Workspace AI- Natural Language Intelligence for Advisors

A new way to discover financial insights — just by asking

Role: Product Manager

Description: Building a secure AI agent that lets users query wealth data in natural language and receive trusted, compliant insights.

Key Outcomes:

• Enabled a 500-advisor pilot using live PII data in a regulated environment

• Achieved >85% response accuracy with <3% agent error rate

• Maintained ~2.5s response latency on live Advisor Dashboard queries

Conversational AI

Agentic AI

Wealth Advisor

Wealth Management

0→1 Product Development

Featured Projects

Designing Scalable Access for a Global Sustainability Platform

Re-architecting the identity and entitlement backbone for Susintel (LSEG), enabling a complex multi-tenant ecosystem to securely manage climate disclosures across global exchanges.

Role: Platform Product Manager

Description: Building a secure AI agent that lets users query wealth data in natural language and receive trusted, compliant insights.

Key Outcomes:

• caled to 1.5M+ Users: Supported 1,500+ corporates and 750k+ suppliers with zero data leakage.

• Eliminated "Entitlement Debt": Replaced hard-coded logic with PBAC, decoupling permissions from code.

• Accelerated Time-to-Market: Enabled instant configuration of licensed features without engineering deployments.

• Solved Supplier Fatigue: Created a "single source of truth" for identities to streamline cross-corporate workflows.

FinTech

Entitlements

ScalableArchitecture

AccessControl

PlatformProduct

Sustainability Intelligence

Climate MAP — Turning Complex Climate Data Into Clear, Actionable Insights

Role: Product Manager | UX Lead

Duration: 10 Months

Description: Systems Thinking & Product Ecosystems- Building an end-to-end system that helps corporates measure, manage engage, and report emissions at scale.

0→1 Product Development

Supplier Management

Climate Management

Regulatory

Climate MAP

Climate MAP — Turning Complex Climate Data Into Clear, Actionable Insights

Role: Product strategy | UX Lead

Duration:8 Weeks

Description: Helping investors assess climate alignment directly within their investment workflow.

DBS Enterprise

Global Lending Online Workbench - Credit Flows

Role: UX Lead

Duration: 12 Months

Description: Digitising a multi-million-dollar credit approval system for DBS

Anomaly Detection

Anomaly Detetction In ESG data - White Paper

Role: UX Strategy

Duration:8 Weeks

Description: Creating a rules- and ML-driven system to identify anomalies in ESG data across companies, sectors, and markets.