I'm Terri Persad. I lead and ship end-to-end product and content design in fintech, enterprise & B2B AI SAAS platforms.
Redesigning a pre-approved credit card offer in the mobile app: expectations up front and clear choices when a different card is offered.
The flow HSBC Bank Canada clients used to activate their new RBC credit cards before the merger.
An internal tool for hundreds of credit card offers: one workflow, fixed legal clauses, and offers that go live automatically.

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.
Tested with real data, graded by severity, and improved instead of rebuilt.
A proof of concept for a global tech company. The agent plans meals without diet talk and stays in scope.
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.
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.
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.
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.
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.
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.
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.
From research and design to building and shipping with AI.