Months of interviews with all types of investors enabled us to build a persona and a detailed customer journey map that helped Chase target a very specific audience when they launched the YOUINVEST™ independent investment account in September, 2018.

Stakeholder interviews and on-site contextual inquiry - onboarding a data protection platform with financial advisors (2019)

Research insights enabled development team to make quick changes for the first wave of on-boarding. These key changes helped to create a new product implementation process described as "the smoothest we've ever had" by our client, who planned to use our data security platform as part of its basic package to independent financial advisors.

Service design research and concept testing a new method to track loaned surgical equipment for an orthopedic medical device sales organization
(2015 - 2017)

Helping a medical device sales organization recover more than $400,000 worth of missing product by designing a better way to track loaned surgical equipment to surgery centers in the greater New York City area.