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Designing how we design

2020-2025. Financial services/Fintech, UX leadership, Product design

When I joined, design was mostly seen as a service: fragmented, reactive, and dependent on other teams’ decisions. I quickly realized that to make a real impact, we needed to change not just what we designed, but how we designed.

I started by building trust and structure, introducing planning rituals, clearer roles, and shared tools. Over time, our work evolved from creating isolated deliverables to shaping connected experiences across channels.

We formalized Design Ops practices that made design visible in company planning and execution, and we began defining early frameworks for Research Ops to give structure to how we learn from users. Through initiatives like the Design System and Experience Governance, I helped the company design how it designs, establishing the culture, processes, and tools that sustain design at scale.

Here's a few of the initiatives we tackled

Outcomes (projected)

+15% certified leads when live
SME's onboarding time reduced 55%
70% reduction of assistance related calls
Successful integration of virtual agents dedicated to serving 3 key customer segments

Context

The company's website lacked a clear structure and narrative tailored to specific segments. This resulted in a high volume of disoriented users turning to Marketing or Sales teams for operational issues—causing friction, operational overload, and low-quality leads.

Context illustration

Challenge

How might we transform the website into an effective sales tool for new businesses, while also providing meaningful support to existing clients and users?

Solution

As part of the Designing with Data initiative, we led a strategic redesign to reposition the website as a functional and focused channel aligned with business objectives.
  • Segmented by Archetypes
    We defined clear user archetypes to personalize the value proposition according to different contexts, needs, and use cases.
  • Dual Focus: Sales and Support
    Primary objective: Generate new sales with a focus on small businesses. Secondary objective: Provide self-service support for clients, users, and affiliates.
  • Goal-Oriented Information Architecture
    We redesigned the structure to improve conversion flows, create specialized sections by user type, and offer more intuitive navigation.
  • New Funnel Navigation Feature
    We added a guided experience to help users move through the funnel more effectively, with clearer steps and contextual cues to reduce friction and drop-offs.
  • Specialized Help Center
    We integrated a dedicated Help Center to channel operational questions, reduce junk leads, and improve lead quality.
  • First Product with the New Design System
    The site became the first channel to apply our design system, creating a consistent visual language and component library.
  • Cross-Functional Collaboration
    We co-created a content and work plan with Marketing and partnered with Development to ensure alignment between business, design, and technology.
Monitor frame

Outputs