Design Portfolio
Having worked for a security/risk focussed global bank for a large part of my career, there are limitations in what’s possible to share. Below you’ll find a combination of excerpt examples, as well as some select detailed case studies.
Projects
Taken from various digital products, to give a flavour of breadth & depth
Most recent
Crypto Start Up (NDA)
Global Design system – W&I
Insurance: CX Design Strategy – case study
Complex design in Asia: Structured Products
Design rationale: payment receive code (FX app)
Stock Trading App (native)
Wealth Insights Hub
FX App (native)
Online Robo Advice – Case Study
Global Banking App: Add Beneficiary from Mob Contacts
Stock Brokerage Platform
Core Banking Mobile App: Move Money (Canada)
Native
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Design rationale: payment receive code (FX app)
#DesignRationale, #UX, #IA, #UI… An excerpt example showing design rationale for a feature involving recipient code sharing to complete a payment
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Stock Trading App (native)
#UX, #IA, #Prototyping, #UI… Designing the retail bank’s first Stock Trading app for mid/highly experienced traders & investors; filling a major gap in our service offering
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FX App (native)
#UX, #Flows, #Research, #Interaction, #UI… A new standalone native app for customers making frequent FX transfers/trades and payments.
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Global Banking App: Add Beneficiary from Mob Contacts
#UX, #IA, #Flows, #UI… Example work adding features to core banking mobile app, aligning multiple countries to one global standard and tech platform. This epic included improving the adding of beneficiaries experience, allowing customers to conveniently use their existing mobile contacts to add/create a new beneficiary within the global mobile banking app.
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Core Banking Mobile App: Move Money (Canada)
#UX, #UI, #UserFlow… Example design work for the Core Banking app – Move Money feature, in Canada (shows the user flow and UI design)
Responsive
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Crypto Start Up (NDA)
#Proposition shaping, #DesignThinking, #UX, #Research, #prototyping… Design Lead for a new crypto tracker & tax tool / app. Whilst not a unique service per-se, the intent is to get something competitive live and build a small user base – with a longer term view to surpass the experience others offer.
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Global Design system – W&I
#DesignSystem, #Lead… A major milestone for Design growth within the bank: I was the Design Lead / Manager for the first ‘W&I Design Toolkit’ growing into a global design system
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Insurance: CX Design Strategy – case study
#CXvalues, #Strategy, #ExperienceMap: Rapid Product team growth created siloed, hyper-delivery focus, with UX/CX suffering. I took my team to HK and created a 3 day ‘CX Reset’ workshop
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Complex design in Asia: Structured Products
#UX, #Research, #Prototyping, #InfoDensity… A first for the bank: complex, high-risk investment products finally made available online, increasing reach & revenue in Asia.
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Wealth Insights Hub
#UX/UI, #ContentHeavy, #CMS, #Responsive… Content-heavy designs, helping investors digest information & data to support their investment decisions.
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Online Robo Advice – Case Study
#Research, #Prototyping, #UX/IA/UI, #UserTesting… Design Lead from research & concept to launch of global bank’s first automated (‘robo’) investment advice experience – later shaping a broader CX strategy across Wealth products. This resulted in significant profit and was 1st to market amongst major retail banking peers. What started out as a ‘defensive’ move by the…
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Stock Brokerage Platform
#UX #ExpertUsers, #IA, #UI… Redesigning the bank’s much neglected and unloved stock trading platform, into something customers would want to use. Responsive browser design with heavy prioritisation of desktop / tablet viewports, based on research and product strategy (decision from Head of Product).
Featured Detailed Case Studies
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Insurance: CX Design Strategy – case study
#CXvalues, #Strategy, #ExperienceMap: Rapid Product team growth created siloed, hyper-delivery focus, with UX/CX suffering. I took my team to HK and created a 3 day ‘CX Reset’ workshop
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Stock Trading App (native)
#UX, #IA, #Prototyping, #UI… Designing the retail bank’s first Stock Trading app for mid/highly experienced traders & investors; filling a major gap in our service offering
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Online Robo Advice – Case Study
#Research, #Prototyping, #UX/IA/UI, #UserTesting… Design Lead from research & concept to launch of global bank’s first automated (‘robo’) investment advice experience – later shaping a broader CX strategy across Wealth products. This resulted in significant profit and was 1st to market amongst major retail banking peers. What started out as a ‘defensive’ move by the bank to plug a product gap and stop customers moving to competitors, turned out to be…