A bit on both B2B and B2C eCommerce. Below are a few examples regarding efforts to improve interface usability, engagement, interest, appeal, error avoidance, and most importantly increased task completion rates to drive revenue!

Financial Trading

Experience leading design efforts in a few variations of financial applications for both B2B and B2C such as:

  • Multi-role Merger and Acquisition Collaboration Platform which modernized the pitch creation, pitch delivery, and day to day operations of Junior and Senior bankers to service clients.
  • Marketplace Software as a Service (SaaS) for financial institutions to subscribe and sell both apps and APIs.
  • Foreign Exchange Management Platform which improve speed and collaboration of FX trading as well as reducing costly errors.
  • Sophisticated securities trading applications with complex decision making logic interface needs (see below)


Consumer Purchasing and Billing

Experience in designing modern user friendly B2C service purchase and web payment systems which provide clear account status, billing notifications, and payment task-flow via credit card and checking (such as below).


Sales Support/Lead Generation

Work is often tied to business goals for increased revenue and as such a good portion of work has been to support both marketing and sales campaigns.

Below: is an example of a wireframe utilized along with considerable research to optimize a site to increase initial phases of a 6 to 12 month  sales lead generation process.