Bringing clarity to complex financial products.
7+ years designing wealth, onboarding, and compliance products across crypto and fintech — research first, measured after launch. Resume →
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.
- Design 50%
- AI prototyping 50%
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.
- Research 20%
- Design 60%
- Measurement 20%
One dashboard pattern for portfolio managers, financial advisors, and white-labeled customer apps — used by HSBC, DBS, MUFG and Yachin.
- Research 40%
- Design 40%
- Usability test 20%
Designed a multi-step risk-analysis workflow for analysts — mapped a complex investigation into a daily operational tool, then introduced research and event tracking.
- Research 30%
- Design 60%
- Measurement 10%
0→1 client onboarding for two regulated launches — AUSTRAC for Australia and MiCA for Europe — balancing requirements with usable consumer flows.
- Design 100%
Led UX for a scalable agent-application flow — working with research, BAs, engineering and the design-system owner from invite through submission.
- Research 30%
- Design 60%
- Usability test 10%
Featured work
The page had sat untouched for two years and the brief was one line: it looks messy. I turned that into a diagnosis, then designed one portfolio across crypto and US/HK securities — Homepage for overall performance, Assets for holdings.
- Design 50%
- AI prototyping 50%
Research found 82% of institutions were applying more than once, because the form asked everyone for everything. The rebuilt flow asks for company type first, then shows only the documents that type needs.
- Research 20%
- Design 60%
- Measurement 20%
Australia and Europe answer to different regulators but shared one deadline, so I built a single process with country-specific steps — arguing throughout for what retail users would actually finish.
- Design 100%
The workspace 200+ agents lived in all day was broken. A two-week sprint of watching them work produced three rebuilt flows and AI reply suggestions, with six other internal tools in flight at the same time.
Tracing crypto funds meant reading a tangle of nodes, spotting the pattern behind a crime, then writing it up. Interviews mapped those decision points, and the graph, evidence panel, and case notes were rebuilt around them.
- Research 30%
- Design 60%
- Measurement 10%
More product work
Exchange, compliance, and wealth-management work outside the featured set.
Analysts could see the data behind a flag but not the reasoning. The module leads with why a transaction was flagged.
Retail buyers were finding out a token was risky only after they held it, so this puts the risk in plain language at the moment of purchase.
Portfolio managers, advisors, and retail investors read the same numbers differently. Workshops worked out the one layout that served all three, and guerrilla tests with colleagues caught the usability problems early.
- Research 40%
- Design 40%
- Usability test 20%
Foundations, components, UX writing, and accessibility guidance in one library, built alongside the engineers who would have to consume it.
Design leadership
How the featured work got made — the rituals, hiring, and measurement behind a small team.
Design, product, and engineering kept redoing each other’s work. I mapped the handoffs, then built review rituals around the gaps that caused it.
Hiring decisions were swinging on who happened to be in the room. A structured rubric and a consistent interview format replaced the guesswork.
Design arguments were running on taste. Working with the data team and PM, I defined the metrics, events, and dashboards needed to settle them against real outcomes.
Prioritisation was decided by opinion, so I built a framework from interview synthesis, journey mapping, and a scoring rubric that PMs and designers could share.
Additional & earlier work
Earlier and smaller projects, listed for range. Ask me about any of them.
Crypto & compliance
One portfolio across crypto and US/HK securities, for institutional and HNW clients — Homepage for overall performance, Assets for holdings.
- Design 50%
- AI prototyping 50%
Replaced a text-heavy verification flow with guided selection and a document checklist, designed against research showing 82% of users submitted multiple applications.
- Research 20%
- Design 60%
- Measurement 20%
Revamped the transaction-investigation flow — analyst interviews mapped to a redesigned graph view, evidence panel, and case-notes module.
- Research 30%
- Design 60%
- Measurement 10%
Balanced AUSTRAC compliance requirements with a calm, fast onboarding — translating legal language into user-facing steps.
- Design 100%
Discovery, IA, and component design across compliance, customer service, and operations tools — partnered with engineering under tight regulatory deadlines.
Designed the on-chain transaction risk module from analyst interviews — surfacing the signals that drive a flag, not just the data behind them.
Outlined the risks behind a token in plain language and at-a-glance signals, helping retail users avoid losses on volatile assets.
Fintech & wealth management
One dashboard pattern serving portfolio managers, financial advisors, and white-labeled retail apps — workshops reconciled professional and retail mental models.
- Research 40%
- Design 40%
- Usability test 20%
Heuristic evaluation surfaced friction across the portfolio-creation flow; reshaped the IA and primary actions to match advisor workflows.
Iterated on the data visualisation behind portfolio comparisons, then ran an A/B test to validate the change before wider rollout.
Foundations, components, UX writing, and accessibility guidance — built with the engineering team for consistent delivery across squads.
Leadership & strategy
A roadmap framework grounded in user research — interview synthesis, journey mapping, and a scoring rubric shared by PMs and designers.
Defined the metrics, events, and dashboards we needed to track user experience as a first-class product signal — partnering with data and PM.
Built a structured rubric and interview format to bring fairness and consistency to design hiring at the company.
Mapped the handoff between design, product, and engineering, then established a workflow and review rituals that stuck.
Other product work
From blank page to shippable MVP — defined the editor canvas, layer model, and review workflow with two engineers.
Designed the end-to-end onboarding for new insurance agents, from invite to first deal — concept testing through MVP1.
- Research 30%
- Design 60%
- Usability test 10%
Research & academia
Three robotic lights that follow or guide people through sequential tasks — exploring which factors shape the perception of "smartness".
Two bots that exchange touch warmth across distance and turn toward the sender's voice when receiving a message.
Explored intuitive ways to interact with 3D data on a multi-surface setup — Unity prototype, elicitation study, and literature review.
Additional & earlier work
Earlier and smaller-scope projects — included for context and range.
