Citi Private Bank Mobile for iPad

Challenge

When the iPad first came out in 2010, there was a race to create apps for it before the competition.  We succeeded, and launched the first-ever iPad app designed for a private bank.

Role

Vice President, User Experience Design

Solution
.
  • Beat all other competitors to the market by introducing Agile UX to Citi for the first time
  • First release went from initial concept to App Store availability within three months
  • Showcased Citi’s thought-leading publications through a custom-designed document reader
  • Added account balance information with accompanying data visualizations
  • Managed feature backlog and sprint/release planning
Award Winner

Forrester 2013: Best Practices for Tablet Financial Apps

The Tabby Awards 2012: Best Financial Tablet App

Created user profiles and designed based on user needs.

Generated application screen map for developer and stakeholder presentations.
Leveraged rich imagery to enhance premium feel of branding.

Overview page gives portfolio summary and recent publications.
Snapshot page shows data visualizations for the user’s portfolio.
Citi’s publications are divided into browseable categories.
Users could expand current vs prior balances to see the change over time.

PORTFOLIO

Enabling safe, inclusive access to public town-hall meetings in the age of COVID-19.

(Case study available during live portfolio reviews)

Reimagining the world’s top Board Portal, used by over 700,000 Directors and 20,000 organizations.

Award Winner

The Digiday Awards 2018:  Best Branding B2B Campaign

OMMA Awards 2018: Best Business to Business Website

Award Winner

B2 Awards 2018: Award of Excellence, Web Presence

   Dreamscape VR  

Technology on the frontier of mental health and well being.

ShopRite Mobile App  

Simplifying the shopping experience through contextual awareness.
Award Winner

A’DESIGN Awards 2018: Winner, Platinum A’ Design Award

Webby Awards 2018: Nominated

HOW Design Awards 2017: Merit Winner

GOOD DESIGN Awards 2017: Winner, Interactive Media

HORIZON INTERACTIVE Award 2017: Winner, Best of Category: Utility

Award Winner

Forrester 2013: Best Practices for Tablet Financial Apps

The Tabby Awards 2012: Best Financial Tablet App