PRODUCT DISCOVERY · EXPERIENCE STRATEGY · PRODUCT DESIGN
Experience Strategy and Design for Digital Banking and Internal Applications
A seemingly simple client request, such as opening an account, can trigger a long chain of employee actions, regulatory checks, and internal applications. Each handoff can become a bottleneck, and improving isolated workflows rarely improves the experience as a whole.

Across this portfolio, I led research and design to make those connections visible, surface high-impact constraints, and help product teams focus on the opportunities that mattered most.
Role: Lead Product Designer & UX Strategist
Scope: Digital banking and internal applications portfolio
Partners: Product · Engineering · Analytics · Operations · Compliance
Three connected problems were affecting growth and slowing service delivery.
The Business Problem
DIGITAL BANKING · MOBILE · INTERNAL APPLICATIONS
01
Client journeys
Friction in high-value digital journeys pushed clients toward branches and assisted channels.
02
Employee workflows
Fragmented systems required employees to repeat work and reconstruct client information across applications.
03
Product Delivery
Experience issues surfaced only after launch, creating rework and inconsistent quality across the portfolio.
Experience issues surfaced only after launch, creating rework and inconsistent quality across the portfolio.
03
Product Delivery
MOBILE · INTERNAL APPLICATIONS
Experience Strategy and Design for Digital Banking and Internal Applications
A seemingly simple client request, such as opening an account, can trigger a long chain of employee actions, regulatory checks, and internal applications. Each handoff can become a bottleneck, and improving isolated workflows rarely improves the experience as a whole.
Across this portfolio, I led research and design to make those connections visible, surface high-impact constraints, and help product teams focus on the opportunities that mattered most.
Role: Lead Product Designer & UX Strategist
Scope: Digital banking and internal applications portfolio
Partners: Product · Engineering · Analytics · Operations · Compliance


The Business Problem
Three connected problems were slowing growth and service delivery.
01
Client journeys
Friction in high-value digital journeys pushed clients toward branches and assisted channels.
02
Employee workflows
Fragmented systems required employees to repeat work and reconstruct client information across applications.
03
Product delivery
Experience issues surfaced only after launch, creating rework and inconsistent quality across the portfolio.
Measurable Outcomes
Removing friction and simplifying experiences delivered measurable results.
35%
Increase in client deposits
Streamlined journeys and a clearer interface contributed to stronger deposit growth.
3.2 → 4.6
iOS App Store rating
UX improvements helped raise the App Store rating from 3.2 to 4.6.
3x
Faster request turnaround
New applications reduced request turnaround time, improving client satisfaction and team efficiency.
My Roles & Responsibilities
Leading the UX function while staying hands-on across strategy, design, and delivery.
Working within a cross-functional team, I brought client and employee evidence into product decisions, mapped end-to-end journeys, facilitated key discussions, and developed prototypes and detailed designs that surfaced friction and requirements gaps before development.
Measurable Outcomes
Removing friction and simplifying experiences delivered measurable results.
35%
Increase in client deposits
Streamlined journeys and a clearer interface contributed to stronger deposit growth.
3.2 → 4.6
iOS App Store rating
UX improvements helped raise the App Store rating from 3.2 to 4.6.
3x
Faster request turnaround
New applications reduced request turnaround time, improving client satisfaction and team efficiency.

My Roles & Responsibilities
Leading the UX function while staying hands-on across strategy, design, and delivery.
Working within a cross-functional team, I brought client and employee evidence into product decisions, mapped end-to-end journeys, facilitated key discussions, and developed prototypes and detailed designs that surfaced friction and requirements gaps before development.

Internal Applications
The screens below are sample screens from each application or feature that I worked on. Interface details and data have been modified to protect proprietary information.
Set up
Set up automatic round-up contributions to savings.


Track
Track purchases and savings over time.


Grow
Add boosts to reach the goal sooner.


Selected Product Design
Automated micro-savings
Selected Product Design
Automated micro-savings
Selected Product Design
Automated micro-savings
Selected Product Design
Automated micro-savings
Selected Product Design
Automated micro-savings
Set up
Set up automatic round-up contributions to savings.

Track
Track purchases and savings over time.

Grow
Add boosts to reach the goal sooner.

Complex Employee Workflows
Internal Applications
The screens below are sample screens from each application or feature that I worked on. Interface details and data have been modified to protect proprietary information.
The screens below are sample screens from each application or feature that I worked on. Interface details and data have been modified to protect proprietary information.
Account Opening
Guided client account setup
Organized client information, eligibility checks, and outstanding actions into a structured workflow that made application progress easier to understand.
Compliance Review
Making requirements easier to review
Related information, documentation, and outstanding actions are grouped together so employees can quickly identify what requires attention.


Business Onboarding
Managing a more complex application
The experience organizes business, ownership, and authorized-signer information into manageable steps while keeping the overall application status visible.
Loan Servicing
Supporting faster operational decisions
Client, account, and request details are brought into one workspace, reducing back-and-forth between systems and supporting more efficient processing.
01
Customer journeys
Friction in high-value digital journeys pushed clients toward branches and assisted channels.
02
Employee workflows
Fragmented systems required employees to repeat work and reconstruct client information across applications.
03
Product delivery
Experience issues surfaced only after launch, creating rework and inconsistent quality across the portfolio.
Three connected problems were affecting growth and slowing service delivery.
The Business Problem
35%
Increase in client deposits
New applications reduced request turnaround time, improving client satisfaction and team efficiency.
3.2 → 4.6
iOS App Store rating
Design improvements helped raise the App Store rating from 3.2 to 4.6.
3x
Faster request turnaround
New applications reduced request turnaround time, improving client satisfaction and team efficiency.
Removing friction and simplifying experiences delivered measurable results.
Measurable Outcomes
Working within a cross-functional team, I brought client and employee evidence into product decisions, mapped end-to-end journeys, facilitated key discussions, and developed prototypes and detailed designs that surfaced friction and requirements gaps before development.
My Roles & Responsibilities
Leading the UX function while staying hands-on across strategy, design, and delivery.

Set up
Set up automatic round-up contributions to savings.


Selected Product Design
Automated micro-savings
Track
Track purchases and savings over time.


Grow
Add boosts to reach the goal sooner.


MOBILE · INTERNAL APPLICATIONS
Experience Strategy and Design for Digital Banking and Internal Applications
A simple client request, such as opening an account, can trigger a long chain of actions, regulatory checks, and internal applications. Each handoff can become a bottleneck, and improving isolated workflows rarely improves the experience as a whole.
Across this portfolio, I led research and design to make those connections visible, surface high-impact constraints, and help product teams focus on the opportunities that mattered most.
Role: Lead Product Designer & UX Strategist
Scope: Digital banking and internal applications portfolio
Partners: Product · Engineering · Analytics · Operations · Compliance

