A year-long initiative to identify and validate the highest-impact improvements to the UBS Wealth Management homepage, the primary digital touchpoint for 750,000 U.S. accounts.

Methodology spanned three rounds of user interviews, a 130-client survey, a competitive analysis of major U.S. banks, and a structured usability test, and one finding was consistent across all of it: clients wanted a single chart showing their account value over time, something the platform had never offered.

I built the business case, navigated approval across product owners, legal, and two executive directors (including a COO direct report), and secured sign-off on the significant data infrastructure investment required to build it. The feature is now in development as part of a multi-million dollar homepage redesign.

An 18-month engagement that began with a single question: why weren't clients finding the new Cash Tile useful?

Five rounds of research with financial advisors and clients revealed the core issue: the tile displayed an aggregate balance across all accounts, including illiquid investment and retirement holdings that clients would never access for everyday needs.

Working as both lead researcher and design director, I translated those findings into a prioritized set of design opportunities, consulting with visual designers and producing mockups to drive each iteration forward. The result is a fully validated, dev-ready redesign featuring a customizable cash view, an account-level balances overlay, and a copy update to "Cash available to withdraw" — changes that reframe the tile from a passive data display into something clients can actually act on.

An active initiative to migrate 15,000+ UBS field advisors, client service representatives, team associates, and support staff onto Microsoft Dynamics, consolidating users from both legacy software and manual spreadsheet workflows.

My role is to lead structured feedback sessions across two user groups: current pilot users already working in the system, and prospective users previewing it ahead of rollout.

Each round of research is synthesized into a prioritized set of product requirements, directly informing what needs to be built within the API before the platform goes live at scale. Ongoing.

Before I joined UBS, the organization had never run a structured usability test on any of its client-facing digital products. I built the practice from scratch: evaluated a shortlist of vendors, piloted and implemented UserTesting as our platform of choice, and trained four researchers on structured testing protocols.

The practice is now embedded across the product development cycle, giving product owners a repeatable way to validate design decisions with real clients before anything ships.