Experience Strategy & Design

Where strategy, design, and AI shape global transformation

Aligning marketing, design, and technology across regulated enterprises to deliver firmwide impact, transforming global complexity into AI-powered, human-centered experiences with measurable outcomes.

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HealthTech

R&D’s Global Material & Trade Controls Solution

R&D material classification and shipments were managed through fragmented, site-based legacy systems creating compliance risk, manual workflows and inefficiency.

Opportunity: Led the strategy and design of a global material compliance supply chain platform with AI/ML, mapping the end-to-end service design, with new business framework to optimize and standardize operations across all regions.

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Impact: Streamlined global operations, reduced compliance risk, resulting in a 75% adoption and reducing operational risk by 50%.

FinTech

EAI Credit View Solution

Moody’s legacy platform suffered from low adoption and poor engagement among analysts and institutional clients.

Opportunity: Redefined the UX strategy through research-driven insights and AI/ML-powered workflows, introducing personalization to accelerate decision-making. Delivered a scalable enterprise design system to future-proof the platform.

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Impact: Achieved a 246% increase in adoption transforming the platform into a trusted, data-driven decisioning tool for institutional clients.

FinTech

Equity Sales CRM Platform

Fragmented systems and manual processes made it challenging for GS Equity Sales team to manage client relationships, leading to inefficiencies, compliance risks, and inconsistent client experiences.

Opportunity: Designed a new scalable, global CRM platform for the Equity Sales team with key workflows, data ecosystems, AI/ML predictive insights, workflow automation and personalized product recommendations.

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Impact: Delivered a unified, data-driven CRM solution, streamlining systems to improve operations and reduce compliance risk by 55%.