AI TRANSFORMATION · DESIGN PROGRAM MANAGEMENT · DESIGN FOUNDATIONS
Scaling AI-Assisted Design Cycle
Scaling AI-Assisted Design Cycle
Copilot enabled engineering teams to turn ideas into interactive prototypes during early conversations with business stakeholders. This made experimentation faster, more tangible, and easier for stakeholders to respond to.
However, these prototypes sometimes became the starting point for design without going through the full UX process. By the time designers became involved, the direction had already gained stakeholder support, leaving limited time to understand the customer journey, explore alternatives, test assumptions, or refine the experience before development moved forward.
I led product strategy and design across digital banking, mobile experiences, and internal applications, bringing customer evidence, employee needs, business priorities, banking requirements, and technical constraints together to create clearer, more connected digital experiences.
Three connected problems were affecting growth and slowing service.
The Business Problem
DIGITAL BANKING · MOBILE · INTERNAL APPLICATIONS
01
Customer journeys
High-value digital journeys contained friction that pushed customers toward branches and assisted channels.
02
Employee workflows
Fragmented systems required employees to repeat work and reconstruct information across applications.
03
Product delivery
Experience issues were discovered too late, creating rework and inconsistent product quality.
MOBILE · INTERNAL APPLICATIONS
Modernizing connected banking experiences for customers and employees
I led product strategy and design across digital banking, mobile experiences, and internal applications—bringing customer evidence, employee needs, business priorities, banking requirements, and technical constraints together to create clearer, more connected product
Role: Lead Product Designer & UX Strategist
Scope: Digital banking · Mobile · Internal applications
Partners: Product · Engineering · Analytics · Operations · Compliance




The Business Problem
AI Changed the Workflow Before the Organization Changed the Operating Model
Engineering teams are increasingly using AI coding assistants to generate interactive concepts directly with business stakeholders. This makes ideas tangible sooner, but it can also bypass parts of the established requirements, design, review, and handoff process.
Business stakeholders may react to a working prototype before Design has evaluated the customer journey, content, accessibility, or design-system compliance. By the time Design becomes involved, the concept may already be interpreted as an approved solution.
At the same time, teams may experiment with different AI tools without shared criteria for data handling, licensing, reliability, or appropriate use.
Reduction in Design Rework
50%
Early UX planning, a shared Jira workflow, and the implementation of the design system cut design inconsistencies and reduced rework by 50% across major initiatives
Faster Design Hand-offs
3x
The updated design operations streamlined collaboration with engineering, enabling 3x faster hand-offs and accelerating delivery across sprints.
Adoption
100%
By the end of Q2, UX was fully integrated into the PDLC, achieving 100% adoption. This led to fewer missed requirements, more user-centered decisions, and smoother team collaboration.
35%
Increase in client deposits.
Streamlined journeys and a clearer interface contributed to stronger deposit growth.
3.2→ 4.6
iOS mobile experinece rating
Mobile UX modernization raised the App Store rating and strengthened user loyalty.
3x
Faster request turnaround
A new application cut turnaround time, improving client satisfaction and team efficiency.
Measurable outcomes
Redesigning key journeys and creating clearer experiences delivered measurable results for clients and the business.
Leading the UX function while staying hands-on across strategy, design, and delivery.
I shaped the initial concept, made the experience structure visible, surfaced missing decisions, and led the work from high-level direction through detailed execution and delivery.
I shaped the initial concept, made the experience structure visible, surfaced missing decisions, and led the work from high-level direction through detailed execution and delivery.
Measurable outcomes
Redesigning key journeys and creating clearer experiences delivered measurable results for clients and the business.
35%
Increase in client deposits.
Streamlined journeys and a clearer interface contributed to stronger deposit growth.
3.2→ 4.6
iOS App Store rating
Mobile UX improvement helped raised the App Store rating from 3.2 to 4.6.
3x
Faster turnaround
A redesigned application 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.
I shaped the initial concept, made the experience structure visible, surfaced missing decisions, and led the work from high-level direction through detailed execution and delivery.
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
Set up automatic round-ups contributions to savings
Sample Screens
Automated micro-savings


Track
See how everyday purchases build savings over time.


Grow
Monitor the progress and add boosts to reach the goal sooner.

Sample Screens
Automated micro-savings
Set up
Set up automatic round-ups contributions to savings

Track
Track purchases and savings over time.

Grow
Add boosts to reach the goal sooner.

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 customer account setup
Organized customer 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
Customer, account, and request details are brought into one workspace, reducing back-and-forth between systems and supporting more efficient processing.
My Roles and Responsibilities
Research and strategy
Uncovered friction points and defined key opportunities with product and analytics teams.
Experience design
Designed concepts, flows, screens, and interaction models while identifying requirements gaps.
Design and team leadership
Led detailed design and prototyping, surfacing gaps before development.
Delivery and quality
Partnered with engineering and QA to resolve constraints and improve delivery quality
Measurable outcomes
Redesigning key journeys and creating clearer experiences delivered measurable results for clients and the business.
35%
Increase in client deposits.
Streamlined journeys and a clearer interface contributed to stronger deposit growth.
3X
Faster Completion of Client Requests
A new application cut turnaround time, improving client satisfaction and team efficiency.
3.2 → 4.6
iOS mobile experience rating
New Mobile design raised the App Store rating and increased the upload to 40%.
Three connected problems were affecting growth and slowing service.
The Business Problem
DIGITAL BANKING · MOBILE · INTERNAL APPLICATIONS
01
Customer journeys
High-value digital journeys contained friction that pushed customers toward branches and assisted channels.
02
Employee workflows
Fragmented systems required employees to repeat work and reconstruct information across applications.
03
Product delivery
Experience issues were discovered too late, creating rework and inconsistent product quality.
Set up
Set up the contribution

Track
See how everyday purchases build savings over time.


Grow
Monitor the progress and add boosts to reach the goal sooner.

