Eliminating Friction in Compliance Workflows
Led the UX strategy and design to streamline IPS workflows, directly targeting and reducing a primary source of compliance rework and manual effort for wealth advisors.
Role
Lead Product Designer
Timeline
6 Months
Outcome
30% Reduction in Process Time
Re-architecting Wealth Management Onboarding
Reducing document errors by 35% and saving $400K annually by designing a unified platform for complex client households.
Role
Lead Product Designer
Timeline
4 Months
Impact
100% Task Success; 40% Est. Time Reduction
Optimizing the Path to Purchase
Drove a 12% increase in conversion rates by redesigning the global checkout experience based on user pain points.
Role
Product Designer
Timeline
12 Weeks
Impact
18% increase in customer satisfaction (CSAT)
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Elevating a $10B Initiative for Global Impact.
Drove a 17% increase in engagement and 25% growth in female user acquisition through feature design and a foundational design system.
Role
Lead Designer
Timeline
4-Week Sprint
Outcome
Increased Engagement & Applications
Removing the Awkwardness of Splitting Bills
Designed and validated a specialized P2P payment app to address the unique friction points students face when managing shared costs for rent, groceries, and nights out.
Role
Product Designer & Researcher
Timeline
2-Week Design Sprint
Outcome
Validated UX Concept & Prototype