Y TREESenior Product Designer
Jan. 2018 - Oct. 2024London, United KingdomY TREE is in the business of financial life intelligence. Combining data, experience and technology we provide insight across all aspects of our clients’ financial profile. We are not asset or wealth managers; we have no products to sell. We provide pure advice. · Directed iOS and Android app design for UHNW and HNW clients to view their investments, communicate with financial advisers, and approve bespoke financial advice. Increased the client base by 125% within a year while maintaining high client satisfaction and engagement. · Designed the back-office system, including asset management, advice tools, and trade execution, reducing 45% of the time spent and increasing the efficiency of client service, advisory, and portfolio construction teams. · Led and designed the end-to-end user experience of the entire service from scratch, including customer journey maps, user flows, wireframes, screen designs, prototypes, visual assets, and detailed specifications as the first-hired designer. · Established and led DesignOps to enhance design consistency, work efficiency, and collaboration across functions. Created and evolved the design system in Figma, standardised design processes and UI/UX deliverables, and optimised communication with 3 product managers, 40+ remote developers, and stakeholders from diverse backgrounds in a fast-paced Agile environment.