1st mobile app developed for Broadridge, boosting engagement with younger audiences
About
Shipped Broadridge's first native iOS and Android application that increased engagement and participation from shareholders when they receive their ballots in the mail to vote for their proxy. A proxy statement is what you usually receive in the mail if you own stocks or have a retirement account where securities(shares) are being held, the companies that you own have to send you the statement every voting period so you can vote.
Other Projects
MS Unified Billing
Financial Web App
Research • Strategy • UI • UX Design
Leveraged AI to reduce manual audits and risks of non-compliance streamlining investment bank's billing process in a new internal platform+7 minutes saved diagnosing and preventing potential billing risksAI Upsell Agent
Financial Web App
Research • Strategy • UI • UX Design
Boosted an investment bank and client's revenue by tens of millions with an upsell AI (Artificial Intelligence) agent embedded in a chatbot that used browsing history to determine best time to engage+ $10M of client and firm revenue