Transforming Financial Advisory with AI-First Meeting Workflows  

· Designed and launched an AI-powered wealth management platform (B2B + B2C) that redefined financial advisory operations for a global client.

· Led end-to-end UX for an intelligent assistant that auto-records and analyses meetings, producing real-time summaries, action items, and reminders—cutting advisor prep/admin time by 40+ minutes per session.

· Developed secure, multi-role dashboards for wealth managers and administrators, driving compliance, transparency, and enterprise scalability.

· Increased adoption by 35% in Q1 through simplified workflows and data-rich visual dashboards tailored to advisor needs.