Deposit Optimizer Essentials
An optimization platform for leadership that diagnoses deposit performance, alerts on early warning indicators, and provides recommended actions to maximize deposit value.
Timeline
2023
Team
Senior UX Designer (sole designer), Director of Product Management, Managing Director of Market Solutions
Responsibilities
Conceptual work to showcase to stakeholders for a new line of product within Curinos
Overview
Formerly called PriceTek Lite, Deposit Optimizer Essentials allows clients to:
Understand the drivers and optimize the value of deposits to the bank
Understand real time key warning signs in your deposit portfolio, such as
Growth off track to plan
Troublesome balance concentration changes
Customer attrition risk
Exception pricing levels
Save time and costly mistakes by reacting to the right metrics with the right answer
Research methods
Evaluative Research
Generative Research
Design methods
Wire-framing
Conceptual Design
Detailed Design
Design process
I had a short timeline to refine rough concepts into polished designs for a key presentation by one of our directors. The goal was to take hand drawn sketches and PowerPoint mockups and transform them into a detailed, visually appealing dashboard. A key challenge was reworking complex charts and graphs into a more user friendly interface while ensuring they aligned with Tableau’s data visualization components.