Overview

Elisyan Wealth is a financial technology company building tools that help individuals and financial advisors manage wealth more efficiently. I joined the company as a UI/UX Designer, and over time my role evolved into a hybrid Product Designer / Product Owner, working at the intersection of product, engineering, and customer success.

As part of the core product team, I shaped and delivered key components of the product ecosystem—the mobile app, a B2B dashboard, and the website.

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Due to NDA restrictions, this case study focuses on my process and responsibilities without showing internal visuals

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My Role

1. Product Ownership & Strategy

• Participated in roadmap planning and prioritization aligned with business goals
• Translated requirements into user stories and product specs
• Worked in an Agile environment, using Jira and participating in sprint planning and backlog refinement
• Collaborated with stakeholders to ensure expectations, timelines, and technical feasibility were aligned

2. UX Research & Client-facing Collaboration

• Conducted interviews with end-users and B2B clients
• Regularly contacted clients for feedback
• Translated feedback into feature improvements
• Presented product solutions to corporate clients, supporting sales and partnership discussions

3. Product Design (Mobile, Dashboard & Website)

• Designed end-to-end experiences: flows, wireframes, prototypes, interaction patterns, and testing
• Worked closely with developers to ensure alignment between UX, UI, and technical implementation
• Created scalable design components to maintain consistency across platforms