Led the design direction and strategic vision for Strategic Financial Solutions' complete product ecosystem, ensuring consistency across client portals, apps, and internal tools. Spearheaded the UX for their Salesforce Experience Cloud financial portal, resulting in 400% higher engagement, 32% more account registrations, 12% higher debt program completion, and 27% fewer customer service calls.
Optimized their online loan application, reducing completion time from 35 to 6 minutes. Simplified document gathering, accelerating underwriting by 35%. Executed the UX for "Firstly," a financial wellness app expanding their market presence. Managed and mentored a 3-person design team.
Partnered with Product to align user insights with business goals. Collaborated with Engineering on Agile processes for seamless design-dev coordination. Conducted UX research, presenting findings to executives. Gathered compliance requirements from legal teams.
Led immersive workshops aligning client needs, business goals, and user-centric solutions for external and internal projects.
