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
We 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. We define their personas and sketch their journeys.

Design Wireframes
We 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.