Chase for Business

Chase for Business

The best in class banking solution for Businesses to start, grow and manage their business, in a simple and holistic view of all their assets, revenue, cashflow to help them make better realtime decisions.


The best in class banking solution for Businesses to start, grow and manage their business, in a simple and holistic view of all their assets, revenue, cashflow to help them make better realtime decisions.


The best in class banking solution for Businesses to start, grow and manage their business, in a simple and holistic view of all their assets, revenue, cashflow to help them make better realtime decisions.


Industries

Travel

Date

January 2023

My Role

My Role

Lead UX designer

Lead UX designer

XFN Team

XFN Team

Product Owner, Data Analyst, Researcher, Full Stack Engineer

Product Owner, Data Analyst, Researcher, Full Stack Engineer

Industry

Finance

Duration

7 Months

Industry

Healthcare

Duration

8 Months

Context

Small & Medium Businesses need a better banking solution to get a simple and holistic view of their business activity and cashflow to make better business decisions.

For 2022, businesses have high expectations with 81% of midsize businesses and 63% of small businesses anticipating revenue and sales growth.

Problem

SMB have challenges to have a 360 view of their cash flow and stay organized with tracking their expenses aswell as gain timely insights to grow their business. Chase want’s to better serve the SMB sector and provide the right tools to make timely decisions.

Propose a north star vision and an MVP for the next version of Chase Connect.

Solution

Chase Connect 2.0 makes it easy to manage multiple accounts and control cash flow—all from one dashboard. Focusing on businesses, Running a business is complex, banking doesn't have to be.

My process to build the solution

My process to build the solution

Market Research

Market Research

Competitive Analysis

Competitive Analysis

User Personas are very important for aligning the problem we are solving

User Persona & their goals

User Persona & their goals

User Personas are very important for aligning the problem we are solving

User Flows for Jobs-to-be-done

User Flows for Jobs-to-be-done

User Personas are very important for aligning the problem we are solving

Low Fidelity Wireframes

Low Fidelity Wireframes

Final Design Solutions

Final Design Solutions

I specialize in crafting exceptional digital experiences to help the users achieve their goals.

Crafted with love by Mayuri

I specialize in crafting exceptional digital experiences to help the users achieve their goals.

Crafted with love by Mayuri

I specialize in crafting exceptional digital experiences to help the users achieve their goals.

Crafted with love by Mayuri