Workspace AI- Natural Language Intelligence for Advisors
Product: NL2Wealth – Conversational AI for Wealth Advisor Dashboard
Role: Product Lead (AI + Wealth Data Integration)
Timeline: Q1 MVP → Q2 integration roadmap
Scope: 200+ advisor query patterns, entitlement-safe production environment
Scale Context: Enterprise wealth advisors operating under strict PII + regulatory controls
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
Sustainability Intelligence
Scope 3 Ecosystem
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.
Key Outcomes:
Owned multiple platform modules enabling regulatory data collection for 900+ enterprises and 750K+ suppliers across 2 major markets.
Prioritized and launched Supplier Management as the foundational capability, onboarding 1,000+ corporates at launch and accelerating ecosystem adoption.
Scaled enterprise adoption from 184 → 900+ customers through phased releases aligned to regulatory deadlines and partner dependencies.
Centralized access control and permissioning with Engineering, reducing permission-related defects by ~40% and lowering support overhead.
Enabled partner-led white-label deployments, reducing bespoke implementations and supporting multi-year £M commercial contracts.
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.
Key Outcomes:
Delivered the first Climate MAP application within LSEG Workspace
Helped users make confident climate decisions with a unified model
Strengthened trust by clearly separating reported vs modelled data
Created the foundation for future climate analytics, benchmarking, and ITR-driven insights
Building Scalable Platforms
Turning entitlements from scattered feature logic into a scalable, policy-driven platform capability.
Role: Product Manager
Duration: 10 Months
Description: How we built a secure access system for the climate management platform
Key Outcomes:
Launched modular licensing model, enabling scalable packaging across 2 markets / multi-£M contracts.
Enabled cross-org workflows supporting 900+ enterprises / 750K+ suppliers.
Reduced permission rework by ~40%, supporting 1.5M+ users at scale.
DBS Enterprise
Global Lending Online Workbench - Credit Flows
Role: UX Strategy & Design
Duration: 12 Months
Description: Digitising a multi-million-dollar credit approval system for DBS
Key Outcomes:
Reduced credit approval turnaround time by 70%, accelerating end-to-end initiation and sign-off across RM, CRM, and Credit Operations.
Improved first-time approval rate by 35%, reducing back-and-forth clarification cycles.
Reduced manual data re-entry by ~60%, lowering operational errors and duplicate entries.
Increased digital memo adoption to 90% within rollout phase across 1,500+ internal users.
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.