Project
Project
Goldman Sachs
Goldman Sachs
Goldman Sachs
Goldman Sachs
Agency
Elephant by Huge

Role
Senior Product Designer

Year
2017
Agency
Elephant by Huge

Role
Senior Product Designer

Year
2017
Agency
Elephant

Role
Senior Product Designer

Year
2017

Goldman Sachs presents Marcus, its first consumer-facing product in its 148 year history. Inspired by founder Marcus Goldman, it began with a mission: help people achieve financial well-being by putting technology and a long history of expertise to work.

It took just 15 months, from conception to rollout, to hatch the fintech brand in the U.S. The launch was genuinely exciting; their APY's topped every list we found and Goldman Sachs was a clear leader in the space. It even went on to win all types of awards, including several NerdWallet 2018 Best-of wins and a 5-star CreditKarma rating. 



The launch required a small, close-knit army. I was brought on to work on the account application and consumer dashboard using via any visual, ux and copy changes needed.
Goldman Sachs presents Marcus, its first consumer-facing product in its 148 year history. Inspired by founder Marcus Goldman, it began with a mission: help people acheive financial well-being by putting technology and a long history of expertise to work.

It took just 15 months, from conception to rollout, to hatch the fintech brand in the U.S. The launch was genuinely exciting; their APY's topped every list we found and Goldman Sachs was a clear leader in the space. It even went on to win all types of awards, including several NerdWallet 2018 Best-of wins and a 5-star CreditKarma rating. 



The launch required a small, tight-knit army. I was brought on to work on the account application and consumer dashboard using via any visual, ux and copy changes needed.
Goldman Sachs presents Marcus, its first consumer-facing product in its 148 year history. Inspired by founder Marcus Goldman, it began with a mission: help people acheive financial well-being by putting technology and a long history of expertise to work.
It took just 15 months, from conception to rollout, to hatch the fintech brand in the U.S. The launch was genuinely exciting; their APY's topped every list we found and Goldman Sachs was a clear leader in the space. It even went on to win all types of awards, including several NerdWallet 2018 Best-of wins and a 5-star CreditKarma rating. 


The launch required a small, tight-knit army. I was brought on to work on the account application and consumer dashboard using via any visual, ux and copy changes needed.
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01

As Marcus lives entirely online, developing a well-oiled platform was absolutely key to Goldmans Sachs vision. 

01

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01
User dashboard
OBJECTIVE 01
Create a scalable modular design system to grow with the brand and user. ...............
OBJECTIVE 01
Create a scalable modular design system to grow with the brand and user. ...............
OBJECTIVE 02
Imagine an editorial-styled financial experience. .........................................
OBJECTIVE 02
Imagine an editorial-styled financial experience. .........................................
OBJECTIVE 02
Re-imagine a traditional financial experience. .........................................
OBJECTIVE 03
Balance information to reflect needs of all users and brand products. ..................
OBJECTIVE 03
Balance information to reflect needs of all users and brand products. ............................
OBJECTIVE 04
Establish and uphold sturdy UX patterns for data and future product creation processes.
OBJECTIVE 04
Establish and uphold sturdy UX patterns for data and future product creation processes.
OBJECTIVE 04
Establish and uphold sturdy UX patterns for data and future product creation processes.
OBJECTIVE 05
Design around murky legal requirements and lengthy disclosures. ........................
OBJECTIVE 05
Design around murky legal requirements and lengthy disclosures. .........................
OBJECTIVE 05
Design around murky legal requirements and lengthy disclosures. ........................
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02
The Dashboard’s underlying structure was born from a lengthy discovery period, of where 100+ iterations were tested. The goal was to:

Seamlessly grow or turn off any component
Equal, easy visibility of multiple products
Display multiple related charts at a time
02

The Dashboard’s goal was to: Seamlessly grow or turn off any component, equal visibility of multiple products, and display multiple related charts at a time
02
Structure
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03

A few of the explorations
02

A few of the explorations
02
A few of the explorations
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04
Solution
02
Solution
02
Solution
02
Solution
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05
Product cards were designed to be customizable and accomodate several states, depending on:
User Activity
Notifications
Date
Product
Number of Accounts
Payment Settings
Unlimited Future Products
Legal Requirements
05
Product cards were made to fit several states, depending on:

User Activity

Notifications
Date
Product
Number of Accounts
Payment Settings
Unlimited Future Products
Legal Requirements
05
Product cards were designed to be customizable and accomodate several states.

05
Product Cards

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9
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5
8
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06
We knew users would most likely have different, multiple accounts, so we created a system that could be easily navigated and scaled. 

Upon viewing an account, customers could see all related actions and details. This included monthly statements, tax documents, easily transaction filtering, and personalized GS advice.
02
The Account Detail page is where you can find the details and search transactions.
02
Account Detail
07

For the intial launch customers could quick filter by date. We wanted it to feel simple and sophisticated. Using subtle, intuitive animations, the dropdown transformed into a feature people would want to use.
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08

The pattern was used designed to be used in other situations, helping create an experience that felt stable and dependable. To ensure 

Page header styles were made to be consistent across other pages. Tables were stress-tested to maximize flexibility across pages and devices. They also were able to be modified based on different alerts. 
05
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09

Forms were central to the experience. The aim was to get the user through them as smoothly as possible.
05

Forms were central to the experience. The aim was to get the user through them as smoothly as possible.
05
Forms were central to the experience. The aim was to get the user through them as smoothly as possible.
10
Forms use large, WCAG complaint fields for easy inputs. These are revealed in sections to lead the user through step-by-step. This helps signing up easier and also reduces incorrect or missing fields.
05
Forms use large, WCAG complaint fields for easy inputs. These are a revealed in sections to lead the user through step-by-step. This helps signing up easier and also reduces incorrect or missing fields.
05
Forms use large, WCAG complaint fields for easy inputs. These are a revealed in sections to lead the user through step-by-step. This helps signing up easier and also reduces incorrect or missing fields.
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11

At the end of the applications, there were often going to be lengthy agreements. To promote transparency,  we opted to use a layout that made the information easy to scan by highlighting each section. We also kept the 'Continue' button anchored to bottom to help users understand the actions needed.
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