FinTech
Transforming regulated, data-intensive B2B2C ecosystems with a scalable design framework that streamlines financial operations, operating model, embeds AI/ML, and delivers human-centered experiences with measurable business impact.
Delivering measurable results in adoption, efficiency, and risk reduction across regulated industries.
MoodysAnalytics.com
B2C Cross Platform SaaS Solution
Challenge
Poor web platform and limited CMS capabilities made it difficult for global marketing teams to publish targeted, personalized content, products, and services to customers.
Opportunity
Redesigned Moodys Analytics web and mobile experience with AI/ML for greater personalization, enabling global marketing teams to deliver more relevant Moody’s research, products, and services, resulting in 216% increase in customer visits.
Global Firmwide Employee Directory and Portfolio Management
Challenge
Fragmented internal systems and tools were draining employee productivity, slowing business operations, and exposing the organization to higher compliance risks.
Opportunity
Led the full end-to-end UX strategy and redesign for Morgan Stanley’s enterprise Global Employee Directory and Portfolio Management solution and unified access to HR, compliance, and knowledge management systems with a focus on self-service and greater personalization, resulting in a 73% adoption.
Enterprise Cross-platform solution
Captured Complex Service Manager’s workflows to streamline and optimize self-service functionality, identify system integration and ML opportunities.
Firmwide iOS Mobile Solution
Investment Banking Division (IBD) Portfolio Management
Challenge
Fragmented internal systems/tools and lack of a global design system, negatively impacted IBD’s issuers & bankers from effectively managing their Equity deals in a timely fashion, productivity, business operations, with increased policy compliance risks, and overall bottom line.
Integrating API-driven automation for real-time deal tracking, to empower users to make the right business decisions.
Introduced AI/ML capabilities for personalized business insights into their book-building, demand analytics, roadshow schedule, and deal documents.
Opportunity
Established an enterprise-level Design & Data Visualization System to unify all trading and desktop applications for a consistent user experience while preserving brand equity and enabling rapid feature deployment.
Established data visualization standards for usable data-driven visuals.
Standardized UI components/controls for greater visual affordance to support traders rapid decision making.
Commodities Trading Solution
Firmwide Desktop Solution
Challenge
Disparate trading and desktop applications created fragmented user experiences, slowing deployment and weakening brand consistency across GS products.
Delivered a scalable design framework that accelerated product delivery, improved usability, and strengthened the Goldman Sachs brand across platforms.
Opportunity
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), achieved 100% user adoption by introducing new technology and business framework.
Introduce data visualization for data heavy insights based on users profiles.
New Design System and standards to align with GS brand.
Cross Platform Design Solution
Prime Brokerage Solution
Cross Platform SaaS Solution
Challenge
Prime Brokerage clients were lacking a portal where they could access GS services to help hedge funds manage risk, monitor their portfolios, maintain liquidity and build their businesses.
New design system for cohesive user experience across GS desktop and mobile products and rapid deployment of new features.
Opportunity
A new cross platform solution was designed to provide hedge fund managers to execute a wide range of investment strategies, while still providing a framework that is predictable and reliable across all market conditions, achieving 85% adoption.
Established a data visualization library to standardize charts, graphs, and other visual elements that can be reused across all platforms.
Established design patterns and interaction guidelines across GS mobile apps to establish a common user experience and applying consistent design paradigms.
GS360: Client Institutional Solution
B2B2C Cross Platform SaaS Solution
Challenge
Disparate and lack of a Design & Data Visualization System, slowed deployment, and weakened brand consistency across GS institutional products.
Introduced ML capabilities to provide greater personalized insights, products, events for clients to better manage their portfolio.
Enabled data-driven decision-making, ultimately improving marketing effectiveness and ROI.
Opportunity
Established a unified enterprise-level cross platform Design & Data Visualization System for GS’s client facing institutional solutions.
New cross platform scalable design system for rapid feature deployment, and standardized UX patterns to maintain brand equity.
Established a data visualization library to standardize charts, graphs, and other visual elements that can be reused across all platforms.
