Bank of America : Enterprise Risk Platform
Designing intuitive, feature-rich, and data-driven tools tailored for bankers and finance analysts
Overview
At Bank of America, I lead the UX design efforts for an Enterprise Risk Platform that enables bankers and analysts to assess, manage, and mitigate climate-related financial risks.
As climate-related financial risks become a growing concern for financial institutions, our team is building a suite of tools that provide real-time insights, scenario analysis, and regulatory reporting capabilities enabling stakeholders to make informed decisions.
Through a user-centric design approach, I work closely with risk analysts, compliance teams, and technology partners to ensure that the platform meets regulatory requirements while enhancing usability, efficiency, and accessibility.
Due to NDA restrictions, I cannot share specific project details or design deliverables. However, I can provide insights into my design approach, process, and impact while maintaining compliance.
Key Tools Designed
My Design Process
Designing an enterprise risk platform requires a deep understanding of complex financial workflows, regulatory requirements, and user needs. My approach balances usability, efficiency, and scalability to create intuitive tools that empower bankers and analysts.
Requirement Gathering
I work closely with bankers, analysts, and compliance teams to understand their challenges, business objectives, and platform needs. Through these discussions, I define user stories and refine problem statements to ensure the platform meets both user and regulatory requirements.
Workflow Design
Using insights from the requirement-gathering phase, I design workflows that map out key user actions, align with different roles, and establish logical task sequences. I collaborate with the product team to ensure these workflows support both current needs and future scalability.
Wireframing & UI Design
I create high-fidelity UI interactions, ensuring they align with the defined workflows and user needs. While working within the organization’s design system, I also contribute new components when necessary to support unique use cases. I collaborate with the engineering team to assess feasibility and align on development timelines.
Feedback & Validation
Before development, I validate designs with business stakeholders, gathering feedback to measure usability and task efficiency. I track task completion rates and identify potential UX issues. Any refinements are made during User Acceptance Testing (UAT) to ensure a smooth user experience before release.
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