From confusing clicks to confident choices: a redesigned model selection flow that helps Advisors and Clients make smarter, clearer investment decisions together.

Designed the end-to-end account opening experience for wealth management, improving workflows for Advisors, the Client Experience team, and Clients.

Designed an intelligent inventory system that keeps Stockwell’s 1,000+ stores stocked with the right products at the right time—boosting revenue while cutting busywork for the retail team.