Momentum

Overview

Momentum is a conceptual financial and sentiment analytics platform that enables Bank of America's internal teams to track, analyze, and optimize operational expenses across different business functions, providing real-time insights and reducing manual reporting.

Accenture has developed a conceptual sentiment journey navigator for Bank of America without a cohesive design system. The proposed tool has been developed as two separate applications; however, they would like to consolidate the two and give it a seamless user interface. The client has currently been working with the tools, so it is best to keep the user flows and functionality as consistent as possible when updating the designs. As a result, I’ve delivered the team a design system in alignment with Bank of America’s brand identity and interactive prototypes to guide the client, stakeholders, and development team in a unified and improved direction.

My Role

I led the UX redesign for this project, focusing on streamlining navigation, improving data visualization, and ensuring brand alignment. Due to the conceptual nature of this project, the user goals were inferred based on industry best practices and existing workflows.

Setting the stage...

Before Momentum, analysts relied heavily on spreadsheets and Power BI, leading to inefficiencies, data inconsistencies, and a lack of centralized insights.

Problem

The previous state of Momentum was inconsistent, lacked visual hierarchy, and left the user confused about what next steps to take. 

• Fragmented workflows: data was stored across multiple spreadsheets and Power BI dashboards, creating inefficiencies
• Lack of intuitive navigation: Users struggled to find relevant financial data without manually compiling reports‍
• Misalignment with branding and design: The existing interface was inconsistent with the client’s branding and displayed numerous visual flaws

Solution

How might we…

• Create a centralized platform that integrates financial and sentiment data?
• Improve navigation and usability to help analysts find insights faster?
• Align the design with Bank of America’s branding to ensure consistency?

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Let's get under the hood

So what do financial analysts do?

Before working on this project, I’d never had any exposure to the financial services industry or had a single clue as to what was frontstage and backstage outside of the theatre. And don’t even get me started on the headache I get from finance jargon…

For me to design the best experience, I started by conducting tertiary research on the financial services industry and the roles of our target users.

Based on the industry context, I made the following assumptions about our primary users’ needs:

• Users need quick access to financial data
• Users need historical comparisons and real-time insights to track spending trends
• Users need a consistent and structured UI to reduce cognitive load.

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How I cleaned this up

Once this was gathered, I conducted a heuristic evaluation to outline problem areas in the current prototype’s interface. After doing so I identified the following goals for continuing the work:

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Conclusion

Despite the challenges of remote collaboration and limited client availability, the stakeholders were pleased with the direction of this redesign. The design system provided a solid foundation for future iterations, and the wireframes showcased enhanced usability and improved user experience. The updates highlight the potential value and impact it can bring to Bank of America’s sentiment journey navigation.

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