FinTech

Product Design Lead

"My portfolio showcases a human-centered design approach rooted in discovery, framing, and experimentation—critical in navigating complex, regulated FinTech ecosystems.

I design intelligent, scalable solutions that integrate AI/ML to automate workflows, personalize experiences, and optimize decision-making. By aligning user needs with data-driven insights and compliance requirements, I deliver secure, efficient platforms that drive measurable business impact.

A Strategic End-to-End Journey Centric Design Framework built for regulated, data-intensive environments, enabling standardized, scalable solutions that streamline financial operations, enhance transparency, and leverage AI/ML to drive trust, efficiency, with measurable business outcomes across the FinTech customer experience (CX) ecosystem.

Collaborate

Research & Discover

UX strategy
UX/UI Design
Information architecture
Visual design
Data Visualization
Design System
Wireframes

Test , Validate & Iterate

Prototype
Usability testing
QA testing
User stories / use cases
UI requirements
MVP & product roadmap

Qualitative & quantitative research
Heuristice Evaluation
Contextual Inquiry
Task flow analysis
Data analytics
Target users
Ecosystem mapping

Synthesis

Insights & findings
User’s mental model
New task flows
Data analytics
User groups & profiles

Ideate & Design

Sponsors & Stakeholder
Cross-functional global teams
Engineering team
Internal users
External customers

MoodysAnalytics.com

Cross Platform Design Solution

A lack of a strong web presence made it difficult for global marketing teams to publish and offer personalized Moody’s products and services to existing or new customers.

Opportunity: Redesigned MoodysAnalytics.com web and mobile experience with a new design system to maintain brand equity, with AI/ML integration to provide greater personalization for Moody’s services, research and products, resulting in 216% increase in visits.

Enterprise Employee Solution

Cross Platform Design Solution

Fragmented internal systems negatively impacting productivity, and overall business operations.

Opportunity: Led the CX strategy and design for a suite of Morgan Stanley’s enterprise solutions with a focus on self-service, greater personalization, and a new design system, increasing in adoption by 58%.

Led the full end-to-end UX strategy, user research and design for multiple global B2B and B2C data heavy SaaS solutions.

This included user research, UX/UI design, cross platform design systems and usability testing with AI/ML capabilities for greater personalization, business insights and to empower users to make the right business decisions.

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Define the North Star Experience
Establish a unifying vision that aligns business goals with customer needs

Identify key personas & journeys
Map key scenarios and workflows to understand pain points and opportunities

Align customer insights
Determine business OKR’s & UX KPIs metrics to balance operational efficiency with user experience

Cross platform branding & design system
Drive consistency of the GS brand, as one element of a ubiquitous integrated customer experience

iOS Mobile Solution

Investment Banking Division (IBD) “Deal Insight”

Led the UX strategy and design for GS Investment Banking Division solution for issuers & bankers to keep up-to-date with their Equity deals (IPO’s, Follow-On & Warrants).

Provided real-time information with ML capabilities for personalized insights into their book-building, demand analytics, roadshow schedule, deal documents, and integrating API-driven automation for real-time deal tracking,

Achieved 100% adoption, reflecting a substantial rise in user engagement and the widespread acceptance of the newly improved product.

Desktop Solution

Commodities Trading Solution

Led and established Goldman Sachs trading & desktop applications Design System & Data Visualizations for greater cohesive and standardized user experience across GS products while maintaining brand equity.

Cross Platform Design Solution

Prime Brokerage Client Portal

Designed client portal, native mobile iOS app for Prime Brokerage customers with a cross platform design system that development teams could use for greater cohesive user experience across GS desktop & mobile products.

Drive consistency of the GS brand, with Goldman360 as one element of a ubiquitous integrated user experience across all our offerings.

Achieved 85% adoption

GS360: Client Institutional Solution

Cross Platform Design Solution

Led the design of web & mobile client facing institutional portal by incorporating ML capabilities and data visualization to provide greater personalized GS insights, products, events for clients to better manage their portfolio.

The dashboard integrated data from various touch points, provided a unified view, and enabled data-driven decision-making, ultimately improving marketing effectiveness and ROI.