Citi
Citi
Overview
Managing ultra–high net worth clients requires constant coordination across roles, teams, and time zones. Citi recognized that their bankers were spending too much time navigating fragmented tools, and asked us to design a unified wealth workstation to help them spend less time chasing information and more time serving clients.
Year
2020 (3 months)
Role
Design Director, Product Designer
Deliverables
Foundational Research, Design Strategy, Experience Architecture, Product Design, Evaluative Research
Overview
Managing ultra–high net worth clients requires constant coordination across roles, teams, and time zones. Citi recognized that their bankers were spending too much time navigating fragmented tools, and asked us to design a unified wealth workstation to help them spend less time chasing information and more time serving clients.
Year
2020 (3 months)
Role
Design Director, Product Designer
Deliverables
Foundational Research, Design Strategy, Experience Architecture, Product Design, Evaluative Research
Project Goal
Define a unified private banker experience that consolidates client data and cross-team workflows into a single experience.
Project Goal
Define a unified private banker experience that consolidates client data and cross-team workflows into a single experience.
Research
Understanding fragmented work.
Although Citi understood that data and workflows were scattered across systems, we conducted foundational research to identify which workflows mattered most and how work actually moved across teams. I then led a cross-functional workshop to align on priority workflows, pain points, and design opportunities.
Research
Understanding fragmented work.
Although Citi understood that data and workflows were scattered across systems, we conducted foundational research to identify which workflows mattered most and how work actually moved across teams. I then led a cross-functional workshop to align on priority workflows, pain points, and design opportunities.
Research
Understanding fragmented work.
Although Citi understood that data and workflows were scattered across systems, we conducted foundational research to identify which workflows mattered most and how work actually moved across teams. I then led a cross-functional workshop to align on priority workflows, pain points, and design opportunities.
Research findings (redacted)
Research findings (redacted)
Research findings (redacted)
“Responding to customers quickly is my number one priority. If I don’t respond, they’ll go somewhere else.”
Foundational research participant
“Responding to customers quickly is my number one priority. If I don’t respond, they’ll go somewhere else.”
Foundational research participant
“Responding to customers quickly is my number one priority. If I don’t respond, they’ll go somewhere else.”
Foundational research participant
Strategy workshop
Strategy workshop
Strategy workshop
Strategy & Exploration
Expanding the problem space.
The client’s initial vision focused narrowly on data aggregation, but we pushed the team to think more holistically, exploring how transparency and intelligence could fundamentally change how bankers coordinate work and make decisions across systems.
Strategy & Exploration
Expanding the problem space.
The client’s initial vision focused narrowly on data aggregation, but we pushed the team to think more holistically, exploring how transparency and intelligence could fundamentally change how bankers coordinate work and make decisions across systems.
Strategy & Exploration
Expanding the problem space.
The client’s initial vision focused narrowly on data aggregation, but we pushed the team to think more holistically, exploring how transparency and intelligence could fundamentally change how bankers coordinate work and make decisions across systems.
Concept cards
Concept cards
Concept cards
Interaction model
Interaction model
Interaction model
Early wireframes
Early wireframes
Early wireframes
Design scenario
Design scenario
Design scenario
Visual sketches
Visual sketches
Visual sketches
Vision
A unified banking cockpit.
The client’s initial vision focused narrowly on data aggregation, but we pushed the team to think more holistically, exploring how transparency and intelligence could fundamentally change how bankers coordinate work and make decisions across systems.
Vision
A unified banking cockpit.
The client’s initial vision focused narrowly on data aggregation, but we pushed the team to think more holistically, exploring how transparency and intelligence could fundamentally change how bankers coordinate work and make decisions across systems.
Vision
A unified banking cockpit.
The client’s initial vision focused narrowly on data aggregation, but we pushed the team to think more holistically, exploring how transparency and intelligence could fundamentally change how bankers coordinate work and make decisions across systems.
Client profiles
Client profiles
Client profiles
Cross-system workflow tracking
Cross-system workflow tracking
Cross-system workflow tracking
Step details
Step details
Step details
Navigation
Navigation
Navigation
Banker dashboard
Banker dashboard
Banker dashboard
Intelligent insights
Intelligent insights
Intelligent insights
Utility panels
Utility panels
Utility panels
“Responding to customers quickly is my number one priority. If I don’t respond, they’ll go somewhere else.”
Foundational research participant
“Responding to customers quickly is my number one priority. If I don’t respond, they’ll go somewhere else.”
Foundational research participant
“Responding to customers quickly is my number one priority. If I don’t respond, they’ll go somewhere else.”
Foundational research participant
Global launcher
Global launcher
Global launcher
Systemization
Designing for real work.
With a vision defined, we fleshed out the vision based on real-world scenarios, crafted detailed documentation, and fleshed out a product roadmap to ensure the team could bring the vision to life.
Systemization
Designing for real work.
With a vision defined, we fleshed out the vision based on real-world scenarios, crafted detailed documentation, and fleshed out a product roadmap to ensure the team could bring the vision to life.
Systemization
Designing for real work.
With a vision defined, we fleshed out the vision based on real-world scenarios, crafted detailed documentation, and fleshed out a product roadmap to ensure the team could bring the vision to life.
Design documentation
Design documentation
Design documentation
2026 Chris Mueller Design
2026 Chris Mueller Design