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Wealth Management

E2E Digital Transformation

Established the UX foundation for the wealth management division and brought the project through research, design to AGILE development.

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Wealth Management

Private Equity

E2E Digital Transformation

Establish and introduce UX as a culture at the firm and strategically lead the digital transformation of their legacy platform to modernization.

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Insurance

Executive Access to Risk Data

Work with CTO and executive stakeholders to envision and design a custom risk data & performance evaluation solution.

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E-Commerce - Food

Website Redesign & Relaunch

Work with the executive stakeholders from parent company, The Culinary Edge, to create new website and launch.

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E-Commerce - Beauty

Website Creation & Launch

Work with executive stakeholders from parent company KOSE International to bring the brand to North America.

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E-Commerce - Fashion

UX Strategy & Strategic Roadmap

Work with the CEO to understand their users and formulate a national sales strategy.

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Global E-Commerce

Enterprise Platform Research & Design

Work with executive stakeholders, the clients and development to lay the foundation of the global product.

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Sports & Entertainment

Legacy Sales System Redesign

Work with product managers and the wider UX team to redesign and launch the new sales platform.

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Wealth Management

Hub & Spoke Digital Strategy

Work with executive leadership, product managers and development to bring a digital mindset to projects and resourcing

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Wealth Management

Wealth Management

UX Foundation & Strategic Roadmap

Work with executive stakeholders to envision the future of the firm's financial advisory enterprise platform.

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Wealth Management

Insurance

UX Foundation & Strategic Roadmap

Work with executive leadership team, product managers and technology to deliver a deep understanding of their current state process.

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E-Commerce - Food

Website Creation, Branding & Launch

Established the UX foundation for the wealth management division and brought the project through research, design to AGILE development.

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