Deposit Growth Initiative

Financial Wellness Software Redesign

Digital Huddle Board

Client Profile Redesign

Lending Application Tracker

User Feedback Survey

Authentication Software

Workshop Facilitation

This website stores cookies on your computer. Cookie Policy

Deposit Growth Initiative

I led the end-to-end user experience across 10+ connected products as the bank introduced new technology for a specific deposit account type, aligning teams…

View Project

Financial Wellness Software Redesign

I led a competitive audit and full redesign of the bank’s financial wellness software, driving research-backed improvements to create more meaningful, personalized conversations between…

View Project

Origination Sunset

I led the discovery work behind sunsetting a legacy origination platform, mapping teammate experiences and uncovering the real pain points driving requirements for a…

View Project

Digital Huddle Board

I designed a digital huddle board, a real-time dashboard that enhances branch team alignment, goal-setting, and daily planning by integrating key metrics and insights…

View Project

Client Profile Redesign

I led the client profile redesign within the retail branch network software, optimizing usability, responsiveness, and insights across all devices to enhance lead conversion…

View Project

Lending Application Tracker

I designed a lending application tracker that seamlessly integrates with multiple systems, providing branch teammates with real-time visibility into loan and credit card applications…

View Project

User Feedback Survey

I led the redevelopment and launch of a bi-annual user feedback survey, designing questions, refining engagement strategies, and analyzing responses to measure user perceptions…

View Project

To-Do List Feature

I designed a digital to-do list for retail branch software, transforming task management by centralizing client follow-ups, streamlining workflows, and enabling customizable features for…

View Project

Authentication Software

I designed the user flow and interface for a retail bank authentication software, conducting research and user testing to ensure seamless client verification while…

View Project

Workshop Facilitation

I have led the workshop facilitation and planning for six discovery sessions, empowering branch teammates to share insights while also supporting colleagues as a…

View Project