Marketing and AI Personalization (Lead)
• Led end-to-end AI personalization strategy partnering with data science and engineering building behavioral segmentation and recommendation models to deliver personalized Home Lending tiles, boosting CTR and first time visitor engagement
• Uncovered the public site as the conversion bottleneck, aligned executives, and led a redesign generating a 33% conversion lift.
• Built a plug-and-play offer template using atomic design, enabling zero design/engineering lift for new campaigns and accelerating marketing velocity by 3 sprints
Application and Fulfillment
• Eliminated 10% drop-offs on employment page and mitigated credit concerns with multivariate testing and content strategy.
• Mapped end-to-end journeys and created a service design blueprint that aligned product, content, engineering and executive leadership to introduce self-service capabilities and boost operational efficiency for advisors (time per loan fulfillment)
• Designed the complete 0→1 HELOC experience, with a research based rate tool that improved lead quality and user confidence