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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.
01
Mobile app onboarding
View case study
Company • RBC Royal Bank of Canada

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
02
Merger · Responsive web
View case study
Company • RBC Royal Bank of Canada

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
03
Internal tool
View case study
Company • RBC Royal Bank of Canada

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
04
AI · B2B SaaS
Password Required to view
Company • nurun (part of publicis)

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
05
AI · B2B SaaS
Password Required to view
Company • nurun (part of publicis)

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. AI speeds up each one; people make the calls.

01
Uncover the problem

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

With AISynthesize interview notes, feedback and analytics to spot patterns sooner, then confirm them with the people behind the data.

02
Research

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

With AIDraft research plans and discussion guides, and run quick competitive scans, checking every finding against its source.

03
Map the journey

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

With AITurn research notes into first-draft user stories and journey maps that the team refines together.

04
Design and iterate

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

With AIExplore more directions faster in Figma, Claude Code and Cursor, from wireframes to working prototypes people can click through.

05
Test

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

With AIBuild eval sets and test scenarios that check AI features for accuracy, tone and guardrails, with a person reviewing every result.

06
Hand off and monitor

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

With AIAnnotate handoff files and connect design to code through MCP, so the build stays true to the design.

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