Portfolio

The section features a comprehensive portfolio in the form of case studies, wireframes, storyboards, prototypes & websites

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Case Studies
Prototypes
Wireframes
Websites

Case Studies

More Case Studies to Explore

Loan Origination

B2B transformation of muni loan origination

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Investor Management Services

B2B2C digital transformation supporting Financial Advisories for high-net-worth clientele

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Security Center

B2C redefined user experience allow customers to find information quickly and easily

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Wall Crossing Portal

A look at a wall crossing management application built from the ground up

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Rep Resource Center

The ultimate search engine where associates leverage improved workflows and experiences

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Wall Crossing Portal

A look at a wall crossing management application built from the ground up

View case study

Prototypes

Retail Bookbuild

Contact Me For Demo

Equity Bookbuild

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Bid Rate

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Wireframes

Event Management (PDF)

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Compliance/Doc Portal (PDF)

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Mobile CRM (PDF)

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Portfolio

Case Studies

More Case Studies to Explore

Loan Origination

Investor Management Services

Security Center

Wall Crossing Portal

Rep Resource Center

Wall Crossing Portal

Prototypes

Retail Bookbuild

Equity Bookbuild

Bid Rate

Wireframes

Websites

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