Chase Snapshot
Role
Lead Designer
Partners
Product
Engineering
Content
Data Analytics
Scope
Native App iOS / Android
Problem
How can Chase offer a more approachable and fun experience for people new to personal finance?
Key Contributions
Led the 0-1 feature build from early stage concept through to MVP and implementation.
Led ongoing design iterations with newly formed Snapshot team to build library of Snapshot tiles based on personalized insights
Results
Super high engagement, 25% of users return 2 or more times per month, 15% at least 3 times
68% of all users visited at least once a month
88% positive feedback and satisfaction score, one of the highest of all Chase app features
20% of digital account openings originated from Snapshot and 21% of Autosave rules originated from Snapshot
Summary
Snapshot started as a design concept called “Flow” meant to make personal finance more approachable. The goals from the outset were to be hyper-personalized about a user’s data and provide actionable insights or interpreted meaning (a “so what”) behind the data. It should also strike a positive tone, never condescending, and be digestible in 60 seconds or less. After the MVP showed excellent engagement it was rebranded and incorporated into the Chase app, it’s now an anchor feature, prominently displayed at the top of the Chase app home.
