Software that's smooth like butter

Publicis Sapient embeds me at the crown jewel of our finance consulting practice: a Wall Street giant often used as an archetype by Hollywood.

Our software helps wealth management teams open and manage accounts for high- and very-high-net-worth individuals.

I focus on helping advisors explain the value (quantified tax-savings) of our products.

Clever, sophisticated strategies can outperform the galaxy, but if end-investors can’t grasp, at least partially, what estimates mean, they won’t open accounts.

That’s the value of our software: clarity while prospecting and considering opening new accounts; frictionless onboarding when the time is right and the numbers make sense; and efficient, transparent, calming account management.

My design career’s magnum opus. A system made of disparate parts.

Two teams expected to unite. Disagreement over operating procedures. A product manager skeptical of the design process.

Frankensteinian UIs with comically repetitive processes. Big money. Pensions, endowments, mega corporations.

Mistakes wouldn’t cause extra work for Mindy in accounting.

Mistakes mean all the teachers in New England are knocking at your door. Hyperbole, yes. But kinda real.

I built the design system in Figma from scratch. A great education.

The designs were solid. They let data breathe. Inline editing. A novel maker-checker pattern that makes team collaboration and communication cleaner. The kind of control that prevents catastrophe.

Later on we asked for client feedback on my work.

“…in three days this week [Ron did] what we thought would take weeks and weeks.” And the skeptical PM? She goes: “Ron is off the charts good!”