Hi,
I’m Atulya!
Designer + Strategist
I am a product designer, systems thinker, and pun enthusiast who loves design, people, and finding joy where you least expect it.
Design Work
A curated collection of recent work...
Lil’ Homie
Your friendly ‘Little Home Equity’ helper is an AI assistant for both loan officers and borrowers through the application process.
Dashboard
Priority Workflows
AO-2486
Account Opening
Client
FM
Floyd Miles
Halted
Due Date
Feb 15, 2023
AO-3492
Account Opening
Client
Tina Reed
In Progress
Due Date
Feb 15, 2023
AV-4232
Address Verification
Client
Jim Brown
In Progress
Due Date
Feb 15, 2023
KYC-3243
KYC Review
Client
Jim Brown
In Progress
Due Date
Feb 15, 2023
Open Account
Close Account
Verify Client
Withdrawal
Loan Payment
Fraud Report
All Workflows
Customize
Welcome, Elena!
Rachel Green
CEO, Frontside Industries
BEHAVIORAL INSIGHT
Rachel has sent the same international wire transfer to their daughter 8 months in a row. Consider creating a recurring transfer.
View Activity >
Cody Fisher
CEO, Redshift Digital
Investment INSIGHT
Cody’s savings account has earned 1% on average over the last year. Consider proactively updating this interest rate.
View Activity >
Astrid Ju
VP Finance, Vitascope Arts
compliance INSIGHT
Astrid has 3 addresses on file. Consider reviewing and removing the outdated addresses too avoid delays to transactions.
View Activity >
Jina Jones
President, Backside Unlimited
Investment INSIGHT
Jina had a large one time inflow of $34M into their Trust Account. Consider setting up a meeting with Jina to review changes to their financial goals.
View Activity >
Esteban Howard
Founder, Acme Works Ltd
Investment INSIGHT
Esteban had a large outflow of $100M from their investment portfolio. Consider setting up a meeting with him to review changes to their financial goals.
View Activity >
CLIENT INSIGHTS
my performance
Performance Highlight
30
client tasks this quarter
Accounts
New Account Opened
3
Account Maintenance
17
Performance Highlight
$74m
revenue generated this quarter
Asset Allocation
Managed Investments
$32M
Account Maintenance
$27M
Alternatives
$10M
Performance Highlight
23
opportunities closed/won
Client Business
New products sold
12
KYC Periodic Reviews by Quarter
12
9
3
Completed
Due
Overdue
AUM
$200M
$167M
$33M
Previous Year
Year to Date
Clients Prospected
Cross Sell Converted
Opportunities Won
56
9
6
23
15
Evaulated
Negotiated
Event Reminder
Today is Matt Byrd’s birthday! Don’t forget to send him some warm wishes!
Contact >
Event Reminder
Tara Thompson’s daughter, Aria, graduates from high school today!
Contact >
client reLOCATION
The Johnson family recently relocated to Columbus, Ohio.
Contact >
Wealth Workstation
A central intelligence platform infused with AI insights for bankers to better serve their clients with informed financial advice.
The Future of Work
An exploratory research study investigating how AI tools support neurodiverse users achieve their goals.
AI Principles
A holistic guide on how to use AI tools in the design process and products.
NEW
PROJECTS COMING ALL MONTH LONG!
Currently shaping my perspective...
Custodians of Wonder
by Eliot Stein
Monk + Robot
by Becky Chambers
Playful
by Cas Holman with Lydia Denworth
Let My People
Go Surfing
by Yvon Chouinard
Thinking in Bets
by Annie Duke
The Interface
hosted by
Tom Germain,
Karen Hao &
Nicky Woolf
Against the Rules
hosted by
Michael Lewis
My Design Process
is flexible, adaptive, and ever evolving by being...
Foundational
I excavate all the varying perspectives and hidden aspects associated with a problem through conversations and research to consider how a solution can support everyone.
Comprehensive
I use a variety of skills, techniques, and frameworks to explore and execute content, strategy, and design decisions based on the needs of users, the project, and the team.
Bespoke
I create smart, sophisticated experiences, that captivate, cultivate, and expand with time and technology.