The project centered around a comprehensive redesign of Bank of America's yearly financial reports for the Private Bank sector, spanning three key areas: wealth management, account summaries, and portfolio holdings. Over a seven-month timeline, the primary challenge was to modernize the existing report design while ensuring a smooth transition for clients accustomed to the traditional format. The objective was to introduce fresh styles and perspectives, addressing perceived gaps in the current user experience.

True collaboration was a cornerstone of the project, involving designers, developers, and the client in the redesign process. As the lead designer, my focus was on demonstrating the excitement and value of introducing innovative concepts to an established workflow. The project aimed to enhance the learning experience for all users involved in the financial reporting process, emphasizing the importance of a user-friendly design.

Ultimately, the redesigned reports sought to create a more engaging and contemporary experience for users on both the business and client sides. By aligning with modern design principles and introducing new perspectives, the project aimed to contribute to a more effective and user-friendly financial reporting system for Bank of America's Private Bank sector.