Case studies & projects

7+ years in product design, the last three on onboarding, compliance, and asset flows for regulated fintech — business verification, identity checks across countries, on-chain compliance tools, and the design systems that let a small team ship them under pressure.

Featured work

Unified Assets portfolio across crypto and US/HK securities
2026 Avenir Group
Untangling Assets — one portfolio across crypto and securities

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.

Aligned the solution in a week; the product launched publicly in four months.
App + Web Wealth Information architecture
Institutional KYB verification flow with guided document checklist
2025 KuCoin · Institutional
Fixing business verification for institutional clients

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.

41% document-upload completion established as the pre-launch baseline.
End-to-end Compliance UX Conversion Research-led
Multi-region retail KYC onboarding for Australia and Europe
2025 Crypto · Compliance
Identity verification for two regulated launches at once

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.

Both markets shipped on deadline; the jurisdiction-template structure was reused for later regional rollouts.
0 → 1 Multi-region Regulatory Onboarding
CS agent workspace redesign — before and after information architecture
2024–25 KuCoin · Leadership
Rescuing a customer-service workspace for 200+ agents

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.

Seven internal tools shipped 0 → 1; $500k+/year Zendesk costs replaced; AI features and component library adopted as team standard.
Team lead AI features 0 → 1 Design system
On-chain fund flow investigation graph
2023–24 Crypto · Compliance
Following the money on-chain, for compliance teams

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.

Closed the gap between analyst mental model and tool; pattern extended to AML risk analysis.
AML Research

More product work

Exchange, compliance, and wealth-management work outside the featured set.

On-chain transaction risk analysis with graph visualisation
2024 Crypto · AML
Anti-money-laundering risk analysis for on-chain transactions

Analysts could see the data behind a flag but not the reasoning. The module leads with why a transaction was flagged.

Reason-first became the pattern for the rest of the AML suite.
Data visualization On-chain data
Meme-coin risk indicators for a Web 3 wallet
2025 Web 3
Meme-coin risk signals for a Web3 wallet

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.

Concept, not shipped — risk signals sit at the decision, not after it.
Web 3 Decision UX
Asset management dashboard
2023 Quantifeed
One dashboard for three very different audiences

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.

Shared module shipped across three product surfaces; framework reused for the advisor roadmap.
Research Multi-stakeholder Design systems
Design system for asset management
2022 Quantifeed
A design system for the asset management platform

Foundations, components, UX writing, and accessibility guidance in one library, built alongside the engineers who would have to consume it.

New modules got assembled out of existing parts instead of redrawn each time.
Components UX writing Accessibility

Design leadership

How the featured work got made — the rituals, hiring, and measurement behind a small team.

2022 Process
A design–product–engineering workflow, from scratch

Design, product, and engineering kept redoing each other’s work. I mapped the handoffs, then built review rituals around the gaps that caused it.

Workflow adopted by the squad; reduced rework between design and engineering.
Process Cross-team
2022 Team building
A fair, repeatable way to hire designers

Hiring decisions were swinging on who happened to be in the room. A structured rubric and a consistent interview format replaced the guesswork.

Hiring decisions became reproducible; rubric reused for subsequent design hires.
Hiring Team building
2023 Strategy
Making UX a number the company tracks

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.

Shared measurement framework across squads; tied design decisions to measurable outcomes.
Data-driven Product thinking
2023 Strategy
A roadmap that starts from user research

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.

Framework adopted by the advisor squad; informed a multi-quarter roadmap.
Strategy Roadmap

Additional & earlier work

Earlier and smaller projects, listed for range. Ask me about any of them.