Designing the tools advisors and clients use together at PNC Private Bank.
Since 2021 I’ve led UX at PNC Private Bank on the tools advisors and clients use together.
Screens are confidential under PNC's NDA.
Screens are confidential under PNC's NDA.
- Role
- Experience Design Lead
- Client
- PNC Private Bank
- Focus
- Communication Tools (B2B & B2C)
- Team
- Collaboration Tools and Product Operations
What I can share
Five areas of work.
The details stay under NDA.
Collaboration tools
The shared spaces where advisors and clients work together.
Communication operations
Clear, consistent communications between advisors and clients.
Education tools
Guidance that helps people get comfortable with new features.
Leadership & influence
Mentoring designers and shaping how teams beyond design work.
Strategic AI implementation
Bringing AI into design and delivery processes, with people reviewing every step.
PNC Private Bank
“It was a pleasure to work with Luis on the same team. His thoughtful and collaborative approach, combined with his flexibility and wide skill set, made him an invaluable teammate. He is a fast learner who stays current with the UX landscape and brings a calm, proactive presence to every project.”
Digital Product & Strategy Leader, Sr.
Want more detail?
The full case study stays under NDA.
Screens, flows, and detailed outcomes for this project are confidential, so I can’t hand those over directly. Happy to walk through more of it in a conversation instead.