Lead Product Design
I design products that people and institutions trust with their most sensitive assets and data.
I’m a Senior Product Designer at Communify who turns dense financial data into products people can act on. I’ve designed for Bank of America, Merrill, Charles Schwab, CommSec and Edward Jones, and took a wealth portal from zero digital foot print to $10B in assets managed digitally. I lead design from research to launch, and lately that includes AI.
Before design, I worked as a mental health counselor, where I trained in empathy, communication and collaboration. I bring that to every team: I listen closely, help people feel heard, and guide groups through hard problems together.
My Design Philosophy
Listen First
I start with the people who use and run the product: advisors, investors and stakeholders. I map their real workflows, constraints and compliance needs before I draw a single screen.
Solve Together
I roadmap and design alongside engineers, product owners and technology partners from day one, through live working sessions and workshops, so the solution is one everyone owns and can ship.
Refine until perfection
I move from wireframes to prototypes to testing with partners and clients, then sharpen the details and edge cases until the product is clear, trustworthy and holds up in real use.
My Work
Client Portal for Mid-market Financial Advisory
Led the 0-to-1 design of a wealth client portal, launched in under 9 months and now carrying $10B in assets and $1.5M ARR.
Seven Post
Fintech
Markets Research Experience for Australian Bank
Designed a markets research experience for an Australian bank, bringing data-dense research to its customers.
CommSec
Product Design
International
Fintech
AI Note Taking For Financial Advisors
Designed an AI assistant that records and transcribes meetings in real time and turns them into approved action items and CRM updates.
Communify
Lead Product Design
Fintech
AI
Client-Relationship Advisor Portal
Led design of the advisor workspace for managing client relationships on Communify’s advisory platform.
Communify
Lead Product Design
Fintech
Jeremy Hamann
I design products that people and institutions trust with their most sensitive assets and data.
I’m a Senior Product Designer at Communify who turns dense financial data into products people can act on. I’ve designed for Bank of America, Merrill, Charles Schwab, CommSec and Edward Jones, and took a wealth portal from zero digital foot print to $10B in assets managed digitally. I lead design from research to launch, and lately that includes AI.
Before design, I worked as a mental health counselor, where I trained in empathy, communication and collaboration. I bring that to every team: I listen closely, help people feel heard, and guide groups through hard problems together.
My Design Philosophy
Listen First
I start with the people who use and run the product: advisors, investors and stakeholders. I map their real workflows, constraints and compliance needs before I draw a single screen.
Solve Together
I roadmap and design alongside engineers, product owners and technology partners from day one, through live working sessions and workshops, so the solution is one everyone owns and can ship.
Refine until perfection
I move from wireframes to prototypes to testing with partners and clients, then sharpen the details and edge cases until the product is clear, trustworthy and holds up in real use.
My Work
Client Portal for Mid-market Financial Advisory
Led the 0-to-1 design of a wealth client portal, launched in under 9 months and now carrying $10B in assets and $1.5M ARR.
Seven Post
Lead Product Design
Fintech
Markets Research Experience for Australian Bank
Designed a markets research experience for an Australian bank, bringing data-dense research to its customers.
CommSec
Product Design
International
Fintech
AI Note Taking For Financial Advisors
Designed an AI assistant that records and transcribes meetings in real time and turns them into approved action items and CRM updates.
Communify
Lead Product Design
Fintech
AI
Client-Relationship Advisor Portal
Led design of the advisor workspace for managing client relationships on Communify’s advisory platform.
Communify
Lead Product Design
Fintech
Jeremy Hamann
I design products that people and institutions trust with their most sensitive assets and data.
I’m a Senior Product Designer at Communify who turns dense financial data into products people can act on. I’ve designed for Bank of America, Merrill, Charles Schwab, CommSec and Edward Jones, and took a wealth portal from zero digital foot print to $10B in assets managed digitally. I lead design from research to launch, and lately that includes AI.
Before design, I worked as a mental health counselor, where I trained in empathy, communication and collaboration. I bring that to every team: I listen closely, help people feel heard, and guide groups through hard problems together.
My Design Philosophy
Listen First
I start with the people who use and run the product: advisors, investors and stakeholders. I map their real workflows, constraints and compliance needs before I draw a single screen.
Solve Together
I roadmap and design alongside engineers, product owners and technology partners from day one, through live working sessions and workshops, so the solution is one everyone owns and can ship.
Refine until perfection
I move from wireframes to prototypes to testing with partners and clients, then sharpen the details and edge cases until the product is clear, trustworthy and holds up in real use.
My Work
Client Portal for Mid-market Financial Advisory
Led the 0-to-1 design of a wealth client portal, launched in under 9 months and now carrying $10B in assets and $1.5M ARR.
Seven Post
Lead Product Design
Fintech
Markets Research Experience for Australian Bank
Designed a markets research experience for an Australian bank, bringing data-dense research to its customers.
CommSec
Product Design
International
Fintech
AI Note Taking For Financial Advisors
Designed an AI assistant that records and transcribes meetings in real time and turns them into approved action items and CRM updates.
Communify
Lead Product Design
Fintech
AI
Client-Relationship Advisor Portal
Led design of the advisor workspace for managing client relationships on Communify’s advisory platform.
Communify
Lead Product Design
Fintech
Responsive Retail Trading Platform
Defined responsive rules for 30+ data-heavy modules, helping take the research section from beta to production.
Charles Schwab
Product Design
Fintech
Managed Account Reports Redesign
Redesigned outdated managed-account reports, grounded in UX research.
Charles Schwab
Product Design
UX Research
Fintech