eMoney Advisor provides a suite of financial products to help financial advisors and their clients talk about money. Within the client site, there is a spending section that tracks and categorizes transactional data aggregated from all of the user's connected accounts. In this project, I helped bring two new features to the spending section of the client site.
To redesign the spending section to reflect the recently adapted component library. While we are there partner up with customer support to help define what solutions would create the most positive impact for our users.
For this project, I led the UI/UX design of everything that surrounds the homepage. Since we were in the initial stages of developing a component library we had room to experiment with the UI.
Our customer support team presented the top product suggestions they had recorded on UserVoice and together we picked two new features to tackle:
I got together with my product owner and my lead developer and we started sketching based on the features requested by our users.
Considering what we learned from our initial research, I started wire-framing some initial concepts.
Add Transactions Decision Screen
Add Manual Transactions
Add Top Level Categories
I created some clickable prototypes in InVision which we used for testing and later to visually aid the creation of Jira stories for the development team.
Upload Transactions
Add Manual Transactions
Add Top Level Categories
We set up presentation sessions at our yearly summit to show the high-fidelity prototype and gather as much preliminary feedback as I could from our customers. The presentations were very well received and we had various people asking when the features would be live.
The new client spending section and its two new features were designed using our newly established component library called Kyber. Thanks to the work done on this project, we created unique design patterns that would later be added to the component library.
The result is to be determined as this is still in active development. I am no longer the designated designer on this project as I was backfilling until they hired a dedicated designer. But I do keep in touch with the development team and keep an eye out for the demos they have.
Sometimes feature requests may hint at the lack of discoverability of other features or links.
Although not the main reason for this feature request, the “add manual transactions” feature had to do with the lack of discoverability of the “split transactions” feature.
"His empathy and desire to understand the users resulted in intuitive and desirable interfaces that were quickly adopted by stakeholders. If I were to build my Product Team today, no doubt, Frankelly would be the first designer I would ask to come on board!"
"I had the great pleasure of being on the same team as Frankelly at eMoney. I found that his designs always addressed the various stakeholders' requests, while ultimately keeping the user in the forefront."
"Frankelly lives and breathes the user experience. He has an amazing talent for taking a challenging and cumbersome experience and turning it into something simple and enjoyable for all users."
"His passion for bringing joyful user experiences to everyone is what separates him from other designers. His keen ability to perform interviews and usability tests with users will lead to comfortable, well-designed user experiences."
"He is also a very wonderful person to work with. He is personable, collaborative, and supportive of all his teammates. He is eager to learn from others and has an excellent understanding of how to best partner with User Research."
"Working with Frankelly has been a true pleasure. He is super easy to work with, dedicated, hardworking, and shows a true eye for design. He always strives to create solutions that are both visually striking, but also simple and intuitive."
"Frankelly is a true team player and collaborator, he fostered a positive work environment and encouraged collaboration among all team members. His positive attitude and dedication to his craft made him a pleasure to work with."
I'm always open for new projects, collaborations, talking shop or
just a friendly hello 😊