Spotlight: Financial Services
Designing for trust, clarity, + usability in complex, regulated environments
RobinHood
Providing clarity for prospective customers
B2C
SaaS
Responsive
UX Strategy + Design
Conducted site audit, provided heuristic evaluation and IA, to improve the customer journey from awareness through sign-up. Focused on clarity, conversion, and strengthening the onboarding funnel for prospective customers.
AmericanExpress
Experience design for merchant + small business tools
B2B
B2C
Enterprise
Mobile
Responsive
User Research • UX Strategy + Design
Supported marketing campaigns and highly complex internal tools — integrating multiple data points while maintaining usability and brand alignment. Focused on improving and enhancing utility and usability for platform supporting merchant services, and increasing campaign effectiveness for customers by making them more accessible and actionable (eg Small Business Saturdays).
MasterCard
Innovation + identifying with prospective
B2C
Mobile
Responsive
UX Strategy + Design
Designed experiences for marketing initiatives including MasterCard Worldwide and PayPass, the NYC subway tap-to-pay pilot program.
FitchRatings
Experience design for enterprise + SaaS analyst modeling tools
B2B
B2C
Enterprise
SaaS
Responsive
UX Strategy + Design • UI Design
Led 0–1 and 1–n design initiatives for internal and client-facing applications — including specialized tools used CMBS, RMBS, and Public + Structured Finance analysts. Conducted user research to ensure tools met analysts’ nuanced workflows and data needs.
Jupiter Intelligence
Visualizing climate risk across portfolio's + assets
B2B
SaaS
Responsive
UX Strategy + Design
Provided vision and concepts for climate risk analysis with special attention to the private equity and real estate markets. This focused on elevating key insights, surfacing actionable data, and improve usability for enterprise users. Objective to expand utility and flexibility, with clarity and relevance.
TD Ameritrade
Deep diving into customer behavior + motivations
B2C
SaaS
Responsive
User Research
Conducted trader research across current customers to understand behaviors, uncover motivations and mental models, discover decision-making patterns, and inform feature strategy and enhancements for the trading platform. Developed customer journeys for key segments.