Bringing order to wealth and complex financial products.
7+ years on onboarding, compliance, and asset flows, across consumer apps, institutional platforms, and internal tools. I find the problem in research, solve it in the screens, then check the numbers afterwards, including the unflattering ones.
- Used by
- HSBC, DBS, MUFG
- Previously
- KuCoin, OKX, Quantifeed, Microsoft
- Education
- MSc in HCI, UCL
Selected work
Wealth, client onboarding, and operational tools — the work that best shows how I design complex financial products.
Owned the Assets line on App and Web for institutional and HNW clients — one portfolio across crypto and US/HK securities, with Homepage for overall performance and Assets for holdings.
Replaced a text-heavy KYB flow with guided selection and a document checklist — designed in two weeks against research showing 82% of users submitted multiple applications.
One dashboard pattern for portfolio managers, financial advisors, and white-labeled customer apps — used by HSBC, DBS, MUFG and Yachin.
Designed a multi-step risk-analysis workflow for analysts — mapped a complex investigation into a daily operational tool, then introduced research and event tracking.
0→1 client onboarding for two regulated launches — AUSTRAC for Australia and MiCA for Europe — balancing requirements with usable consumer flows.
Led UX for a scalable agent-application flow — working with research, BAs, engineering and the design-system owner from invite through submission.