
I’m Caro, Senior Product Designer + Strategist.
I focus on user-centered processes, bridging the gap between complexity and clear, intuitive experiences.
Improving Reporting for Financial Advisors
SeekInvest, a sales enablement platform for financial advisors, aimed to enhance the research process for financial advisors by creating a tool that simplifies the analysis of funds, securities, and investment models.
Low-Code Solutions for Engineers
Strategic development, knowledge organization, and roadmap creation of an AI assistant designed to enhance the accessibility and efficiency of well known UX methodology and brand.
Streamlining Lead Capture for Internal Sales Team
Designed an AI powered WhatsApp bot to streamline appointment scheduling for a fintech startup. The bot captures new leads from Meta Ads and integrates with WhatsApp and Calendly to fetch available appointment slots for lead communication.
READ CASE STUDY
Strategic integration of two disparate systems, enabling customer success managers to build dashboards from predefined layouts and add KPI tiles, providing a seamless user experience.
CASE STUDY COMING SOON
Dashboard Builder
Services
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User Research & Discovery
Planning and conducting interviews, surveys, ethnographic studies, or contextual inquiries; analyzing findings to generate actionable insights.
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Information Architecture
Defining site maps, hierarchies, taxonomies, and content organization to make information easy to find and use
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User Flows & Journey Mapping
Charting how users move through a product or service—from entry point to goal completion—and identifying pain points along the way.
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Wireframing & Prototyping
Creating low-fidelity wireframes to explore layout ideas, then higher-fidelity prototypes to refine interaction details.
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Visual + UI Design
Designing the look and feel of the interface, including colors, typography, iconography, and overall aesthetics.
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Product Strategy & Roadmapping
Collaborating with stakeholders to define the product vision, prioritize features, and create a roadmap that aligns user needs with business objectives. This often includes competitive analysis, market research, and strategic decision-making (e.g., identifying MVP features, setting phased rollouts, or planning for scaling).
Contact Me.
caro@vision8ai.co
(678) 637-6691