I aim to foster a strong partnership with clients, to bring the best possible product to life.

I understand the unique needs and challenges of the finance industry because I’ve spent over two decades partnering with asset management firms, investment banks, retail banks, insurance and mortgage companies. I tailor my approach to suit the individual needs of each project.

Discover & Research
I learn about your company, competitors, and users through discussions, research, and available data. By understanding your users and the problem we are trying to solve, I can help design a product based on evidence rather than assumptions.

Review Site Content
I review your current product to see what content is in each section and how they relate to each other and support your brand. I also consider any new content that may be forthcoming and make suggestions.

Create Sitemap
I consider our findings from Discovery, Research, and Content Review plus best practices in order to develop a sitemap. (Sitemaps are often created in tandem with the User Journeys because they inform each other.)

Explore User Journeys
I use what we learned about your primary users, who they are and what their goals are, to explore ways they may interact with your product. I define their personas and sketch their journeys.

Design Wireframes
I consider individual page goals and create layouts, indicating all content and interactions for the page templates.

Create Prototypes
When apropos, I create and user test prototypes to glean more information from the users and refine the design, if warranted.