About me
Profile summary
Photography
View some of my selected photos
Writings
Some topics I've written about.
Overview
Skills
Breakdown of skills and experience
Work History
Where I've worked.
Portfolio
A sample of my work.
Testimonials
What people are saying about me.
Design Process
My design process.
with 20+ years of experience at the intersection of design, business, & technology — delivering measurable business and user impact across B2B, financial, enterprise products & services.
Currently at:Insight Investment (part of BNY)
Previously at:London Stock Exchange Group, Refinitiv, Lloyds Banking Group, Thomson Reuters, HSBC Global Banking & Markets, UBS Investment Bank, FCA, PwC
I specialise in complex B2B platforms, financial systems, and enterprise products — bringing a rare full-stack skill set that combines product design and strategy, UX leadership, interaction and visual design, technical prototyping, and cross-functional collaboration.
I'm known for delivering measurable business impact through user-centred design, with a strong track record of simplifying complexity, scaling design systems, and driving transformational outcomes across Finance, Fintech, and SaaS environments.
Digital Transformation — Commercial On-boarding & Lending Experience
2017—2018
Lead Designer for a new digital end-to-end user journey for the bank's 1 million business banking customers to offer lending, featuring multi-signatory contract signing and tracking, and self-serve product servicing
Formerly the Financial & Risk Division of Thomson Reuters
2019—2021
Principal Designer for Framework & App Framework Design on the new flagship Financial Research & Analytics Platform "Workspace" for LSEG Data & Analytics' 40,000 customers and 400,000 end-users.
Note: While not the focus of this case study, it's worth mentioning that I played a significant role in shaping many applications within the LSEG Workspace ecosystem — across its evolution from Thomson Reuters to Refinitiv and now under the LSEG brand. I led end-to-end design for several flagship apps, was frequently consulted by other designers for direction or review, and conducted final UX reviews before apps were released — ensuring usability standards, consistency, and quality across the platform.
"I hired [ Yooch ] for two companies already and I'll do it without the shadow of hesitation if the chance comes again."
— Jiri S. Human-Centred Design Lead - Commercial Lending Value Stream @ Lloyds Banking Group. Jiri managed Yooch directly at Lloyds Banking Group and worked together at Thomson Reuters.
Verify this quote in testimonials or Linkedin Recommendations.
Extremely senior, with 20+ years experience, spanning:
Worked extensively in:
Proven (measurable) Return-On-Investment for clients:
From business/product strategy, to user research, UX, IA, UI design, and prototyping.
Led major design system efforts (e.g., Halo Design System at LSEG, design frameworks at Refinitiv).
Specialised in simplifying highly complex financial/trading workflows and dramatically improving efficiency (e.g., cutting onboarding time by 92% in FX platforms).
Experience spans web, mobile (iOS), enterprise desktop platforms.
WCAG compliance and accessibility best practices built into projects for public-sector and finance clients.
Builds working prototypes in HTML, CSS, and JavaScript to accelerate development and reduce design-to-build gaps.
Led numerous complex UX initiatives from initial concept through to final implementation — balancing users, business goals, and technical constraints to deliver impactful, scalable solutions.
Demonstrated ability to design beyond individual interfaces—crafting cohesive experiences across interconnected products, services, and channels. Skilled at mapping complex ecosystems, identifying interdependencies, and creating solutions that drive value at scale.
FX trading, portfolio management, risk systems, derivatives, credit, wealth management.
Strong at building scalable design frameworks and design systems.
Extensive experience working directly with PMs, business analysts, developers, traders, front-office users.
Regularly cites efficiency gains, user satisfaction ratings, and stakeholder recognition.
Mentors designers, leads UX standards groups, contributes to design ops and team culture.
You can read the case studies to some of these outcomes in my portfolio.
Part of BNY Mellon
Reduced the time it takes for Portfolio Managers to model trades and perform unwinds by:
Time taken compared with old system:
New system
Old system
(Less time taken is better)
Reduced potential financial losses for the company and its clients to the range of:
Cost Savings:
£ thousands
£ millions
(Higher is better)
Increased the usability score of a newly designed system (vs. old system) by:
Usability score improvement:
+41%
+100%
Reduced the business customer's "time-to-cash" on commercial loan applications by:
1 day
16 days
Average "ease-of-use" score from public user-testing of a new business banking service:
Ease-of-Use Rating:
1 - Most Difficult
Easiest - 5
(Higher score is better)
Reduced annual operating costs for the company by reducing call-centre usage to the range of:
Reduced the time it takes to on-board a client for a FX service by up to:
15-20 mins
4 hours
Reduced the number of user actions required to on-board a customer by:
User actions:
26
58
(Less user actions/tasks is better)
All verifiable on Linkedin Recommendations
Note: Avatar images are temporary placeholders.
Yooch is one of those gifted individuals who is equally at ease in designing clear and intuitive interactions, building sophisticated responsive prototypes and communicating customer-centric solutions with stakeholders of all kinds. Yooch can be both a great team leader and player! I would recommend him without hesitation for any design project."
Yooch is armed with a rock-solid set of core skills, covering interaction and UI design, prototyping and technical work, and the ability to systematically analyse, deconstruct, and improve complex workflows. His extensive domain knowledge in finance and related areas, and his dedication to understanding new fields, has meant that he's been a key player on some of our most complex work.
If you need a professional and reliable UX designer with great and broad set of skills, great technical background, experience and ability to resolve the most complex design problems, look no further. Yooch is also genuine, honest and fun to work with. I hired him for two companies already and I'll do it without the shadow of hesitation if the chance comes again.
The time I worked with Yooch was a pleasure, his commitment and quality of UX work was always of the highest standard. He was a key member of the team and I would not hesitate in recommending as a multi-skilled UX'er in any environment.
at Insight Investment (part of BNY) — June 2024
"... is more comprehensive and user-friendly"
"... is more flexible, covers more use-cases, has a lot more detail, and easy to drill down."
"I'm finding this application better than the systems we had to use previously."
"This application will be a game-changer."
"Thank you for your hard work on this. You're making our lives easier."
" [This application] is a massive improvement... and tasks that often took [ up to 10 ] days to sort out in previous environments now only take maybe 1-2 hours.
I can honestly say that without [this application] we would have a more unhappy clients, as we simply would not have been able to carry out legacy book compressions over the last year at the pace and cost effectiveness required.
Some of these clients are large discretionary accounts with performance fees, so any £ saved for the client directly impacts Insight's bottom line. And a failure to complete certain expected activities in a timely manner means that the client is more more likely to withdraw discretion in the future, thus significantly hurting projected revenue.
For me at least (and I think many of my colleagues will agree), [this application] was a game changer in that respect. A huge step in the right direction with respect to higher productivity and lower [financial, operational and reputational] risk."
— Robert K, Portfolio Manager — December 2024
Received
Most recent: April 2025
Experience Design
User-Interface Design
Interaction Design
Yooch Wan is a Principal to Executive-level Product and UX Design leader, with rare full-spectrum capability across strategy, hands-on UX/UI, financial domain expertise, technical prototyping, and organisational leadership.
He is particularly strong in complex B2B product environments, finance and trading systems, and building scalable UX systems from the ground up.