Launching Accessible, Affordable Investments
Launching Accessible, Affordable Investments
Launching Accessible, Affordable Investments
product design
ux/ui design
interaction design
visual design
interactive prototypes
usability testing
product design
ux/ui design
interaction design
visual design
interactive prototypes
usability testing
product design
ux/ui design
interaction design
visual design
interactive prototypes
usability testing
Client: Goldman Sachs
Client: Goldman Sachs
Social Impact Investment Portfolios
I worked with a team of designers, developers and product managers at Goldman Sachs in preparation for launching Marcus Invest. Goldman was launching Marcus Invest to offer a more financially accessible investment product than their existing offerings, with a $1,000 minimum initial investment, as well as offer more ethical forms of investing like ESGs (environmental, social, and governance) portfolios.
Social Impact Investment Portfolios
I worked with a team of designers, developers and product managers at Goldman Sachs in preparation for launching Marcus Invest. Goldman was launching Marcus Invest to offer a more financially accessible investment product than their existing offerings, with a $1,000 minimum initial investment, as well as offer more ethical forms of investing like ESGs (environmental, social, and governance) portfolios.
Social Impact Investment Portfolios
I worked with a team of designers, developers and product managers at Goldman Sachs in preparation for launching Marcus Invest. Goldman was launching Marcus Invest to offer a more financially accessible investment product than their existing offerings, with a $1,000 minimum initial investment, as well as offer more ethical forms of investing like ESGs (environmental, social, and governance) portfolios.
Marcus Invest Marketing Site
Approaching the launch, I worked with the product team to integrate a new Marcus Invest section into the existing Marcus marketing site. I helped design a cohesive experience to integrate with Marcus’ other products and convey Marcus Invest's value and competitive differentiation through effective copy and visualizations.
View Marketing Site Case Study
Marcus Invest Marketing Site
Approaching the launch, I worked with the product team to integrate a new Marcus Invest section into the existing Marcus marketing site. I helped design a cohesive experience to integrate with Marcus’ other products and convey Marcus Invest's value and competitive differentiation through effective copy and visualizations.
View Marketing Site Case Study
Marcus Invest Marketing Site
Approaching the launch, I worked with the product team to integrate a new Marcus Invest section into the existing Marcus marketing site. I helped design a cohesive experience to integrate with Marcus’ other products and convey Marcus Invest's value and competitive differentiation through effective copy and visualizations.
View Marketing Site Case Study
Onboarding Experience
I redesigned the experience for onboarding users to a new Marcus Invest account. In onboarding, users choose if they would like to open an individual investment account, joint investment account, or IRA. They answer a series of questions for the system to determine their portfolio's risk level, then select their portfolio investment strategy. Users complete their account set up by providing their personal information, employment and financial details, then funding their account.
Onboarding Experience
I redesigned the experience for onboarding users to a new Marcus Invest account. In onboarding, users choose if they would like to open an individual investment account, joint investment account, or IRA. They answer a series of questions for the system to determine their portfolio's risk level, then select their portfolio investment strategy. Users complete their account set up by providing their personal information, employment and financial details, then funding their account.
Onboarding Experience
I redesigned the experience for onboarding users to a new Marcus Invest account. In onboarding, users choose if they would like to open an individual investment account, joint investment account, or IRA. They answer a series of questions for the system to determine their portfolio's risk level, then select their portfolio investment strategy. Users complete their account set up by providing their personal information, employment and financial details, then funding their account.
Funding the Investment Account
I designed and improved flows for funding investment accounts. This includes linking multiple bank accounts to transfer money, one time and recurring payments, rollovers, large ACH deposits, and funding during tax season.
Funding the Investment Account
I designed and improved flows for funding investment accounts. This includes linking multiple bank accounts to transfer money, one time and recurring payments, rollovers, large ACH deposits, and funding during tax season.
Funding the Investment Account
I designed and improved flows for funding investment accounts. This includes linking multiple bank accounts to transfer money, one time and recurring payments, rollovers, large ACH deposits, and funding during tax season.
