I designed manager tools and dashboards to prioritize tasks, allocate resources, and simulate outcomes.

PBWM Technology | Employee Experience Design / Marketing and Finance

MarginalROI: AI-Powered Marketing and Finance Analytics Dashboard

In 2024, I led the primary design (MVP 2.0) of MarginalROI (MROI), a cutting-edge marketing and finance analytics tool for Citi’s internal users. Leveraging built-in AI and machine learning, MROI delivers robust data analysis to optimize Cards marketing budgets and simulate operational, marketing, and financial scenarios. With an intuitive, user-friendly dashboard, it provides predictive outcome modeling, resource allocation insights, and budgeting support, empowering management to drive higher net present value (NPV) through strategic decision-making.
Key Features and Takeaway
AI-Driven Optimization uses AI and machine learning to analyze data, reallocate budgets, and predict outcomes, maximizing NPV. Flexible Simulation supports operational, marketing, and financial scenarios with customizable time ranges and filters.

Enhanced Transparency User-friendly interface offers intuitive navigation with Quick Summary and Complex Views for high-level insights and detailed analysis, removes bottlenecks in strategy development, providing clear visibility into resource allocation and market performance.

MROI empowers Citi’s management with unprecedented speed to insight, enabling data-driven decisions that enhance profitability and operational efficiency.
Design Contributions

As the lead designer for MarginalROI’s Phase I in 2024, I spearheaded the branding system and UI strategy, crafting a visually cohesive and intuitive dashboard. My contributions included designing high-fidelity Figma prototypes, optimizing the interface for ease of navigation, and ensuring responsiveness across devices. By focusing on user-centric design, I delivered a tool that simplifies complex analytics, aligning with Citi’s goal of advancing marketing and finance strategies with clarity and efficiency.

SafetyCompass/ Client Services: Risk Management Platform

In 2024, I led the design of the Client Services dashboard under SafetyCompass platform, a risk management tool for Citi’s management team. As part of the platform’s rebrand and enhancement, I designed multiple dashboards, including Client Services, and contributed to the SafetyCompass branding strategy. This intuitive tool empowers managers to oversee team member entitlements, ensure compliance, monitor RAJ (Risk Assessment Journal) status, track accomplishments, and manage priorities for planned and unplanned projects, driving strategic risk mitigation and operational efficiency.
SafetyCompass Summary
SafetyCompass, formerly Safety and Soundness, is a comprehensive risk management platform that supports Citi’s managers in operational and compliance oversight. The Client Services dashboard, designed under my management in 2024, enables managers to take immediate action on breach and warning items, perform critical tasks in operation management, and monitor compliance and entitlements. It offers a unified view of priorities, accomplishments, project statuses, and updates for both planned and unplanned initiatives. With real-time analytics, SafetyCompass streamlines risk management and enhances team performance across Citi’s operations.
Key Features and Takeaway

Entitlements and Compliance Management tool tracks team member entitlements and ensures regulatory compliance, flagging breaches for swift resolution. Real-Time Risk Monitoring displays RAJ status and warning items, enabling proactive risk assessment and operational control. Priority Oversight manages planned and unplanned projects, tracks accomplishments, and prioritizes tasks via an intuitive dashboard.

The Client Services dashboard under SafetyCompass empowers managers with streamlined tools and actionable insights, enhancing compliance, risk management, and productivity across Citi.
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