NMLS Modernization

FINRA Agency Project
A multiyear contract to modernize the NMLS Website.

Business Requirement Gathering | Design Thinking Workshops | Information Architecture | Figma Mockups | Promotional Material
Winter 2023

 

 

LLM Integration

FINRA Project
In collaboration with FINRA’s Advanced Analytics team, implementing an NLP reader to support faster, more accurate, and consistent reviews of large firm documents and procedures.

User Workflow | Prototyping | XD Mock-ups | User Acceptance Testing
Spring 2023

 

 

Interactive Guidance

FINRA Project
Design a guided experience to help employees to finish their cases in an efficient manner.

Precedent Analysis | Subject Matter Expert Interviews | Design Thinking Workshops| Business Requirements Gathering | Prototyping | XD Mock-ups | User Acceptance Testing | Metrics and KPI
Fall 2022