In early 2019, customers were growing nervous about market volatility, pulling cash out of investment accounts and parking it in traditional banks. But those banks offered little value: low interest rates, clunky interfaces, and opaque terms. We needed a better way to keep clients in the Wealthfront ecosystem while genuinely serving their needs.

We launched the Wealthfront Cash Account: a high-interest, FDIC-insured alternative to traditional checking or savings. It offered free ATM access, fast transfers, and a refreshingly transparent experience. No fees. No risk. Just smarter money management. And because we weren’t a bank, we had to reinvent how we described everything—from the name itself to the way we explained interest, limits, and transfers.

As content lead from inception, I contributed to product strategy, naming, legal reviews, signup flows, email systems, growth experiments, and help docs. I shaped the voice of the product and scaled content systems across surfaces. I also crossed into product design to help redesign the transactions page and streamline how customers moved money.