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Fintech UX Research
Fintech UX Research
NDA Client
Q4 2024-Ongoing
Project
Overview
I lead Continuous Discovery research with a top options trading platform (under NDA), delivering weekly insights to the Product team that support feature evolution and improve user adoption. I facilitate deep dive interviews with novice and advanced traders to track shifting needs and mobile habits. Over my eight months with the client, I have evolved innovative AI tools to scale that research, and the resulting product evolution earned them Investopedia’s 'Best Overall Options Trading Platform' in July 2025.
My client Product Manager's experience:
"Your research so far has been helpful in a few significant ways. First, it shows the business the benefits of formal research in the product development process. I am so excited that so many people bought in! Additionally, the insights on mobile trading have been invaluable to our revamp of our mobile apps-the changes have been received positively by customers and the business."
Reach out to hear more about my research design process.
Delivering powerful insights
I love to plan and define qualitative research, and I have honed that skill over 5+ years of complex research projects. The high art of designing research that delivers powerful, actionable detail is fascinating to me. I create efficient insight reporting cadences that dovetail effectively with Product ship schedules.
I'm passionate about empowering Product teams to stay in sync with mobile interaction trends to deliver features right on time for customers—features that make their lives work better and that will make them a loyal catalyst for brand growth.
*This research is confidential and details are therefore obscured. Reach out to hear more about my approach to FinTech research.
