Success stories
Financial Institutions
Client
Zenmonics
Project Background
Zenomics is a financial wellness platform focused on educating users about credit, budgeting, and saving through personalized content..
Challenge:
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Users struggled to complete onboarding and engage with financial tools, leading to low conversion and poor retention.
Solution:
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Redesigned the onboarding flow and dashboard using behavior-based UX patterns. Integrated an intelligent content system that adapts to user goals and financial knowledge.
Results
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Increased onboarding completion by 42%
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Boosted daily engagement by 28%
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Reduced support tickets related to account setup by 60%
Client
G-Treasury
Project Background
G-Treasury is an enterprise treasury management system serving global finance teams with complex cash, liquidity, and risk workflows.
Challenge:
Users found the interface overwhelming and unintuitive, especially for first-time users managing cross-border transactions and reporting.
Solution:
Led a full UX audit, developed simplified user flows, and introduced a modular dashboard with prioritized KPIs and task-based navigation.
Results
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Increased efficiency in task completion by 11%.
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Enhanced user satisfaction through simplified navigation.
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Improved scalability of the portal for future updates
Client
OCC
Project Background
OCC is the world's largest equity derivatives clearing organization, requiring secure, accessible digital tools for clearing members and internal teams.
Challenge:
Legacy systems had fragmented user experiences and lacked accessibility standards, resulting in inefficiencies and compliance risks.
Solution:
Created a design system aligned with WCAG 2.1 and redesigned core workflows to unify tools across platforms. Collaborated cross-functionally to prototype, test, and document new patterns.
Results
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Reduced error rates across critical flows by 40%
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Delivered WCAG-compliant design system adopted org-wide
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Decreased development time on new features by 30%
Client
Charles Schwab
Project Background
Charles Schwab is a leading financial services firm offering investment, banking, and retirement solutions to millions of customers.
Challenge:
High-friction account setup process and outdated flows were increasing drop-off, especially on mobile.
Solution:
Mapped user journeys, eliminated unnecessary steps, and applied mobile-first best practices. Integrated guided help overlays and improved form field logic
Results
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Mobile account completions increased by 37%
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NPS for new users improved by 22 points
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Reduced call center inquiries related to onboarding by 33%
