BNY Mellon – Designing a Unified Wealth View for BNY Mellon Clients Across Institutions

As part of BNY Mellon’s digital transformation, I led UX design for a key initiative: enabling high-net-worth clients to view all their financial accounts—including assets held at external institutions—within a single portal. Through iterative design, rapid delivery cycles, and deep stakeholder collaboration, we developed a scalable aggregation experience that integrates cleanly with the core portal while allowing for phased feature expansion.

Role

Role

Lead Product Designer

Timeline

6+ months (2019)

Platform

Client Web Portal

Team

BNY Mellon Stakeholders, Internal PMs, Dev Team, frog Designers

Before (Challenge) → After (Solution)

No way to view external assets within the BNYM portal. → Designed integrated aggregation flows to view total wealth across institutions.

Siloed teams and priorities slowed feature expansion. → Created a modular experience architecture for faster iteration and long-term scaling.

Design handoff lagged behind dev sprint cycles. → Adopted tight two-week sprint cadences with bi-weekly dev-ready handoffs.

How We Got There

Led UX design for wealth aggregation and supported broader portal efforts: global navigation, group/account search, document delivery.
Worked in lockstep with BNYM and frog teams via daily standups, weekly feedback sessions, and bi-weekly design handoffs.
Used Figma to create mid- and high-fidelity flows and design specs aligned with BNY Mellon’s design system.
Ensured stakeholder alignment through co-creation workshops and ongoing critiques with both business and technical leads.
Prioritized extensibility—designing components that can evolve with phased roadmap features post-launch.

Selected Examples

Holistic Wealth View Dashboard: Unified display of total assets across internal and external holdings.

Account Aggregation Flow: Seamless onboarding of external institutions and assets.

Modular UI Components: Designed for reuse and phased roadmap rollout.

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Impact

Result → Outcome

Designed aggregation UX for high-net-worth clients → Enabled users to see a full picture of their financial assets in one place.

Delivered production-ready design system updates → Accelerated dev integration and improved consistency across the portal.

Facilitated tight collaboration cadence → Kept the multi-month project on track and aligned across teams.

Successfully launched to BNYM customers → Live today with positive early feedback and strong user adoption.

Design POV

“Trust is critical in wealth management. Our goal was to deliver clarity, control, and cohesion—helping users see everything they own, wherever it lives.”