Financial Services UX Strategy
Discovery
Every engagement begins with a structured discovery phase — stakeholder interviews, content audits, and competitive analysis. For Neuberger Berman, this meant mapping the full corporate site architecture across all investor segments and product lines before a single wireframe was drawn. The sitemap below represents the output of that discovery: a comprehensive IA defining 30+ page templates, navigational hierarchy, and the logic governing IP-based content personalization for regional audiences.
Neuberger Berman
Designing investor-facing digital experiences for one of the largest independent asset managers. Work spans information architecture, data presentation design, and interaction patterns for complex financial products — with particular attention to how institutional investors consume and act on portfolio data.
Interaction Design
With the architecture defined, work moves into detailed interaction design — wireframes, annotated flows, and component-level specs handed off directly to engineering. Every screen is pressure-tested against real user workflows before moving to high-fidelity, ensuring implementation review catches edge cases rather than structural issues.
Approach
Financial services design demands a different discipline than consumer product work. The bar for information density, precision, and regulatory compliance is significantly higher. My process starts with deep stakeholder interviews, maps to existing mental models in the domain, and tests against actual workflows before any pixels are finalized.
Implementation
Final designs are reviewed against live implementation to ensure fidelity — checking spacing, interaction behavior, responsive breakpoints, and accessibility. Below are the shipped Neuberger Berman homepage and What We Do pages across desktop and mobile.
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