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Mortgage & Lending Ecosystems.
Mortgage & Lending Ecosystems.
Mortgage & Lending Ecosystems.
At Temenos, I led multiple RFP-driven design projects for global banking clients. One of the most significant was the Mortgage Offering, created as part of an RFP response for a multinational client.
The project wasn’t about designing screens in isolation — it was about demonstrating how the Temenos ecosystem, with its omnichannel capabilities, could integrate seamlessly into the client’s operations. During my tenure, I worked across both B2B and B2C contexts, often creating experiences that showed how banks could leverage Temenos’ platform to deliver consistent customer journeys across web, mobile, and branch channels.
All work was grounded in the Temenos Design System, ensuring scalability, brand alignment, and coherence across a platform already used by 800+ banks worldwide.
The image below shows the mortgage offer interface before redesign.
At Temenos, I led multiple RFP-driven design projects for global banking clients. One of the most significant was the Mortgage Offering, created as part of an RFP response for a multinational client.
The project wasn’t about designing screens in isolation — it was about demonstrating how the Temenos ecosystem, with its omnichannel capabilities, could integrate seamlessly into the client’s operations. During my tenure, I worked across both B2B and B2C contexts, often creating experiences that showed how banks could leverage Temenos’ platform to deliver consistent customer journeys across web, mobile, and branch channels.
All work was grounded in the Temenos Design System, ensuring scalability, brand alignment, and coherence across a platform already used by 800+ banks worldwide.
The image below shows the mortgage offer interface before redesign.
At Temenos, I led multiple RFP-driven design projects for global banking clients. One of the most significant was the Mortgage Offering, created as part of an RFP response for a multinational client.
The project wasn’t about designing screens in isolation — it was about demonstrating how the Temenos ecosystem, with its omnichannel capabilities, could integrate seamlessly into the client’s operations. During my tenure, I worked across both B2B and B2C contexts, often creating experiences that showed how banks could leverage Temenos’ platform to deliver consistent customer journeys across web, mobile, and branch channels.
All work was grounded in the Temenos Design System, ensuring scalability, brand alignment, and coherence across a platform already used by 800+ banks worldwide.
The image below shows the mortgage offer interface before redesign.
At Temenos, I led multiple RFP-driven design projects for global banking clients. One of the most significant was the Mortgage Offering, created as part of an RFP response for a multinational client.
The project wasn’t about designing screens in isolation — it was about demonstrating how the Temenos ecosystem, with its omnichannel capabilities, could integrate seamlessly into the client’s operations. During my tenure, I worked across both B2B and B2C contexts, often creating experiences that showed how banks could leverage Temenos’ platform to deliver consistent customer journeys across web, mobile, and branch channels.
All work was grounded in the Temenos Design System, ensuring scalability, brand alignment, and coherence across a platform already used by 800+ banks worldwide.
The image below shows the mortgage offer interface before redesign.
Employer:
Employer:
Temenos
Role:
UX Designer
Year:
2023
My Role
Explored, conceptualized, and prototyped opportunities for integrating Temenos’ XAI capabilities into the mortgage flow, working with stakeholders to highlight how explainable AI could enhance decision-making and transparency.
Designed with the system, not just the screen: mapped interactions across users, workflows, and compliance logic to ensure solutions respected both product constraints and platform-level rules.
Collaborated across silos: partnered with product specialists, sales agents, and internal banking teams to translate complex financial workflows into intuitive user journeys.
Led cross-functional design efforts: worked with UX designers, product managers, and engineers to co-create solutions grounded in technical feasibility and user empathy.
Maintained system-wide consistency: ensured all outputs aligned with the Temenos Design System, enabling reuse and scalability.
Brought feedback into the loop: integrated findings from usability sessions and agent feedback, iterating designs to address real-world challenges.
My Role
Explored, conceptualized, and prototyped opportunities for integrating Temenos’ XAI capabilities into the mortgage flow, working with stakeholders to highlight how explainable AI could enhance decision-making and transparency.
Designed with the system, not just the screen: mapped interactions across users, workflows, and compliance logic to ensure solutions respected both product constraints and platform-level rules.
Collaborated across silos: partnered with product specialists, sales agents, and internal banking teams to translate complex financial workflows into intuitive user journeys.
Led cross-functional design efforts: worked with UX designers, product managers, and engineers to co-create solutions grounded in technical feasibility and user empathy.
Maintained system-wide consistency: ensured all outputs aligned with the Temenos Design System, enabling reuse and scalability.
Brought feedback into the loop: integrated findings from usability sessions and agent feedback, iterating designs to address real-world challenges.
My Role
Explored, conceptualized, and prototyped opportunities for integrating Temenos’ XAI capabilities into the mortgage flow, working with stakeholders to highlight how explainable AI could enhance decision-making and transparency.
Designed with the system, not just the screen: mapped interactions across users, workflows, and compliance logic to ensure solutions respected both product constraints and platform-level rules.
Collaborated across silos: partnered with product specialists, sales agents, and internal banking teams to translate complex financial workflows into intuitive user journeys.
Led cross-functional design efforts: worked with UX designers, product managers, and engineers to co-create solutions grounded in technical feasibility and user empathy.
Maintained system-wide consistency: ensured all outputs aligned with the Temenos Design System, enabling reuse and scalability.
Brought feedback into the loop: integrated findings from usability sessions and agent feedback, iterating designs to address real-world challenges.
Design Approach
The redesign focused on simplifying the end-to-end mortgage journey for both borrowers and lenders. I mapped workflows across touchpoints, ensuring the experience reflected real-world financial processes while staying consistent with the Temenos Design System.
Key steps included:
Ecosystem mapping to connect borrower and lender journeys and identify friction points like paperwork and repeated data entry.
Conceptualizing and prototyping flows that introduced features such as personalized mortgage offers, repayment breakdowns, and real-time eligibility checks.
Exploring XAI integration to show how explainable AI could provide transparency in credit decisions and loan recommendations.
Rapid iterations informed by usability sessions and stakeholder reviews, ensuring solutions balanced compliance requirements, user needs, and technical feasibility.
Design Approach
Consistency in Quantity Selection: Standardized flows across products so agents always entered quantity upfront, reducing mental switching.
Bulk Uploads: For large, multi-variant orders, introduced an Excel upload flow, letting agents handle variations faster and with fewer errors.
Layout Exploration: Compared single-page vs. multi-step flows:
Prototyping & Testing: Built rapid prototypes to test with agents under real workflows. Quick validation cycles ensured designs aligned with their mental models while staying feasible for developers.
Design Approach
The redesign focused on simplifying the end-to-end mortgage journey for both borrowers and lenders. I mapped workflows across touchpoints, ensuring the experience reflected real-world financial processes while staying consistent with the Temenos Design System.
Key steps included:
Ecosystem mapping to connect borrower and lender journeys and identify friction points like paperwork and repeated data entry.
Conceptualizing and prototyping flows that introduced features such as personalized mortgage offers, repayment breakdowns, and real-time eligibility checks.
Exploring XAI integration to show how explainable AI could provide transparency in credit decisions and loan recommendations.
Rapid iterations informed by usability sessions and stakeholder reviews, ensuring solutions balanced compliance requirements, user needs, and technical feasibility.
Design Approach
The redesign focused on simplifying the end-to-end mortgage journey for both borrowers and lenders. I mapped workflows across touchpoints, ensuring the experience reflected real-world financial processes while staying consistent with the Temenos Design System.
Key steps included:
Ecosystem mapping to connect borrower and lender journeys and identify friction points like paperwork and repeated data entry.
Conceptualizing and prototyping flows that introduced features such as personalized mortgage offers, repayment breakdowns, and real-time eligibility checks.
Exploring XAI integration to show how explainable AI could provide transparency in credit decisions and loan recommendations.
Rapid iterations informed by usability sessions and stakeholder reviews, ensuring solutions balanced compliance requirements, user needs, and technical feasibility.
Impact
Led the Mortgage Offering design as part of four RFP projects during my tenure.
Used quick prototyping to validate concepts early and demonstrate value within tight RFP timelines.
Applied systems thinking to unify borrower and lender needs into a seamless, omnichannel mortgage journey.
Balanced technical feasibility and compliance constraints while meeting client-specific requirements.
Showcased how experience design became a differentiator in winning enterprise RFPs for global financial clients.
Impact
Led the Mortgage Offering design as part of four RFP projects during my tenure.
Used quick prototyping to validate concepts early and demonstrate value within tight RFP timelines.
Applied systems thinking to unify borrower and lender needs into a seamless, omnichannel mortgage journey.
Balanced technical feasibility and compliance constraints while meeting client-specific requirements.
Showcased how experience design became a differentiator in winning enterprise RFPs for global financial clients.