Lily McCarthy

End-to-end design ownership across regulated payment workflows used by the clients of institutional banks. Working alongside 2 designers, 2 PMs, and 3 engineering pods of 4–5.

• →Built a coded prototype with 7 user-testing tasks in 2 weeks (vs. an estimated 8–10 weeks in Figma), enabling user testing without delaying the planned Q3 go-live.
• →Designed and coded an analytics tool on top of the prototype to capture click, hover, and behavioural data, feeding quantitative insights into the design alongside qualitative observations.
• →Presented design work in two executive leadership reviews and to the CTO of the client's Markets Division.

End-to-end design ownership for a Salesforce-based CRM platform used by client-facing teams at a tier-1 investment bank.

• →User research surfaced that the bank's CRM workflow was spread across four different applications, with relationship managers managing client lists in Excel and uploading them to external email tools - meaning most CRM data was being captured outside the CRM itself.
• →Designed an integrated platform that gave relationship managers a single source of truth for client intelligence: historical interactions, interests, contact details, and notes — addressing each of the workflow fragmentations identified in research while delivering MVP scope.

End-to-end design ownership for a front-office application enabling sales traders to create indications of interest (IOIs) at a tier-1 bank. Combined multiple data sources into a single workflow for traders working under time pressure.

• →Before: traders received suggested IOIs in a spreadsheet, viewed historical data on a separate dashboard, and manually copy-pasted into the order management system. Start-of-day setup took 30–60 minutes and introduced errors.
• →After: a single application surfaced suggested IOIs, data analytics, and direct IOI creation in one view. The same task took minutes — freeing traders to focus on client relationships rather than copy-pasting.

Designed a dashboard for sales traders that unified multiple data feeds into a single interface, reducing context switching and supporting decision-making in time-sensitive trading conditions.