AI for Investing

Led research and service design for UBS, shifting the team from a solution-first approach to a research-first product strategy. By combining rapid research, service design, co-creation, and user testing, I helped validate what client advisors actually needed and translated those insights into an AI Search, and a longer-term product roadmap.

Turn research into product direction by validating problems before building solutions. This helped the team prioritize the right opportunities, refine concepts with real users, and create a clear path from early ideas to scalable search experiences.