Work
Product and technology work
Across financial services, health and life sciences, and information-intensive organisations.
5 case studies in Private banking & wealth
Omni-channel e-banking platform for private clients
A case study on UX design for a next-generation wealth management platform. Users trade stocks, funds, bonds; book appointments and chat with financial advisor.
Holistic view of wealth and assets for HNWIs
A case study of building a financial and legal documents platform for an award-winning independent corporate services and private wealth management firm.
AI sprint · Development
Chat-based offering analysis for private market investors
Investors interrogate offerings in natural language, with citations and compliance bounds.
Design · Motion · Product design sprint
Digitizing exclusive client servicing in private banking
Mobile e-banking for HNWI clients, integrated with core banking (Temenos).
Customer validation · Design · Product design sprint
Digital onboarding for EAM and HNWI clients
Onboarding that matches the standard of in-person private-bank service.