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Financial Services

Enhancing an Enterprise App to Empower Client-Facing Teams

Enhancing an Enterprise App to Empower Client-Facing Teams

Financial Services UX Research
Show project

Designing UX Discovery and Workshop

Designing UX Discovery and Workshop

Financial Services UX Research
Show project

Driving adoption for a new wealth management tool

Driving adoption for a new wealth management tool

Financial Services UX Research
Show project

Implementing UX Enhancements for an Enterprise Communication App

Implementing UX Enhancements for an Enterprise Communication App

Financial Services UX Research
Show project

I led UX research to identify user pain points and evaluated the best…

Financial Services UX Research

Enhancing an Enterprise App to Empower Client-Facing Teams

  • Role

    Lead UX Researcher

  • Methods

    Stakeholder interviews, Focus Group, Click Test

  • Research Types

    Attitudinal + Evaluative

  • Tools

    Figjam, UserZoom, Zoom

View Project
Financial Services UX Research

Designing UX Discovery and Workshop

  • Team

    UX Researcher(Me), Product team, UX team

  • Methods

    Workshop design and facilitation

  • Research Types

    Discovery, Meta research

  • Tools

    Mural, Zoom

View Project
Financial Services UX Research

Driving adoption for a new wealth management tool

  • Team

    UX Researcher(Me), PM, Stakeholders

  • Methods

    A/B Testing

  • Research Types

    Evaluative

  • Tools

    Figjam, Pendo, Excel

View Project
Financial Services UX Research

Implementing UX Enhancements for an Enterprise Communication App

I led UX research to identify user pain points and evaluated the best solutions for a complex technical change.

  • Role

    Lead UX Researcher

  • Methods

    Stakeholder interviews, Focus Group, Click Test

  • Research Types

    Attitudinal + Evaluative

  • Tools

    Figjam, UserZoom, Zoom

View Project