Overview
In collaboration with FINRA, I worked with a multidisciplinary team to reimagine the digital ecosystem for financial professionals. Our goal was to transform a fragmented landscape of 15+ disparate systems into a unified, role-based experience that prioritizes trust, security, and seamless navigation.
NDA RESTRICTION
That's all for now.
Due to NDA restrictions with FINRA, I can only share a high-level overview of this project. That said, I would love to walk you through my process and learnings in a conversation or interview setting.
BEHIND THE SCENES
The Work in Action
REFLECTION
What I Took Away
Intent over Identity
Moving beyond static personas to a goal-oriented framework ensures long-term scalability. Prioritizing user intent over job titles allows a single system to serve a diverse range of professional needs seamlessly.
Functional Simplicity
Unified navigation streamlines complex, high-stakes workflows. Success is found in simplifying the expert experience while maintaining the deep functionality professional users require.
Measurable Validation
Bridging the gap between creative vision and business goals requires grounding every decision in large-scale evidence. Using quantitative insights ensures that design updates deliver tangible, measurable value.
That's a wrap
Thanks for reading.
If you have any questions about this project or want to connect, feel free to reach out.