I’ve worked on projects requested from various clients in the finance sector, from regional bank to multi-national financial services. I enjoy every step of the design process where the complexity varies from one business unit to another.
I've worked with various clients in financial services.
Over the course of my career, I’ve designed native mobile applications and web applications.
I've designed applications and websites that reach a wide range of audience.
Here are more information on a few selected projects I’ve done with clients in finance.
Enterprise Analytic Tool
A hedge fund wanted to leverage their internal legacy analytic tool to create a more modern and interactive application that would benefit both their clients and their employees (i.e. analysts, researchers, and client advisors). I led the UX design alongside the creative director on the project. I worked closely with the business stakeholders to gather requirements and with end users to evaluate the design concepts. The goal was to design a powerful portal supporting both desktop and mobile web experience which allows users to see how different investment strategies impact returns on their portfolios.
Website Redesign
A regional bank wanted to redesign their public-facing website. I worked with a small multidisciplinary team and interviewed key stakeholders from each line of business to gather requirements. I evaluated their public-facing website at the time and provided content strategies. Additionally, I sketched out the new responsive web experience for their public-facing website based on requirements from aforementioned stakeholder interviews. I worked closely with the creative director and art director to make sure the new website is esthetically appealing and provides a friendly experience across devices.
Enterprise Loan Initiation Application for Commercial Banking
A multinational financial organization wanted to digitize their commercial lending process. I was the UX lead on the project where I worked closely with the business owners, end users, and development team. The goal was to design a web application that supports both desktop and mobile experience where bankers, credit coordinators, and underwriters can work more closely and efficiently throughout the loan initiation workflow.
Enterprise CRM with Market Data
A multinational investment bank funded a program to build business intelligence tools with seamless experience across desktop and mobile devices. Various analytic tools with market and proprietary data are aggregated to provide rich and informative insights to benefit investment bankers, research sales, and analysts. I led one UX work stream focusing on the desktop experience for dashboard and another focusing on the mobile experience for investment bankers.