Current Projects
QuickBooks AI Accountant (SmartBook) – Financial Planning Assistant (In Progress)
SmartBook is an AI-powered accountant designed to assist small businesses plan, forecast and make informed financial decisions. This case study examines how generative AI can be incorporated into QuickBooks via a conversational planning window, drawing inspiration from Intuit Assist.
SmartBook: AI Financial Assistant
See an overview, my design approach, a preview of early screens, and what's next.
Bespoke UX/UI design solutions for scalable eCommerce platforms: Elevating user experiences across desktop and mobile for financial success.
Advanced eCommerce Storefronts with Customizable Pricing Structures
Expertly managed and customized eCommerce storefronts with dynamic pricing capabilities. Leveraged top-tier development solutions to implement backend systems that adjust discounts and promotions based on user accounts, enhancing financial performance and customer satisfaction.
Quality graphics and meticulous proofreading for large-scale printing and online use, with expert project management and coordination for outsourced production.
Captivate and Engage with Stunning Display Ads
Compelling display ads ensure your brand shines both online and offline, drawing customers effortlessly to your financial institution.
Dynamic Interactive Booklets: Seamless Account Agreements and Disclosures
Workable files accommodate fee increases as scheduled. Interactive PDF files with live table of contents links enable immediate distribution.
Empowering Prosperity: Clear and Accessible Annual Tax Rate Publications
Printed and digital marketing materials must be up to date with the latest IRS tax laws and produced promptly.
Streamlined Credit Card Applications: Effortless and User-Friendly
Tailored to the institution's latest interest rates and terms. Produced from InDesign and carefully proofread for printing. Designed for mailing.
