CTR & Task Time
40% faster
Time on Task
By analyzing Click-Through Rate to uncover unnecessary back-and-forth steps, we streamlined critical procurement flows. This simplification directly reduced time on task for buyers completing orders.
DATE
16/09/2024
DATE
16/09/2024
ShopNOSCO
I worked with 3 designers at Rahi/WESCO in collaboration with Google to enhance their data center solutions business platform, this being one of my successful projects is live in 40+ countries for internal clients of Google.
DATE
E-Commerce
DATE
E-Commerce
Role
Executive UI/UX Designer
Duration
3 Months
Client
ShopNOSCO Casestudy
Don't wanna read? Click play!
0:000:00
Finance
FINRA
I led a team of 9 creatives who were service designers, UX researchers, visual designers, and illustrators in collaboration with FINRA to reimagine their 15 year old investor education tools. Over 10 intensive weeks, we transformed static risk assessments into engaging, educational experiences that empower investors to identify fraud and make smarter financial decisions.
Role
Experience Design Manager
Duration
2.5 Months
Client
FINRA
FINRA Case Study
Don't wanna read? Let me tell you the story in my voice!!
0:000:00
TL;DR
Problem
FINRA’s current Scam and Risk meters are based on architecture and user behaviors from 2005. Because these tools are over 20 years old, they are fragmented, static, and no longer align with how modern investors interact with the digital market. This creates a significant 'engagement gap' where the people who need protection the most are unable to effectively use the tools designed to save them. Our goal is to transform these current tools into a unified, modern experience that meets today’s investors where they actually are.
FINRA's current Scam meter tool
Solution
"We didn't just build a quiz, we co-created a 'safe sandbox' for learning through two distinct, high-impact tools within the FINRA's system.
Tool 1: The Risk Meter: This tool maps the user's personal investor mindset and risk tolerance through narrative-driven scenarios .
Tool 2: The Scam Meter: This tool tests the user's ability to spot real-world fraud—like fake IPOs or influencer 'guarantees'—using behavior-driven questions .
We moved away from immediate feedback to keep the user engaged in the journey. Now, everything leads to a detailed report at the end that gives a score out of 100. To keep users in the FINRA ecosystem, the report identifies their 'Areas of Low Awareness' and links them directly to tailored articles and videos, giving them a clear path to improve their financial IQ .
Impact
The final presentation was a total win. FINRA immediately moved the solution into development, and it’s currently scheduled to go live in Q1 2026. By moving from 'just a score' to a 'learning ecosystem,' we created a sustainable model that builds real-world cognitive resilience for millions of investors.
Glimpse of the team working behind the scenes
CONTEXT
01
Who is FINRA?
FINRA (Financial Industry Regulatory Authority) is a not-for-profit self-regulatory organization authorized by the U.S. government to oversee member brokerage firms and protect the investing public . Their mission is to ensure that everyone can invest with confidence by analyzing billions of daily market events to catch fraud and provide essential investor education .
What is a SCADPRO?
SCADpro is a high-stakes innovation studio where elite brands like FINRA partner with SCAD to solve complex, real-world business challenges. Leading a multidisciplinary team in this professional agency environment carries literal manager-level pressure and is notoriously difficult even for top-tier students. While it is extremely rare for student concepts to move into actual production, the FINRA Resilience Framework is a truly exceptional case it was so successful that it is currently under implementation for a Q1 2026 global launch.
My Role & Responsibilities
Multidisciplinary Team Leadership
Led a team of 9 across Research, Marketing, Graphic Design, UX, Service Design, and other disciplines, guiding them on specific timelines and deliverables to ensure total alignment across all design phases from discovery to final handoff.
Product Ownership
Owned roadmap creation, task allotment, and team management across multiple cross-functional teams. Structured sprints and workflows to ensure seamless collaboration and timely delivery of project milestones.
Executive Stakeholder Engagement
Served as the primary liaison for 4 C-level stakeholders, a Principal Design Strategist, and a UX Manager at FINRA, conducting interviews to align their corporate goals with user needs.
End-to-End Marketing Strategy
Entirely owned the marketing research and strategy, defining the "Smarter with FINRA" positioning and architecting the social media roadmap for the Q1 2026 launch.
Strategic Alignment & Persuasion
Responsible for convincing stakeholders of key strategic pivots—such as the transition from immediate feedback to a comprehensive learning ecosystem—ensuring the final solution met both regulatory and user requirements.
Behavioral Research Mastery
Led the synthesis of 16 in-depth interviews and quantitative surveys to identify the "Worry Paradox" and the "Learn by Losing" mentality as the core strategic pillars.
AI Implementation Leadership
Pioneered AI-integrated solutions using Prompt Engineering with Gemini 2.5 Pro, Whisk, ImageFX, Runway, and Perplexity. Developed high-intensity JSON-structured prompts to generate high-quality AI-driven storyboards and educational video content.
Systems Architecture & Design Ownership
Engineered the dual-tool logic for the Risk Meter and Scam Meter and took full ownership of the design system to ensure it met professional enterprise standards.
PROBLEM
02
FINRA’s current Scam and Risk meters are based on architecture and user behaviors from 2005. Because these tools are over 20 years old, they are fragmented, static, and no longer align with how modern investors interact with the digital market.
This creates a significant 'engagement gap' where the people who need protection the most are unable to effectively use the tools designed to save them. Our goal is to transform these current tools into a unified, modern experience that meets today’s investors where they actually are.
FINRA's current scam meter tool
USERS & ROLES
03
Persona 01
Fictional Name
Age: 19 | Atlanta, GA | Tech-savvy
The Gen Z Archetype
Jason Lee
Personality Traits
Skeptical, Impulsive, Self-directed, Impatient
Goals
- Build investment confidence.
- Learn how to avoid scams.
- Understand risks.
- Make better long-term choices independently.
Pain Points
- Hard to trust any one voice.
- Feels pressure from peer success stories.
- Intimidating learning material.
Wants & Needs
- Digestible, bite-sized financial guidance.
- Personalized alerts or warnings.
- A friendly interface.
RESEARCH
04
Research Methods
With a vast array of research methodologies available, the first strategic challenge was curate a high-impact toolkit that could diagnose the root causes of investor friction within a condensed 10-week timeline. Leading the strategy behind the research meant moving beyond surface-level feedback to surgically select methods that would uncover the behavioral psychology of the modern investor.
👤In-Depth User InterviewsOne-on-one conversations to uncover deep insights into user needs, motivations, and pain points.
📊Quantitative User SurveyStructured surveys to gather measurable data and validate hypotheses across a broad audience.
🧠Associative Memory NetworkMapping user associations to reveal mental models and connections between concepts.
🧪Current Tool Usability TestingHands-on evaluation of existing tools to identify usability issues and improvement areas.
🌐STEPIC AnalysisSystematic review of Social, Technological, Economic, Political, Informational, and Cultural factors.
📈SWOT AnalysisAssessment of strengths, weaknesses, opportunities, and threats to inform strategic decisions.
🔍Competitor & Gap AnalysisComparing competitors to identify market gaps and opportunities for differentiation.
Slide through to take a look at the research methods!
Research overview
Research methods & findings
Seven complementary methods building a layered understanding of international student healthcare journeys.
Methods7 approaches
Data Points700+ data points collected from primary research
🌐STEPIC Analysis
🌐
STEPIC Analysis
Macro-environmental analysis revealing shifts in investor trust, technology, and market dynamics.
Trust shiftDecentralized
Key threatAI misinfo
Market driverNarrative
RegulatoryGray area
Social & Cultural
- Fundamental shift where investors, especially younger demographics, trust decentralized communities (Reddit/TikTok) over traditional institutions.
- Rise of 'finfluencers' as primary source of financial guidance.
- Community-driven investment decisions replacing institutional advice.
Technological
- Rise of crypto-assets creating new complexity for retail investors.
- 'Algorithmic Black Box' where speed and complexity disadvantage average investors.
- AI-driven misinformation spreading faster than regulatory response.
Economic
- Trading has become gamified, trivializing real financial risk.
- 'Narrative Economics' where hype moves markets more than fundamentals.
- Retail investors increasingly exposed to speculative behavior.
Regulatory & Political
- 'Regulatory Gray Area' in crypto and DeFi creates investor confusion.
- Sophisticated bad actors exploit regulatory gaps.
- Need for pre-emptive investor education before enforcement.
Research Synthesis
While we had more than 700 data points it the synthesis was one of the most critical parts, I remember trying to figure out the best ways to synthesize this data but honestly there were no shortcuts and this huge synthesis would have not been possible without my team who spent hours and late nights with me in the building endlessly distributing tasks between each other, grouping and getting things done.
Affinitization Workshop
We conducted affinitization workshops to cluster hundreds of research data points into actionable themes. Which inturn gave us a lot of clarity on the opportunities.
Snapshot of a section of our affinitization workshop
How might we?
Through all the clusters to get a more focused vision we decided to cluster the findings from the affinitization session and generate how might we questions.
Priortization Matrix
Taking all the how might we questions into consideration and comparing it with the timeline I knew we needed to narrow down our scope for the opportunities and decide what hmw's to take forward and which ones to discard. While this was a critical moment I suggested my team that let's create a 2x2 that will be impact vs effort, more the effort the harder the task to finish within the timeline, and less the impact less the worth for user. Finra stakeholders loved this approach and this was the key moment that gave us the final opportunities.
Click here to visit the miro board
Results
Through this intense process, these are the 3 major opportunities we considered to work on, discussed with the stakeholders, got approval and praises for synthesizing the huge data set and we were set to move forward.
How might we make complex financial data easier to understand without overwhelming users with text or technical jargon?
How might we elevate the clarity and actionability of the platforms through updating visual design
How might we evolve the quizzes into engaging learning tools that help users make smart, confident decisions?
OPPORTUNITIES
05
Crazy 8
The goal was to stop overthinking. By moving that fast, we were forced to push past our first, obvious ideas and come up with more creative and unexpected ways to solve our design challenges. It was about quantity over quality in the moment, helping us explore how to better show things like "scam percentages" or "risk scores" in a way that wasn't just a wall of text .
Character ideations
While we were still trying to use Finra's mascot, designing for the character was something that was a great task, I saw this as a great opportunity to use finley to grab the GenZ's attention.
Finalised Design Strategies
These were the finalized design strategies and the team presented in depth to the stakeholders and gave them an option of mix and match as well providing guard rails.
SOLUTION
06
With all the intense process and going through endless revisions and doing stakeholder meetings, co-creation sessions we finalized a design that had the fun element integrated but followed the professionalism of FINRA considering the brand values and reflection FINRA reflects.
Solution 1 : Risk Meter
The modular questionnaire
This modular quiz questionnaire screens the user initially to identify areas he is exposed to for financial risks. Based on the the conditional quiz caters questions personalised for him based on the behavioral and the initial screening assesment.
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
46
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
45
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
44
Landing Page
A modern and inviting gateway that simplifies the entry point into the tool with a clear call-to-action to begin the risk assessment.
Questions Page
A streamlined, interactive experience featuring non-judgmental, scenario-based questions and a progress bar to keep users engaged and informed.
Results Page
A comprehensive behavioral dashboard that provides a clear "Risk Awareness Score" alongside actionable, personalized steps for improving financial resilience.
Mobile Responsiveness
We designed every screen to be responsive for the user
Solution 2 : Scam Meter
The modular questionnaire
The goal of the new Scam Meter was to move from 'scaring' users to 'shielding' them. We used a modular design so FINRA can update the scenarios as fast as new scams appear, giving investors a safe place to practice before their life savings are on the line.
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
46
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Scenario Questions – Present situations to test decision-making.
45
SCAM Meter Questions
Scenario Questions – Present situations from the user’s or another person’s perspective to assess scam-spotting decisions.
44
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Landing Page
A modern and inviting gateway that simplifies the entry point into the tool with a clear call-to-action to begin the risk assessment.
Questions Page
A streamlined, interactive experience featuring non-judgmental, scenario-based questions and a progress bar to keep users engaged and informed.
Results Page
A comprehensive behavioral dashboard that provides a clear "Risk Awareness Score" alongside actionable, personalized steps for improving financial resilience.
Mobile Responsiveness
We designed every screen to be responsive for the user
Marketing & Awareness
07
LEARNING
08
Ultimately, this project taught me that true leadership is about moving upstream. We didn't just fix a tool; we designed a pre-emptive shield. I walked away from this experience with a deep understanding of how to manage high-velocity teams to solve systemic problems. We didn't just give the user a score; we gave FINRA a way to build investor resilience as a scalable, modular service.
Challenge
Challenge
ShopNOSCO was a B2B e-commerce platform that shipped to 40+ countries and managed over 900 product numbers impressive on paper, right?
But under the hood? It was dragging. Think slow load times, cluttered layouts, confusing nav, and a checkout process that felt like a mini escape room. Users were bouncing, conversions were flatlining, and the whole thing felt like it needed a UX defibrillator.
Action
Action
We didn’t just slap on a prettier UI and call it a day.
First, we rolled up our sleeves and got deep into the data GTMetrix audits, stakeholder interviews, support tickets, customer surveys, and enough redlined UX screenshots to wallpaper a room. We mapped the journey across five user roles, ran co-creation sessions, then tested like mad.
The result? A one-step checkout, simplified navigation, and a modular design system that actually made sense — all designed to move faster, feel cleaner, and scale smoother.
Result
Result
The glow-up was real.
Load speed jumped by 34%, GTMetrix gave us a gold-star 98%, and task completion times dropped by 40% (because no one wants to fight a form at 5PM).
87% of users gave us positive feedback which, for enterprise software, is basically a standing ovation.
The improved flow also brought down cart abandonment and gave the internal team a scalable system they could finally build on without duct tape and prayers.
Impact
Impact
Faster, cleaner, and finally usable the revamp didn’t just “look better,” it delivered hard results.
We saw a 34% bump in performance, 40% faster task completion, and a cart abandonment rate that actually went down for once.
GTMetrix gave us a 98% score, and 87% of users gave us the thumbs up. Internally, the design system cut dev turnaround times and helped the team scale across 150+ screens without breaking into cold sweats.
TL;DR
Problem
Modern investors are currently trapped in a massive 'crisis of knowledge'. Between the constant noise of investment chaos and pervasive misinformation, people are feeling completely overwhelmed and anxious.
While FINRA wants to educate the people around the world to understand their risk and scam related behaviour the current tools were too outdated, static and were built in 2005. So FINRA was in dire need of new tools that are modular, focus on different investment categories like crypto, stocks, memecoin, etc.
FINRA's current Scam meter tool
Solution
"We didn't just build a quiz, we co-created a 'safe sandbox' for learning through two distinct, high-impact tools within the FINRA Resilience Framework:
Tool 1: The Risk Meter: This tool maps the user's personal investor mindset and risk tolerance through narrative-driven scenarios .
Tool 2: The Scam Meter: This tool tests the user's ability to spot real-world fraud—like fake IPOs or influencer 'guarantees'—using behavior-driven questions .
We moved away from immediate feedback to keep the user engaged in the journey. Now, everything leads to a detailed Resilience Report at the end that gives a score out of 100. To keep users in the FINRA ecosystem, the report identifies their 'Areas of Low Awareness' and links them directly to tailored articles and videos, giving them a clear path to improve their financial IQ .
Impact
The final presentation was a total win. FINRA immediately moved the solution into development, and it’s currently scheduled to go live in 2026. By moving from 'just a score' to a 'learning ecosystem,' we created a sustainable model that builds real-world cognitive resilience for millions of investors.
Glimpse of the team working behind the scenes
CONTEXT
01
Who is FINRA?
FINRA (Financial Industry Regulatory Authority) is a not-for-profit self-regulatory organization authorized by the U.S. government to oversee member brokerage firms and protect the investing public . Their mission is to ensure that everyone can invest with confidence by analyzing billions of daily market events to catch fraud and provide essential investor education .
The existing tools Risk Meter and Scam Meter had become static and were failing to engage a new generation of investors. FINRA’s goal was to co-create the "Next Evolution of Investor Education" by moving away from information overload and toward a solution that empowers investors with actual cognitive skills.
What is a SCADPRO?
SCADpro is a high-stakes innovation studio where elite brands like FINRA partner with SCAD to solve complex, real-world business challenges. Leading a multidisciplinary team in this professional agency environment carries literal manager-level pressure and is notoriously difficult even for top-tier students. While it is extremely rare for student concepts to move into actual production, the FINRA Resilience Framework is a truly exceptional case—it was so successful that it is currently under implementation for a Q1 2026 global launch.
My Role & Responsibilities
Multidisciplinary Team Leadership
Led a team of 9 across Research, Marketing, Graphic Design, UX, Service Design, and other disciplines, guiding them on specific timelines and deliverables to ensure total alignment across all design phases from discovery to final handoff.
Product Ownership
Owned roadmap creation, task allotment, and team management across multiple cross-functional teams. Structured sprints and workflows to ensure seamless collaboration and timely delivery of project milestones.
Executive Stakeholder Engagement
Served as the primary liaison for 4 C-level stakeholders, a Principal Design Strategist, and a UX Manager at FINRA, conducting interviews to align their corporate goals with user needs.
End-to-End Marketing Strategy
Entirely owned the marketing research and strategy, defining the "Smarter with FINRA" positioning and architecting the social media roadmap for the Q1 2026 launch.
Strategic Alignment & Persuasion
Responsible for convincing stakeholders of key strategic pivots—such as the transition from immediate feedback to a comprehensive learning ecosystem—ensuring the final solution met both regulatory and user requirements.
Behavioral Research Mastery
Led the synthesis of 16 in-depth interviews and quantitative surveys to identify the "Worry Paradox" and the "Learn by Losing" mentality as the core strategic pillars.
AI Implementation Leadership
Pioneered AI-integrated solutions using Prompt Engineering with Gemini 2.5 Pro, Whisk, ImageFX, Runway, and Perplexity. Developed high-intensity JSON-structured prompts to generate high-quality AI-driven storyboards and educational video content.
Systems Architecture & Design Ownership
Engineered the dual-tool logic for the Risk Meter and Scam Meter and took full ownership of the design system to ensure it met professional enterprise standards.
PROBLEM
02
Modern investors are trapped in a "crisis of knowledge" fueled by crypto-chaos and pervasive misinformation. Through our research, we identified a dangerous "learn by losing" mentality, where users believe losing their savings is a necessary "tuition" for learning the market.
Existing educational tools have become static and fail to bridge the "Worry Paradox", a phenomenon where investors feel high anxiety about fraud yet continue to engage in high-risk behaviors because they lack the cognitive skills to spot red flags.
FINRA's current scam meter tool
USERS & ROLES
03
Persona 01
Fictional Name
Age: 19 | Atlanta, GA | Tech-savvy
The Gen Z Archetype
Jason Lee
Personality Traits
Skeptical, Impulsive, Self-directed, Impatient
Goals
- Build investment confidence.
- Learn how to avoid scams.
- Understand risks.
- Make better long-term choices independently.
Pain Points
- Hard to trust any one voice.
- Feels pressure from peer success stories.
- Intimidating learning material.
Wants & Needs
- Digestible, bite-sized financial guidance.
- Personalized alerts or warnings.
- A friendly interface.
RESEARCH
04
Research Methods
With a vast array of research methodologies available, the first strategic challenge was curate a high-impact toolkit that could diagnose the root causes of investor friction within a condensed 10-week timeline. Leading the strategy behind the research meant moving beyond surface-level feedback to surgically select methods that would uncover the behavioral psychology of the modern investor.
👤In-Depth User InterviewsOne-on-one conversations to uncover deep insights into user needs, motivations, and pain points.
📊Quantitative User SurveyStructured surveys to gather measurable data and validate hypotheses across a broad audience.
🧠Associative Memory NetworkMapping user associations to reveal mental models and connections between concepts.
🧪Current Tool Usability TestingHands-on evaluation of existing tools to identify usability issues and improvement areas.
🌐STEPIC AnalysisSystematic review of Social, Technological, Economic, Political, Informational, and Cultural factors.
📈SWOT AnalysisAssessment of strengths, weaknesses, opportunities, and threats to inform strategic decisions.
🔍Competitor & Gap AnalysisComparing competitors to identify market gaps and opportunities for differentiation.
Slide through to take a look at the research methods!
Research overview
Research methods & findings
Seven complementary methods building a layered understanding of international student healthcare journeys.
Methods7 approaches
Data Points700+ data points collected from primary research
🌐STEPIC Analysis
🌐
STEPIC Analysis
Macro-environmental analysis revealing shifts in investor trust, technology, and market dynamics.
Trust shiftDecentralized
Key threatAI misinfo
Market driverNarrative
RegulatoryGray area
Social & Cultural
- Fundamental shift where investors, especially younger demographics, trust decentralized communities (Reddit/TikTok) over traditional institutions.
- Rise of 'finfluencers' as primary source of financial guidance.
- Community-driven investment decisions replacing institutional advice.
Technological
- Rise of crypto-assets creating new complexity for retail investors.
- 'Algorithmic Black Box' where speed and complexity disadvantage average investors.
- AI-driven misinformation spreading faster than regulatory response.
Economic
- Trading has become gamified, trivializing real financial risk.
- 'Narrative Economics' where hype moves markets more than fundamentals.
- Retail investors increasingly exposed to speculative behavior.
Regulatory & Political
- 'Regulatory Gray Area' in crypto and DeFi creates investor confusion.
- Sophisticated bad actors exploit regulatory gaps.
- Need for pre-emptive investor education before enforcement.
Research Synthesis
While we had more than 700 data points it the synthesis was one of the most critical parts, I remember trying to figure out the best ways to synthesize this data but honestly there were no shortcuts and this huge synthesis would have not been possible without my team who spent hours and late nights with me in the building endlessly distributing tasks between each other, grouping and getting things done.
Affinitization Workshop
We conducted affinitization workshops to cluster hundreds of research data points into actionable themes. Which inturn gave us a lot of clarity on the opportunities.
Snapshot of a section of our affinitization workshop
How might we?
Through all the clusters to get a more focused vision we decided to cluster the findings from the affinitization session and generate how might we questions.
Priortization Matrix
Taking all the how might we questions into consideration and comparing it with the timeline I knew we needed to narrow down our scope for the opportunities and decide what hmw's to take forward and which ones to discard. While this was a critical moment I suggested my team that let's create a 2x2 that will be impact vs effort, more the effort the harder the task to finish within the timeline, and less the impact less the worth for user. Finra stakeholders loved this approach and this was the key moment that gave us the final opportunities.
OPPORTUNITIES
05
Crazy 8
To explore solutions for our HMW questions, our UX team conducted a Crazy 8s sprint, a rapid ideation exercise where each member sketched 8 ideas in 8 minutes per prompt.
After the sprint, we reviewed and voted on the strongest ideas, then refined and combined them into three cohesive UX concepts.
Character ideations
While we were still trying to use Finra's mascot, designing for the character was something that was a great task, I saw this as a great opportunity to use finley to grab the GenZ's attention.
SOLUTION
06
With all the intense process and going through endless revisions and doing stakeholder meetings, co-creation sessions we finalized a design.
150+ wireframes and iterations
While we were consistently trying to merge the playfulness and the regulatory energy of FINRA, my UX team was endlessly pushing limits, their contribution along with my design leadership was the key to shaping the solutions and ensuring that we deliver them more than what they need. If it was not for my UX team the project surely would have not been this huge success.
Risk Meter
The modular questionnaire
This modular quiz questionnaire screens the user initially to identify areas he is exposed to for financial risks. Based on the the conditional quiz caters questions personalised for him based on the behavioral and the initial screening assesment.
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
46
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
45
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
44
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
46
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
Investment with the most ups and downs — 3pts
Investment with the most steady growth — 0pts
Investment with the least variation in value — 0pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
45
Scam Meter Scoring System
Score % = (Total Points / 30) x 100
Scam Meter Questions
If a social media influencer guarantees high returns on an investment, what would you do?
Consider the advice, but research it for myself before acting — 2pts
Assume it’s probably a real tip — 0pts
Never invest from social media tips — 3pts
Guaranteed is not a thing — 3pts
Maria gets the below email. What should Maria do?
Subject: Urgent – Account Suspension
Dear Customer,
Your account will be closed in 24 hours unless you verify your login here:
[http://secure-banking-alerts-login.com/update/account].
— Security Department
Sender email: support@bank-securelogin.com
Click the link and log in — 0pts
Call her bank using the number on their official website — 3pts
Reply to the email asking for more details — 0pts
Ignore and delete without checkings — 2pts
A prize offer tells you to pay a fee before collecting your prize. What would you do?
Pay the fee — 0pts
Research the offer and talk about it before doing anything — 2pts
Ignore it, as legitimate prizes don’t require payment — 3pts
Click on the link to learn more about it — 0pts
A website offers an investing opportunity with guaranteed gains and exclusive deals but only accepts wire deposits. Choose what stands out to you (Select all that apply)
Slick branding, so looks fine — 0pts
Guaranteed returns + exclusivity + wire/crypto only = major red flags — 3pts
Trust if lots of positive online reviews — 1pts
“Wire only” is typical for the best deals — 0pts
Jordan sees an Instagram ad: “DOUBLE your money in ONE week! Limited spots available — click now!”. What’s the best next step?
Click the link to sign up — 0pts
Search for independent reviews of the company — 3pt
Risk Scoring System
Score % = (Total Points / 30) x 100
Risk Meter Questions
How much do you agree with this statement: when somebody gains, others have to lose.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
How often does the possibility of losing money prevent you from investing more?
Never — 3pts
Sometimes — 2pts
Most of the time — 1pts
All of the time — 0pts
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
How much do you agree with this statement: I sometimes hold back on asking questions to maintain a smart appearance.
Strongly agree — 0pts
Agree — 1pts
Disagree — 2pts
Strongly disagree — 3pts
Which best describes the type of investments you typically prefer?
High risks for high returns — 1pts
Above-average risks for above-average returns — 2pts
Average risks for average returns — 3pts
I don’t like to take financial risks — 0pts
Suppose you see four investments each with different value fluctuations over five years. Which one do you think has the greatest amount of risk?
How often do you follow instructions from someone you trust in authority, even if you don’t understand the reason?
Always — 0pts
Sometimes — 1pts
Rarely — 2pts
Never — 3pts
Risk Meter Questions
Personalized Questions – Explore the user’s background, habits, and preferences.
Mindset Questions – Assess attitudes and comfort levels with risk.
Scenario Questions – Present situations to test decision-making.
44
Final Designs
We translated our wireframes into high-fidelity designs that directly addressed the initial problems identified in research designing over a 150+ screens
Prototype
We translated our wireframes into high-fidelity designs that directly addressed the initial problems identified in research.
IMPACT
07
Impact: Measuring Success
Focus: Quantifying the operational and technical improvements.
LEARNINGS
08
1. Systems Thinking at Scale When you are handed wireframes for 150+ screens, you can't just design them one by one. I learned to think in systems—creating scalable components and patterns that could adapt across the entire platform. Taking ownership of the majority of these high-fidelity designs taught me how to maintain consistency while moving fast to meet delivery timelines.
2. The Aesthetic of Efficiency (Function > Form) I learned that for a Warehouse Manager or a Procurement Officer, "beauty" isn't a pretty gradient—it's speed. These are people who value time above all else. I shifted my focus from making a "good-looking" UI to a "usable" UI. I realized that in Enterprise B2B, removing friction is the highest form of design.
3. Translating Data into Solutions This project taught me the true value of research data. It wasn't just about collecting numbers; it was about translating that raw data into tangible design solutions—like turning the "high drop-off rate" stat into the "One-Step Checkout" feature.
4. The Power of Micro-Interactions Prototyping was one of the most enjoyable parts of this journey. I learned that micro-interactions (like a subtle hover state or a loading animation) aren't just "delighters"—they are critical communication tools that tell the user the system is working.
5. Ownership & Collaboration While I led the visual execution and delivered the vast majority of the screens, I learned the importance of leaning on my team. My manager and teammate were crucial in unblocking me during critical crunches. Delivering this massive scope on time proved to me that I can handle complex, large-scale enterprise challenges.