Ian Ph. UX designer

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Project

GenVita - Generali

Capella GenAI

UOB AI-Pitch

Trading Agent AI

OSL Trading

TCB Design system

Omanadala

Online

Linkedin

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.