Bank of America : Enterprise Risk Platform
Designing intuitive, feature-rich, and data-driven tools tailored for bankers and finance analysts
Overview
At Bank of America, I lead the UX design efforts for an Enterprise Risk Platform that enables bankers and analysts to assess, manage, and mitigate climate-related financial risks.
As climate-related financial risks become a growing concern for financial institutions, our team is building a suite of tools that provide real-time insights, scenario analysis, and regulatory reporting capabilities enabling stakeholders to make informed decisions.
Through a user-centric design approach, I work closely with risk analysts, compliance teams, and technology partners to ensure that the platform meets regulatory requirements while enhancing usability, efficiency, and accessibility.
Due to NDA restrictions, I cannot share specific project details or design deliverables. However, I can provide insights into my design approach, process, and impact while maintaining compliance.
Key Tools Designed And Impact
My Design Process
Designing an enterprise risk platform requires a deep understanding of complex financial workflows, regulatory requirements, and user needs. My approach balances usability, efficiency, and scalability to create intuitive tools that empower bankers and analysts.
Understanding Ambiguity
Working with bankers, analysts, and compliance teams often means facing unclear, conflicting, or evolving requirements. Ambiguity arises when business goals push for speed while compliance enforces stricter controls, or when different teams use the same term to mean different things. My role is to untangle these uncertainties, ask the right questions, and reframe them into clear user stories and problem statements that balance usability with regulatory rigor.
Designing Workflows For Scale
Creating workflows in a banking and compliance environment is rarely straightforward. The complexity comes from the fact that a single process often spans multiple roles , bankers adjusting client data, analysts reviewing exposure, compliance ensuring auditability, each with different goals and constraints. These actions don’t always follow a neat linear path; some tasks can run in parallel for efficiency, while others must be locked into strict sequences for regulatory reasons.
My role is to untangle these dependencies and design workflows that are not just functional today but also resilient to change. I do this by building role-based pathways, configurable rule sets, and interaction patterns that scale from individual use cases to enterprise-wide adoption. The result is a system that adapts as regulations shift, teams expand, or new data requirements emerge, without breaking usability.
From Concepts To Interfaces
Designing UI in a regulated environment is more than arranging screens , every decision must pass accessibility, compliance, and audit checks. The complexity comes from ensuring clarity for users while embedding safeguards for regulators.
I use low-fidelity wireframes to quickly test ideas, then refine them into UI designs that balance usability with traceability. Each component is built to be both intuitive for bankers and defensible under regulatory review.
Feedback & Validation
Before development, I validate designs with business stakeholders, gathering feedback to measure usability and task efficiency. I track task completion rates and identify potential UX issues. Any refinements are made during User Acceptance Testing (UAT) to ensure a smooth user experience before release.
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