Fintech UX Strategy: Designing for Trust, Transparency, and Impact

Welcome to my UX blog, where I share insights, case studies, and lessons learned from over a decade of designing digital products—with a strong focus on fintech. Whether you're a fellow designer, PM, or just curious about how UX shapes financial tools, this space is for you.

Why Fintech?

Finance is complex, personal, and often intimidating. Good UX has the power to change that. My work in fintech—from enterprise tools at Morgan Stanley to consumer-facing planning platforms like InstaPlan—has always centered on making financial decisions more human, more understandable, and more actionable.

What to Expect on This Blog

1. Case Studies with Strategic Depth

• Breaking down projects like LifeView, Dynamic Taxes, and the Financial Planning Hub

• Showing how UX isn't just about wireframes—it's about aligning user needs with business outcomes

2. UX Frameworks for Financial Products

• Tools and thinking models I've used to frame decisions and de-risk execution

• Examples: Information layering, trust signals, journey orchestration in long-tail financial flows

3. Behind-the-Scenes of Design Leadership

• Lessons from being a Fleet Lead and working across squads

• How to bring alignment across tech, product, and research

4. Fintech Trends and Commentary

• Reflections on digital wealth platforms, behavioral finance, and emerging patterns in financial literacy tools

Upcoming Topics

• The Emotional Weight of Financial Interfaces

• Building a UX Strategy that Speaks C-Suite

• How to Handle Regulatory Complexity in Design

• What I Learned About UX from Running a Hospitality Business

Thanks for reading. I'm excited to share, connect, and hopefully contribute to how we think about design in this essential and evolving space.