Ian Ph. UX designer
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GenVita - Generali
Capella GenAI
UOB AI-Pitch
Trading Agent AI
OSL Trading
TCB Design system
Omanadala
Online
ian.ph693@gmail.com
Transforming Investment:
From Transactions to
Lifelong empowerment.
VPS SmartOne
Due to NDA restriction, I’m unable to show the design of this project

01/ Overview
/ Client
UOB
/ Duration
3 months – 2025
/ My Role
UX-UI designer
/ Tool
Figma
/ Project Brief
Designed an AI-powered tool for relationship managers at UOB to craft personalized client pitches. Leveraged customer profiles, financial products, and market insights to help bankers prepare tailored proposals faster and with higher precision. Enhanced sales efficiency, client trust, and conversion by embedding AI into the financial advisory process.


