FinTech
Reimagining complex, data-rich firmwide ecosystems through strategy, research, design and AI/ML to create human-centered, intelligent experiences that drive trust, ensure compliance, and accelerate adoption and strategic growth across global operations.
Product Design Lead - Associate Director
MoodysAnalytics.com
Firmwide Marketing SaaS Solution
Challenge
Legacy Firmwide Marketing platform and fragmented CMS capabilities limited the ability of global marketing teams to deliver targeted, personalized content and experiences aligned with client needs and business objectives.
Opportunity
Directed the end-to-end redesign of the firmwide digital marketing ecosystem, integrating AI/ML-driven personalization and scalable design frameworks. Enabled global marketing teams to deliver relevant research, products, and services with measurable impact.
Impact
Partnered with Marketing, Technology, Compliance, Brand, and Business leadership to align on a unified vision, governance model, and experience roadmap, empowering global marketing teams to deliver relevant research, products, and services with measurable impact, driving a 216% increase in customer engagement and strengthening the firm’s digital brand presence.
Product Design Lead
Firmwide Employee Directory and Portfolio Management
Challenge
Fragmented internal systems and tools were draining Morgan Stanley employee productivity, slowing business operations, and exposing the organization to higher compliance risks.
Opportunity
Led the end-to-end UX strategy and redesign of Morgan Stanley’s Enterprise Employee Directory and Portfolio Management solution, creating a unified, intelligent platform integrating HR, Compliance, and Knowledge Management systems with ML personalized, self-service capabilities.
Impact
Partnered with Technology, Compliance, HR and Business leadership to define the experience vision, governance framework, and roadmap, driving a 73% adoption rate, improving operational efficiency, and strengthening firmwide compliance and knowledge-sharing.
Enterprise Cross-platform solution
Captured Complex Service Manager’s workflows to streamline and optimize self-service functionality, identify system integration and ML opportunities.
Product Design Lead
Firmwide iOS Mobile Solution
Investment Banking Division Portfolio Management
Challenge
Fragmented internal legacy 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, introduced new technology and business framework achieving 100% user adoption.
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
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.
