Overview
Finicity’s open banking platform enhances how financial institutions utilize consumer data to deliver innovative digital experiences. At Finicity, a Mastercard company, I contributed to a wide range of projects spanning open banking, financial data connectivity, and developer-facing tools. I designed intuitive interfaces that simplified complex financial data for institutions, fintech developers, and end consumers. My work included reimagining data visualization, onboarding flows, and API experience design, all while balancing strict security and compliance requirements. This case study highlights select solutions I developed, showcasing how thoughtful design can enhance trust, usability, and innovation across Finicity’s diverse product ecosystem.
Research & Design
API Experience Design · Open Banking Workflows · Developer Tooling UX · API documentation optimization · Accessibility & Compliance · Interaction Design · Digital Design Systems ·
- Duration: January-May 2019
- Team: Fas Lebbie, John Adams, Brian Burgees
My Role
Conducted research and delivered information architecture for open banking workflows, uncovering adoption barriers and translating technical requirements into ux solutions.
Built component-based digital design systems, optimized API documentation, and crafted intuitive developer and consumer experiences across 30+ Financial Institutions.
Collaborated to improve cross-functional alignment with product and engineering teams, setting new design standards for API tools and developer platforms.
Design Interventions
At Finicity, I led end-to-end design efforts spanning the Finicity homepage, onboarding experiences for financial institution partners, and developer API platforms. I created SDK interfaces, authentication flows, and API documentation to support 30+ financial institutions serving 53M+ accounts. My work included designing intuitive consumer banking experiences, data connectivity dashboards, and secure login flows that simplified complex financial data interactions. The flows presented here are a selection of my contributions and do not represent the full scope of my work at Finicity.
Users Enabled with Open Banking Solutions
Core UI/UX design contributions supported Finicity’s platform scale, empowering secure financial connectivity for over 22 million accounts.
Coverage of U.S. FI Accounts
Finicity’s network spans 95% of U.S. financial accounts; my API experience and onboarding work helped developers tap that scale securely and intuitively.
Financial Institutions Connected
Design systems and AI, I contributed to supporting a developer platform serving connections to 10k+ institutions.
Reflections & Impact
As one of the early designers, part of a four-person team at the company’s start, I collaborated closely with the VP of Design to shape impactful solutions for financial data connectivity. Our team’s work reached over 22 million users and numerous financial institutions, helping them navigate open banking with clarity and confidence. We established strong design standards for presenting complex financial data, focusing on security, usability, and trust. These efforts improved the experience for both partners and end users, strengthened Finicity’s position in the financial industry, and played a role in its $825 million acquisition by Mastercard in 2020.
