FSC Agentic Wealth Experience.

Co-led a vision workshop. Built a prototype over a holiday weekend. Created a film that secured funding. And landed an entire ecosystem.

SENIOR PRODUCT DESIGNER · AI EXPERIENCES
Impact
56
Features and enhancements shipped
17
Zero-to-one AI innovations
32
Agentic contextual insights and actions
11
Customer pilot validation programs
100%
Adoption among pilot interviewees
$2M
Closed ACV influenced by demo org
+10%
FSC YoY revenue growth
$10M+
Pipeline generated across wealth accounts
Problem

Markets don’t lose clients. Silence does.

The value isn’t just managing money. It’s managing the moment before a client makes the wrong move — or worse, walks away without saying a word.

8.48
Points the average equity investor trailed the S&P 500 in 2024 — Dalbar QAIB
1.1%
Annual returns lost to poor timing decisions over 10 years — Morningstar Mind the Gap
3%+
Net returns advisors can add through planning, rebalancing, and behavioral coaching — Vanguard Advisor’s Alpha

FSC gives advisors an intelligent operating layer to monitor relationship risk, surface client anxiety, prioritize outreach, and turn uncertainty into confidence — at scale.

Positioning
:03

I design AI systems that keep financial advisors ahead of their clients’ next move.

:07

An agentic ecosystem that monitors 150+ client relationships per advisor, surfaces risk before it becomes loss, and turns data into action — automatically.

:15

Wealth advisors lose clients to silence, not markets. I designed four connected AI experiences — daily intelligence, meeting prep, portfolio analytics, and a Slack-native action layer — that give advisors back their time, their insight, and their confidence. Shipped to GA, influenced $2M in deals, and every pilot client wanted it.

Three Pillars of Impact

Vision. Intelligence. Craft.

Incubation & Vision

Where it started
  • Co-led the 3-year FSC Wealth Vision Workshop
  • Built the Future of Advising prototype solo over a holiday weekend
  • Created the vision film that secured funding

AI Integration

What makes it intelligent
  • 17 zero-to-one AI capabilities shipped
  • 32 agentic contextual insights and actions
  • Agentforce Wealth Agent, RAG Studio, Contextual Alerts

UX & Performance

How it looks and feels
  • Led SLDS 2 / Cosmos implementation across all surfaces
  • 256+ components interpreted for FSC
  • Foundation for AI-ready components and dark mode
Vision Film

The Future of Advising.

Created to reinvigorate the project, align the team, and inspire leadership. Six script iterations. Jennifer Chen, an advisor with over a hundred clients and $700M under management, spends her day with an intelligent ecosystem that moves with her.

Ecosystem

Six products, one connected experience.

Run My Day

The daily command center. Detect, analyze, recommend, and enable — decision-ready intelligence in under 5 minutes.

GA · Detect & Enable
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Meeting Center

The AI-powered meeting lifecycle. Prep, conduct, and follow through — intelligence that knows when to disappear.

GA · Intelligent Engagement
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Client 360

Global context awareness. AI-generated narrative summaries, life events, plans, goals, and relationship graphs.

GA · Context Engine
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Performance Analytics

Real-time portfolio visualization, asset allocation analysis, and financial planning roll-ups for every conversation.

GA · Portfolio Intelligence
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Anywhere Advisor

Slack-first agentic surface. Full action capability from mobile — zero CRM login required.

Beta · Slack-Native
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Universal Setup

Self-service admin configuration. 3-step wizard, visual builder, under 30 minutes — no Professional Services.

GA · Admin Experience
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Incubation

Co-led the 3-year vision workshop, built the prototype over a holiday weekend, created the film that secured funding.

Vision + Strategy
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Purpose

Unlock trapped data. Automate routine tasks. Preserve human connection.

A wealth advisor managing 150+ clients and $700M in assets faces a daily paradox: the more clients they serve, the less personal attention each receives. Critical signals get buried. Meeting prep is manual. Follow-through falls off.

The FSC Agentic Wealth Experience is the answer — four interconnected experiences forming one intelligent digital ecosystem that gives advisors back their time, their insight, and their confidence.

Design Principles

How we think.

01Ambient awareness over forced navigation — urgency is visible but never coercive. The advisor always chooses.
02Intelligence, not information — don’t reprint data. Provide insight with implications and benefits.
03Zero-config for advisors, full control for admins — separate the experience from the configuration.
04Connected by design — each experience feeds the others. Meeting notes become signals. Signals become actions. Actions become follow-ups.
05Advisor-authorized autonomy — AI acts on behalf of the advisor, never on behalf of itself.
Incubation

From workshop to funded roadmap.

We set out to define a 3-year vision. We shipped it all by Q2 2026.

Vision Workshop
27 participants across Design, PM, R&I, Engineering, Sales, Leadership, and customers. Produced the experience map and opportunity assessment.
Rapid Prototype
Built over a 4th of July weekend. 6 products in one unified ecosystem. One designer. One weekend. The entire vision made tangible.
Vision Film
6 script iterations. Created to reinvigorate the project, align the team, inspire leadership, and secure investment.
Now
3-year vision delivered by Q2 2026. Run My Day, Meeting Center, and Command Center shipping to GA across US and India.
AI Integration & Automation

17 zero-to-one AI capabilities shipped.

Empowering financial advisors with an intelligent digital ecosystem that transforms client relationships by unlocking trapped data, automating routine tasks, and streamlining operations.

Agentforce Wealth Agent

6+ agent actions: wealth summary, portfolio performance, asset allocation, plans and goals, cash flow analysis.

Gen AI Prompt Templates

Target allocation, retirement readiness, quarterly review, intelligent insights with next steps.

RAG Studio for FSC

Proprietary document upload for LLM grounding in org-specific financial knowledge.

Contextual Alerts Framework

One admin setup activates entire alert set across wealth, insurance, and retail banking in under 5 minutes.

Embedded AI Actions

Personalized client summaries, format customization, data point recommendations, export and edit.

Agentic Record Updates

Auto-logging call transcripts, meeting outcomes, financial goal changes to client records.

Dynamic Agenda

Real-time agent-driven notes added to meeting agenda based on conversation and recent insights.

Calculated Insights

Personalized signals for wealth asset management, insurance, retail banking, and lending.

UX & Design System

SLDS 2 / Cosmos implementation.

Led the migration from SLDS 1 to SLDS 2 styling hooks across all FSC Wealth surfaces. Not just adopting the new system, but driving the modernization that establishes the foundation for AI-ready components.

256+
Components & SFGo interpreted for FSC
3→1
Admin setup flows merged into unified approach
100%
SLDS 2 token compliance in prototypes
How I Work

Design to deployed org.

A workflow that bridges design and engineering, shortening feedback loops from weeks to days.

01

Vision & Research

Customer interviews, workshops, experience mapping, opportunity assessment.

02

Prototype in Org

Figma to Claude Code to deployed Salesforce org. Real data, real components.

03

Validate & Iterate

Stakeholder demos, pilot feedback, 11 customer programs providing validation.

04

Ship & Infuse

Engineering refines and launches. Design DNA carried through GA.

UX Writing

Every word is mine.

Authored all UX writing across the FSC Agentic Experience. Every button, notification, narrative, persona family, agent response, and presentation script. Writing is a core part of the design methodology, not just a handoff to another team — a foundation for collaboration.

My Role

Senior Product Designer, AI Experiences.

Salesforce Financial Services Cloud — end-to-end design ownership across all four experiences.

Design & Strategy

Shaping what we build
  • Co-defined business objectives and product strategy with PM
  • Agent behavior design — instructions, topics, actions, guardrails
  • System-level architecture connecting all four experiences

Prototyping & Code

Building what we ship
  • Prototyping in code (LWC + SLDS 2) alongside Figma
  • Demo-ready sandboxes that sell — not just mockups
  • AI as part of the design workflow — iterating daily with Claude

Cross-functional

Collaborating at scale
  • PM, Engineering, Research, and customer collaboration
  • 11 customer pilot validation programs
  • World Tour NYC + Gartner Magic Quadrant demo delivery
Takeaway

Inspire vision, expand design,
drive production, and deliver GA.

Incubated the 3-year FSC Agentic Experience, shipped 56+ features across 6 interconnected experiences, modernized the platform on SLDS 2, and crafted a thoughtful narrative along the way — ensuring the north star carries through GA as the team scales.

And that’s just the last year. Imagine what’s next.

Previous Work

Select earlier work.

Google

Buy-flow and launch experiences for the Google Pixel hardware ecosystem — including the first Pixel foldable.

Sr. Experience Designer
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Apple

Apple Watch launch — brand voice, UX direction, and launch experience for Apple’s first wearable platform.

Assoc. Creative Director
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Audi

Full site redesign, vehicle configurator, innovation pages, and myAudi connected ownership platform.

UX Designer
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