I conducted an audit of LINK's analytic reports and instigated conversations with leadership to redesign parts of the Robo-Advisor.

Case Study Coming Soon!

I was tasked with completely redoing the Prudential.com navigation taxonomy following the acquisition of AssuranceIQ and the introduction of a new healthcare product.

I launched a survey to a targeted customer segment to understand what they valued at that arc of their lives—creating a weighted ranked list of our product categories for that customer segment.

I also conducted card sorting exercises with users to tighten up the third-level navigation information architecture.

After Code&Theory finished their take on the new PGIM.com, I assisted Heather Buchma (design director at PGIM) in running usability tests with in-house finance professionals.

The findings of the tests informed the later iterations of the design now live.

I was involved in early conversations and research for Prudential's new design system. I conducted interviews with (in-house and distributed) design and development teams across the organization to prioritize features for the MVP.

I also conducted usability testing of the design system with designers and developers.

Prudential was primed and positioned well to compete with long-term yet liquid investment accounts like Goldman Sachs Marcus and Betterment.

I designed and evaluated the payments flow to fund the SIA account, focusing on funding, bank redirects, and error handling (and a weird mail-in edge case).