✨ Project Overview

I led the UX writing for the modernization of Daily Snapshot, the app’s home-page insight showing balances, spending, and cash flow. I joined as the project moved from sponsor concept to full product build and helped shape how data spoke to users — through tone, hierarchy, and clarity.

📍 Organization: J.P. Morgan Chase & Co.

💼 Role: UX Writer

⏳ Duration: 1 year

🤝 Teams: Content · Design · Product

✏️ The Opportunity

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• Make the daily view human and scannable, not mechanical.
• Replace transactional copy with plain-language cues that build confidence.
• Create content patterns flexible enough for weekly and monthly summaries. </aside>

✍️ Approach

1. Clarify meaning through language

• Translated system-driven terms into everyday phrasing (“Money in this month” instead of “Deposits”).
• Created consistent naming conventions across cards and graphs.
• Adjusted tone to be neutral but conversational, striking balance between friendly and trustworthy.

2. Reduce friction through hierarchy

• Simplified headers and sub-labels so users could grasp key insights at a glance.
• Defined microcopy rules for charts, captions, and alerts.
• Built guidelines for progressive disclosure — the right amount of detail at the right time.

3. Collaborate, test, iterate