JP Morgan Sales Workstation

Part 1: The design process behind a sales technology transformation

Product Design

UX/UI Design

Design Process

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Zenapse Persona Summary

Illustrating the secret sauce of Zenapse’s CMS through data visualization and generative AI

Product Design

User Research

Strategy

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Fidelity Planning Hub

Designing a user experience that evolves over the financial lifetime of the customer

Product Design

UX/UI Design

Strategy

JP Morgan Sales Workstation

Part 2: The discovery and research that defined a product strategy

Relationship Building

User Research

Strategy

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Fidelity Design Systems

Part 1: 80 projects + 3 lines of business = a single user experience for Fidelity

Design Systems

UX/UI Design

Strategy

Prudential UCITS Website

Driving cultural change and design processes to refocus on the user

Relationship Building

UX/UI Design

Strategy

Zenapse Direct Edit Feature

Making Zenapse’s CMS editor demo-worthy by keeping the user in the content

Product Design

UX/UI Design

Analytics

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Fidelity Design Systems

Part 2: Articulating a design system that aligns over 300 designers

Design Systems

UX/UI Design

Strategy

SolidWorks Product Site

Driving cultural change and design processes to refocus on the user

Relationship Building

UX/UI Design

Strategy

Fidelity International

Localizing my successful design systems strategy around the world

Relationship Building

UX/UI Design

Design Systems

Financial Tracking Technology

Unifying twelve separate apps into a single platform UX 

Product Design

UX/UI Design

Strategy

Fidelity CX Digitization

This digital conversion brought Fidelity’s customer service out of the paper age 

Relationship Building

UX Design

Strategy & Analytics