My Roles // Visual/UI Designer, Design System Creator & Manager, Illustrator, UX Contributor
United Income was a financial planning and wealth management solution founded in the summer of 2016 and acquired by Capital One in 2019. We combined technology, algorithms, models, methodology, and a team of wealth management experts to analyze the interrelationships of our customers' financial decisions in new ways. The financial planning and investment strategy solutions we produced with this approach improved our ability to build wealth for these folks over the course of their lives. Our tools were especially useful for folks approaching and transitioning into retirement.
Over the course of my four years at the company, the application evolved from a fairly simple UI to an absolutely insane one. The design system grew with it—sometimes for the better and sometimes not!
Here is a link to the archive of this design system stored by my friend and front-end developer counterpart James Ives. He also wrote an article about how we created the system.
Some snippets from the United Income Design System
Yes, we had something called "McGonagall" in this app.
The App in Motion!
Here are a few short videos that show some of the interaction design and motion design we included in the application.
Compare Plans functionality
Financial Plan Projections interaction
Question Flow Interaction (This is McGonagall, by the way. Long story.)
We had pretty complex question flows. Here is what it would look like to make an edit to such a flow.
They let me have fun with animated gifs, haha
A Cool New Feature
Here is a cool Financial Plan Summary feature we designed toward the end of my time with the company. We were looking for a more thorough and informative way to summarize a user's financial plan while showcasing our value props as an organization and providing a more comprehensive comparison of plan versions. This design was created alongside a UX lead. We conducted several brainstorming sessions to lock in the experience and interface elements.
In my opinion, this feature is one of the strongest designs we put forth from a research, experience, and interface point of view.
