and dark themes. We developed theme-specific tokens with clear guidance on when and how to apply them. We then applied them in Figma variables to automate the designing process for the future.

Example of light and dark tokens applied to toggle tips

Revisiting the grid system

After finalizing the token structure, we revisited the foundational elements, starting with grids. We cross-referenced and tested several grid options, ultimately finding a structure that worked across the entire suite. With these new grids, we also defined zones for navigation structures to ensure consistency throughout all tools.

New grid structure with navigation zones for uniformity across all 7+ tools

Challenges & Improvements

Challenge

Challenge

Challenge

Creating a design system on a tight schedule

This project was a side initiative alongside other ongoing tool redesigns. With limited time each week, we had to be very strategic about creating a completely new structure while balancing other active project work.

Improvement

Improvement

Improvement

Planning ahead with clear communication

To stay on track, I created a tracker that listed key components, identified needed variants, and flagged items requiring design from scratch. This served as our roadmap. Weekly touchpoints helped my teammate and me divide tasks, share findings, and make decisions efficiently.

Time to test it in the tools

To ensure our decisions held up, we stress-tested components within two upcoming redesigns of existing tools. By integrating our Figma library into these redesigns, we saw improvements in legibility and visual hierarchy, while also identifying areas that needed further adjustments.

New components applied in the redesign of the Heatmap Analysis tool

Tool onboarding flow with new components applied

Variants documented in Figma

Outcomes

115
115

system styles & tokens

110
110

main components

1000
1000

component variants

Additional Work

Additional Work

Additional Work

Case Study:

Enhancing the entry point on BCG.com for better engagement and new business

Case Study:

Enhancing the entry point on BCG.com for better engagement and new business

Case Study:

Enhancing the entry point on BCG.com for better engagement and new business

Case Study:

Simplifying the quoting process for cyber insurance agents

Case Study:

Simplifying the quoting process for cyber insurance agents

Case Study:

Simplifying the quoting process for cyber insurance agents