Andy Vitale

Leading design across TaxAct and Drake Software, supporting 90,000+ tax professionals and 3 million DIY filers and powering tens of millions of returns each year. Shipped four zero-to-one products in a single tax season, including SmartFile, an AI assistant for DIY filers, and a Do-it-for-Me filing experience, and launched a connector that puts TaxAct inside Claude. Established and lead the AI Center of Excellence, making products more intelligent and teams more capable.

Launched AI-powered features and a new design system that drove measurable growth for millions of small businesses, and repositioned design and research as strategic functions. The work lifted activation 34% and email sends 32%, and a company-wide push cut bounce rate 48%.

Led design across 10 business units and helped evolve the company from a mortgage lender into a broader financial services platform. The team's work contributed to $351B in closed loan volume and $12.7B in revenue. Launched zero-to-one products including Rocket Rewards, Dashboard, and Home Buying Plan, expanding market reach from 38% to 89%, and stood up the Rocket Design System, adopted by 43 teams.

Introduced new design capabilities during the $66B merger, one of the largest U.S. banking mergers since 2008. Led cross-functional work that delivered 11 COVID-19 response initiatives and over $30B in financial relief. Established the enterprise and service design functions along with design's first KPIs and career framework.

Built the first multidisciplinary design team in healthcare, where design decisions had clinical consequences, from medical coding to predictive quality-of-care systems. Worked in AI through machine learning and natural language processing years before it was the trend. Designed Performance Matrix, which uncovered $1B in savings, and 360 Encompass, an NLP engine generating roughly $225M in revenue.