FinSight
Making advisor research easier to navigate
projects by Anant Patel
Making advisor research easier to navigate
Third-party risk management platform
Employee management system
Case study in progress
Mobile app design · Case study in progress
UX and Product Designer with nearly 3 years of experience designing complex B2B and enterprise workflows across wealth management, master data management, vendor risk, and workforce operations. I work from discovery through delivery, translating user and business needs into clear information architecture, interaction flows, prototypes, and design systems.