Head of Design, Wealth · 2021–2025
BNY: automating 65+ task flows in Wealth Online.
I led six designers on the software wealth managers use to look after other people's money, and the software those clients use to look after their own.
Writing this one nowWhat it will cover
- Counting the work before designing it, and why an inventory changed the strategy.
- The finding that reframed the program: the expensive thing was not how long a flow took, it was not knowing where it was.
- Which flows we deliberately left manual, and why the human checkpoint was the control.
- Setting the design standards for the bank's AI wealth tools: what a system is allowed to say about someone's money.