A suite of confidential initiatives delivered in close partnership with Microsoft, focused on embedding AI and automation into financial workflows.

This project was a redesign of the company overview experience, shifting from a static, text-heavy page to a customizable, role-specific dashboard. 

The new design provides clearer, more intuitive access to key company data, tailored to the needs of financial users like Wealth Managers, Traders, and Investment Bankers, with flexible content and layout options.

Wealth Advisor Research Assistant

An exploratory interface combining LSEG data and AI-driven insights to help wealth advisors quickly assess market impact on client portfolios, identify risks, and engage through contextual chat guidance.

Financial

Meeting Prep

I contributed as a key designer to LSEG’s Meeting Prep experience, integrating real-time financial data and AI-generated briefings directly into Microsoft Teams.

Built using Microsoft’s Fluent Design System and interaction patterns, the product blends seamlessly into the Teams environment, enabling professionals to walk into meetings better informed and fully prepared.