Account Onboarding

Chase's business banking platform needed a more coherent onboarding experience for customers opening a new business account. The existing flow had friction across multi-step forms, inconsistent field patterns, and gaps in guidance at key decision points — making an already complex process harder than it needed to be.

I joined a cross-functional team alongside a lead product designer, two product partners, an engineering team, a researcher, and a content designer. My focus was the form layer: structuring input fields, validation states, and error handling to meet both regulatory requirements and the bank's design system standards.

The work required close collaboration with engineering to ensure patterns were implementation-ready, and with the content designer to keep field labels and helper text clear and consistent. The result was a more guided, reliable form experience across the account opening funnel.