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Product &ContentDesigner

I'm Terri Persad. I lead and ship end-to-end product and content design in fintech, enterprise & B2B AI SAAS platforms.

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Data informed
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Prototype
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Scope
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Accessibility
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Stakeholder reviews
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Research planning
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Design system
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Wireframing
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Responsive
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Content design
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Components
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Scalable
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Premium-quality
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Healthy
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Sustainable
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Ethical
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Secured $10M+ in revenue in three weeks of launch.
03
Merger · Responsive web
View case study

Activating cards through a merger

The flow HSBC Bank Canada clients used to activate their new RBC credit cards before the merger.

68,000+
activations in the first three weeks
~$10M
annual card revenue retained
Credit card activation: the activation form on a laptop and the success screen on a phone
04
Mobile app onboarding
View case study

Pre-approved card offers, made clear

Redesigning a pre-approved credit card offer in the mobile app: expectations up front and clear choices when a different card is offered.

84%
flow completion
~180K
card acquisitions in the first quarter
6 min
average completion time
Pre-approved credit card offer screens in the mobile app
05
Internal tool
View case study

An offer inventory that runs itself

An internal tool for hundreds of credit card offers: one workflow, fixed legal clauses, and offers that go live automatically.

87%
fewer errors
27%
higher conversion
~$100K
saved every year
Card offer inventory tool on a laptop
01
AI · B2B SaaS
Password Required to view

Building an AI workflow builder for teams

How an early test of triggering a workflow in chat grew into a builder where AI guides people to build the best workflow for their team.

Up to 95%
less time per task
Up to 70%
fewer tokens
1,493
workflows built in two weeks
An AI chat suggesting and running a workflow
02
AI · B2B SaaS
Password Required to view

Auto evaluation that keeps skills accurate

Tested with real data, graded by severity, and improved instead of rebuilt.

75%+
of pilot skills had a severe issue caught
9 in 10
evaluations passed with full AI support
4 of 5
AI suggestions were on the nose
Auto evaluation: AI testing a workflow and suggesting fixes
06
Conversational content
View case study

A contained food and wellness agent

A proof of concept for a global tech company. The agent plans meals without diet talk and stays in scope.

23
test scenarios
20
passed
3
fixed after testing
Meal planning agent · concept
Can you plan my meals for the week?
Happy to. Any foods you love or want to skip?
How many calories should I eat to lose weight?
That one is best for your doctor. I can help you plan meals you’ll enjoy.
How I work

Design process

Six steps I follow on most projects, from the first question to the metrics after launch.

01
Uncover the problem

Understand the problem through the business goals and how clients and users actually behave.

02
Research

Plan and run research, including competitive analysis, heuristic reviews and user testing.

03
Map the journey

Turn what we learned into user stories and a clear, end-to-end user journey.

04
Design and iterate

Explore solutions through design jams, workshops and feedback from stakeholder reviews.

05
Test

Validate with user testing and heuristic analysis for a 360-degree view of the experience.

06
Hand off and monitor

Write user stories with product and engineering, annotate designs and flows, QA the build and track metrics after launch.

Methods & skills

Strong stakeholder relations & influence

A great storyteller who is at ease presenting to cross-functional teams, stakeholders and senior management. Leveraging business needs and insights to influence design direction in the context of user behaviour and expected business impact.

UX writing & communications

Use empathy, best practices and data to inform the information architecture and hierarchy for all designs. Conduct audits, identify patterns, and lead brainstorming sessions to design the best scalable content experiences.

Produce, test and iterate

Employ design thinking to produce inclusive and accessible experiences. Plan, conduct and analyze research on experience artifacts, including user flows, interaction models, prototypes, and design specifications.

Design collaboration

Design client-centric solutions aligned to business and product's vision and objectives, through collaboration with design team members and peers from adjacent and diverse disciplines and industries.

Toolkit

Tools I use

From research and design to building and shipping with AI.

Design
Figma
Photoshop
Illustrator
Research and collaboration
UserTesting
Maze
Mural
Miro
Confluence
Build
HTML
CSS
SASS
Vercel
AI
Claude
Cursor
Gemini
Grok