AI-Powered Solution for Financial Teams
Led strategy and product design for an AI-powered workflow tool designed to help regulated financial teams synthesize complex information, surface key risk signals, and make faster, more consistent decisions. The project focused on trust, transparency, auditability, and reducing manual review time in high-stakes enterprise environments.
User Research
UX / UI Design
Product Owner
Product Manager
Engineering Team
compliance teams
Overview
I led the end-to-end design of an AI-powered investment portfolio review tool for a Fortune 500 financial services company. The experience connected complex enterprise workflows with B2C financial experiences, helping advisors identify portfolio risks, interpret AI-generated insights, and make faster, more informed decisions while maintaining human oversight.
Confidentiality Note:This case study presents a high-level overview of my work. Sensitive business information, proprietary workflows, and client data have been omitted to protect confidentiality. Password required.
