What is Monit?
A fin-tech platform made by Bankers for Bankers.
Giving small business owners confidence, their time back, and more insight into their own business.
Giving bankers leads, and data to make a conversation with their clients.
Research
Design
Iteration
Testing
Monit.
Two Platforms, several integrations, thriving client base.
Monit has two sides, the SMB platform and the Banker admin portal.
Role: UX Designer promoted to Senior UX Designer
Duration: August 2022 - Present
Tools: Adobe Suite; Premier Pro, Indesign, Photoshop, After Effects, Figma Design, Figjam, Rotato, Google suite, Feedback Loop, Codex
Product Overview
SMB Financial Insights Platform
Designed a platform that helps small businesses better understand their financial health by connecting accounting ledger and banking transaction data. Key features included business performance insights, cash flow forecasting, scenario planning, and peer benchmarking against similar businesses in their region.
Banker Intelligence Platform
Designed a banking platform that enables relationship managers to identify opportunities within their client portfolio through advanced filtering, lead generation, and financial insights. Features included a banker dashboard, client profiles, targeted campaign lists, and detailed financial analytics to support product outreach and customer growth.
Role & Responsibilities
Product Design & Research
About four years as the company’s sole product designer, I led the end-to-end design process across both platforms. My work included user research, journey mapping, wireframing, prototyping, iterative testing, and high-fidelity UI design. Working closely with customer feedback allowed us to continuously refine features and improve product adoption over time.
Cross-Functional Leadership
Served as the primary point of contact for all design initiatives, collaborating closely with engineering, sales, and customer success teams. I also worked directly with banking partners and enterprise clients including TD Bank, Citizens Bank, and Capital One to align product experiences with business and user needs.
Marketing & Web Design
Led the creation of marketing assets including product videos, partner demos, and customer-facing promotional materials. I also redesigned and maintained the company website using Webflow — taking the project from wireframes in Figma through full implementation and launch.
Branding & White-Label Systems
Owned the theming and white-label branding experience for new banking partners. Collaborated directly with clients to customize product environments through logos, typography, color systems, and branded language to ensure each implementation reflected the partner’s identity while maintaining product consistency.
A more detailed overview of various projects conducted on Monit can be found on separate pages for convenience.