Challenge
The Citi dashboard met basic needs but felt hard to navigate and impersonal.
My role
UX strategy, brand strategy and UI design.
Result
A personal AI assistant, plus filters, custom views and clearer transactions, in one dashboard.
The short version
The problem
The Citi dashboard is where customers send and receive money, apply for personal loans and manage card transactions. It covered the basics but felt hard to navigate and impersonal. The goal: use AI to make those everyday tasks faster and more personal.
How I worked
- User interviews
- Competitive review
- Usability testing
- Analytics review
- Design and prototype
Outcome
Personalized AI help, built into a dashboard that puts common tasks first and stays true to Citi's brand.
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The screens, research and full process are behind a password. Ask me for access and I'll walk you through it.