Redesigning our hosted financial, identity, and privacy protection solutions that drive growth
As Senior Director of Product UX & Design, I led the redesign of our white‑label solution so financial institutions, fintechs, and digital brands can launch quickly, deliver clearer value to their customers, and drive stronger engagement and revenue. The platform is now React‑based, design‑system‑driven, and flexible enough for partners to make it their own—while preserving the clarity, consistency, and accessibility consumers need to confidently take control of their financial futures.
Snapshot (Challenge • Role • Audience • Constraints)
Challenge
My Role
Audience
Constraints
Outcomes (highlights)
$21M/year in hosted‑solution revenue; 20M+ consumers added to the dashboard
Onboarding speed: improved from 6 months → 4 weeks (stand up a live product in < 30 days).
Design velocity: +60% prototyping/design productivity via UI standardization + documentation (Figma and StoryBook).
Accessibility savings: Modern FE + accessible components helped avoid ~$5M/year in ADA remediation tied to legacy UIs.
Engagement design: We co‑defined partner segments and tailored the dashboard accordingly—keeping ample theming/flexibility so brands can “make it theirs” without breaking UX integrity.
Launch fast — Hosted/white‑label goes live in weeks (React + reusable system).
Activate modules — Add Identity Protection and Credit Health solutions to increase value.
Optimize growth — Personalize offers, improve CSAT, and scale adoption across channels.
Check out how our key partners are leveraging the solution: Navy Federal Union, US Bank, BMO