Nerdwallet Deck Guides
Tools to Simplify, Inspire, and Deliver
At NerdWallet, I specialized in creating clear and impactful templates and guidelines for slide decks and infographics with cross-functional team goals.
Opportunity and Goals
Areas to Strengthen
At Nerdwallet, I would provide templated solutions across information architecture. As we began scaling across organization, templates to accelerate craft and content were considered.
Data Visualization Styles
Content Builds
We had multiple channels to create charts independently and through design – serving requestor goals and speedy timelines. Strategies were created for color, chart styles across platforms.
Nerdwallet's business model is fueled through SEO and content articles. Because frequent partner products (10+ weekly across loans, credit cards, etc.) photography was sourced to work with design.
Presentations
Nerdwallet's design team provided weekly updates across product and brand to encourage collaboration. Reported wins for design and company all hands were a supporting area for team goals.
Guides and Documentation
Infographics are a critical part of storytelling Nerdwallet's offering while providing a way to house data points to share across social and site. I created guides with our Creative Lead for best practices.
Process and Ideation
Planning Docs and Cross-collaboration
I would define meeting goals with our Creative Lead for exploring bucket needs. Identified areas for structure were created and meetings were set with our PM + copy team to improve documents.
Sync and Organization
Gathering Internal Writer Goals and Design
I would work with our assigning editors to find high impact buckets they create often (editorial, trends and pure metrics) to create templates with design.
Company Research
Wiremocks on Information Flow
I would create templates for the most common use cases across Nerdwallet, examples and company templates to provide outlets to organize content to design. Systems were considered to allow asynchonous updates.
Deck Layout
Select Sample Created in Slides
Outcomes
Design for Company-wide use
Exploration and checks to systems for Nerdwallet
All Deliverables met
With systems built out, we improved resourcing at Nerdwallet for higher pressure projects. I could create 8 weekly exports for infographics, social media posts and content seamlessly with clear goals.
Improve Request Flow
Our 90 content writers had a request system for imagery and improved content. The DAM system built is still being used at Nerdwallet today in 2025 which is a testamate to it's success (2016 launch).
