Wells Fargo Vantage

Overview

Wells Fargo’s Commercial Electronic Office (CEO) was a collection of 20+ siloed applications with inconsistent UX, duplicated workflows, and no shared system.

I led design efforts to consolidate these into Wells Fargo Vantage — a single, unified platform aligned to updated brand guidelines and built for scale.

The Problem

• Fragmented tools with inconsistent patterns and navigation
• High cognitive load and inefficient workflows for clients
• Redundant functionality across applications
• No scalable foundation for product or design consistency

At the same time, we needed to modernize the experience to meet updated brand standards — without disrupting usability.

What I Did

• Defined a unified experience model across all applications
• Consolidated and simplified overlapping tools and workflows
• Led adoption of a scalable design system across the platform
• Directed the visual refresh to align with new brand guidelines
• Aligned product, engineering, and design around a cohesive direction

Outcome

• Reduced 20+ siloed tools into a cohesive platform experience
• Improved usability, consistency, and task efficiency
• Established a scalable foundation for future product development
• Elevated overall product quality and brand alignment