Challenge
Outdated credit card statements confused and frustrated customers and made it hard to understand balances, payments, and charges
Outcome
A redesigned billing experience that clarified statement data and organized payment information around customer needs
IMPACT
$12M
funding secured to scale the redesigned billing experience70%
increase in statement comprehension1
cohesive system spanning print and digital billingTHE QUESTION
How do you make a financial document make sense for the customer?
what we did
Personalized the statement around different financial behaviors
Introduced data visualization to clarify charges, payments, and progress
Reduced cognitive load through layout and spacing
Extended the payment coupon for visibility and easy tear-off
Built a modular system that scales across channels
why it mattered
Simplified complex financial data without sacrificing accuracy
Helped customers immediately understand what they owe and why
Aligned the information hierarchy with real customer questions
Shifted the statement from dense documentation to a clear financial tool
Let’s build what’s next — together
Client — Discover
Role — Product Design Lead
Services — UX Strategy · Interaction Design · Information Architecture · Systems Thinking