INSTITUTIONAL FINANCE PRODUCT DESIGN + STRATEGY

16 years of product design: shaping strategy, defining systematic solutions, and building clients’ trust in the business

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Clients I Served · Products I Delivered

Served

Institutional finance

  • UHNW and family offices
  • Wealth advisors
  • Private equity investors
  • Back-office operations
  • Global custody

Healthcare and public sector

  • Hospitals, caregivers, and patients
  • Clinicians and referring physicians
  • New York City public care access

Consumer and industrial products

  • Premium building products market
  • B2B industrial marketing
  • Customer service operation improvement

Delivered

  • B2B2C Multi-custodian family office portals
  • Money Movement client experience
  • Money Movement operations for advisors
  • Contract Lifecycle Management cross-platform application
  • Hamilton Design System for 20+ platforms
  • Compliance apps across front-, middle-, and back-offices

In Numbers

Design System Adoption

50+ Practitioners
20+ Platforms

Transaction Scale

Hundreds of Billions Moved

Service Response Time

35% Faster First Response

Organic Conversion

370% Conversion Growth

SEO/AEO

#1 Search Result

Where I Add the Most Value

Evolve the Practice with AI

Retooling the Process

I retooled the design process with agentic AI by implementing structured semantic artifacts, advancing iterative delivery cycles, and training models with design tokens, patterns, and documentation.

Delivering at Global Scale

I architected the design tokens behind BNY’s global design system; implemented analytics aligned with business metrics to measure impact of design; built prototypes to shorten feedback loops.

Shape Strategy to See Impact

Steering Product Direction

As design lead at the world’s largest custodian bank, I shaped the product strategy and experience of complex financial transactions serving UHNW and Family Office clients. It is the exercise of finding the path to a solution.

Winning in Consumer Markets

I launched a new building product brand with strategy informed by market and user research — seeing 370% conversion growth and displacing the established competitors in organic search.

Define Modular Architecture

Building the Foundation

I mapped advisors’ manual money movement workflows into a fully digital and modular architecture: a nine-stage transaction lifecycle across five persona journey maps, spanning front-, middle-, and back-office.

Stacking to Scale

Modules stack across transaction lifecycles; each carrying its own actionable tasks, status, and references. The experience delivers the truth about the transaction: entitlement-scoped, irreversible, and auditable.

How may I help?

If you are shaping a product organization, a design system, or a platform that has to earn trust — I’d like to hear about it.

Book a meeting hua@huayeh.com