CAPITAL ONE

A Personalized Offers Marketplace

Capital One’s Offer Center is a digital hub that delivers customized, credit-related offers directly to customers within their accounts. As the sole UX/UI designer and design lead on this project, I was responsible for delivering the MVP experience and defining the long-term vision and strategy for this evolving ecosystem.

Working cross-functionally with three tech teams and a wide range of stakeholders, I led the initiative from discovery through delivery and scaling—transforming a concept into a high-performing product that now serves millions of Capital One customers.

Role: UX/UI Designer & Design Lead
Platforms: Web, iOS, Android
Team: 1 Product Manager, 3 Tech Teams, Business Stakeholders
Key Skills: UX/UI Design, Research & Testing, Strategy, Roadmapping, Handoff, Production & Handoff

The Challenge

Despite having various targeted offers available across lines of business, there was no single, consistent experience where customers could view or engage with those opportunities. 10% of customers actively searched for ways to find offers and benefits, but friction and fragmentation stood in the way.

The opportunity? Create a centralized "Offer Center"—a consistent and scalable solution that rewards loyal customers and helps them grow their financial access.

Business Context

From a business perspective, Offer Center is more than just a feature—it’s a customer-level marketplace engine. It enables Capital One to:

  • Present personalized, high-value offers (e.g., balance transfers, upgrades, referrals)

  • Drive growth in product adoption and engagement

  • Unlock new revenue streams through improved offer visibility

At full scale, the product is projected to deliver over $9M in incremental annual NPV based on existing performance.

Research & Discovery

I kicked off the project by conducting qualitative research with 9 participants through moderated, remote interviews. My goals were to understand:

  • Customers’ mental models around financial offers

  • How they currently manage, evaluate, and act on credit or loyalty-related benefits

  • Jobs-to-be-done related to finding and using offers

We synthesized the insights into a Customer Journey Framework, broken down into five phases:

  1. Awareness – How do users find out about offers?

  2. Access – Can they easily view details and take action?

  3. Apply – Is the opt-in process clear and efficient?

  4. Acclimate – How do users understand terms and get started?

  5. Adapt – How does the offer integrate into their long-term behavior?

This journey map helped us identify friction points and prioritize which features to launch in the MVP.

Design Process

Knowledge Mapping & Ideation

We hosted workshops to align on what users needed versus what the platform could support. This informed our prioritization matrix and product roadmap, which I led in collaboration with product and engineering.

Prototyping & Testing

I designed and tested early prototypes focused on:

  • A quick interaction pattern for MVP

  • A multi-card account holder view for future scalability

  • Filtering options to support growing offer types

Using Figma, I built interactive flows and collaborated closely with all three tech teams (web, iOS, Android) to ensure consistent execution across platforms.

Strategy & Roadmap

I developed the product vision and documented a multi-phase roadmap, including an intake process and evolving research plan. Both are still in use by the team today.

The Solution: Offer Center MVP

We launched the MVP to 10% of users, focused on the highest-priority offers:

  • Card Upgrades

  • Balance Transfers

  • Referral Bonuse

  • Multi-Card Offers

The MVP used a new microservice architecture (dynamic tiles), allowing for fast content updates without requiring full release cycles.

Challenges & Collaboration

  • Accessibility: Ensured clear indicators and swiping behavior for the carousel; explored alternatives for broader usability

  • Platform Constraints: Worked around front-end limitations by partnering with comparison platform teams to align on reusable, scalable components

  • Design Systems: Collaborated with internal design systems teams to contribute components that could benefit other product surfaces across the app

Impact

✅ Launched to 10% of customers — quickly scaled to 30%, with plans to expand to 100%
✅ $9M+ projected incremental annual NPV
✅ Significant improvement in offer visibility and conversion rates
✅ Scalable architecture enabling continuous iteration and faster go-to-market

Key Takeaways

  • Scalable Design Systems: The use of dynamic tile microservices future-proofed the experience and improved delivery velocity.

  • Design as Strategy: My work on the roadmap, intake process, and research plan shaped not only the product—but how the team works.

  • Cross-Functional Partnership: Deep collaboration with engineering, product, and business was essential in turning this concept into a measurable success.

Final Thoughts

Offer Center wasn’t just a new feature—it was a strategic shift. By creating a consistent, scalable, and user-first solution, we were able to turn a fragmented offer experience into a dynamic, personalized ecosystem that drives real business results.

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