This is work from my time in Securities Services (2023 to 2026). I'm now a Product Designer in CDAO, leading design for the Connectivity area of J.P. Morgan's Data Mesh platform.

The interfaces are under NDA, so instead of screens, this is a written walkthrough of the problem, the decisions I made, and what changed as a result.

J.P. Morgan — Self-service reporting for institutional clients

Overview

• Led UX for a self-service redesign of J.P. Morgan's institutional reporting experience
• Goal: let clients generate, schedule, and customize their own reports without depending on service teams, while keeping data accurate and secure
• Owned the information architecture, the core reporting flows, and the research behind them, alongside PMs and engineers

The Problem

• Clients relied on two separate reporting platforms: one a decades-old legacy system, one newer but structurally different
• Neither had a consistent, intuitive workflow, so clients needed a service team for basic tasks like running a report or setting a schedule
• Using both platforms fragmented the experience further, causing:
  • Heavy operational load on internal teams
  • Friction for clients doing routine tasks
  • A steep learning curve for new users

The Opportunity

Build a modern, self-service experience that would:

• Let clients run and customize reports on their own
• Reduce the load on service teams
• Improve usability without compromising data accuracy or security