A 7-question guided assessment that turns how clients describe their lives into the services a firm sells, ending in an adviser-reviewed checkout.
Product Designer, owned end to end Australian financial advisory firm · 2024 All interfaces shown are recreations built for the case study. No client IP appears. Read case studyOnboarding a tech-conservative client base onto a greenfield fintech portal, built for the least confident user first.
Product Designer & Researcher Australian financial advisory firm · 2024 All interfaces shown are recreations built for the case study. No client IP appears. Read case studyA staff portal concept that rebuilds a worker’s day around what actually motivates people, autonomy, mastery and purpose, instead of a flat task queue.
Product Designer, initiated & owned end to end Australian financial advisory firm From an internal innovation sprint at the firm, where each designer explored their own concept. All interfaces are recreations built for the case study. Read case studyA social and travel guide for restaurant-hunters, built to make finding the next place to eat feel less like a research task.
Product Designer, on a team of three Kulcha, General Assembly client project · May 2023, three-week sprint Read case study