TD Ameritrade
(Acquired by Charles Schwab)
Institutional brokerage applications used by financial advisors. Applications include rebalancing, trading, portfolio management, and marketing sites.
Overview
I collaborate with business partners to articulate the product vision:
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Participate in the product design process to analyze user needs, business goals, and technical feasibility.
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Conduct user interviews, surveys, and other research.
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Identify application tasks and workflows and interpret complex data.
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Design prototypes, annotated wireframes, and mockups.
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Create UX documentation including style guides, interaction specifications, and information architecture flows.
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I help my clients help their clients.
iRebal® is a web application for financial advisors that streamlines complex investment management and rebalancing processes.
Winner of WealthManagement.com 2019 Industry Award for Rebalancing and 2020 TAMPs Model Marketplaces.
Product Testing for a New Product
Product Design Research
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Goal:
Test new product interest with clients by showing possible business ideas. -
Solution:
Create a clickable prototype for use in customer interviews, showing product features and pricing. The comments and suggestions elicited were used to shape the product. And though not a usability study, the prototype also identified user perceptions, which were applied to the actual screen design. -
Result:
Product is in development.
New Product Integration
UX Design
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Goal:
Integrate the new product into an existing platform, with cross-functionality that is intuitive for users and feasible for implementation. -
Solution:
Simulate the user experience flows and product feature screens through clickable wireframes. This involved conceptualizing functions that do not yet exist, with different scenarios for new and existing users. -
Result:
The user experience design concepts uncovered redesign needs for the existing platform. Screens are being redesigned before the new product screens can be integrated.
Polling Tool
Product/UX Design
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Goal:
Provide business with a polling tool to quickly research customer opinions on various market topics. -
Solution:
Design an Administration area for product owners to easily post and manage the polls. After identifying the technology and user requirements, the user experience was designed. -
Result:
The poll gets a high response rate from clients.
Product Development
Product/UX Design
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Goal:
As part a new product launch, Model Market Center, make it easier for advisors to select models for their clients' portfolios. -
Solution:
Design a decision-tree wizard to streamline filtering a large universe of models, by identifying selection criteria and matching relevant attributes. -
Result:
Product was successfully launched, although the wizard was not included due to compliance requirements.
Application Search
Information Architecture & UX Design
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Goal:
Design an application search function to streamline workflows for users, by reducing the amount of navigating and filtering. -
Solution:
Analyzed the steps to be reduced and identified possible search points and results. Designed a UX prototype to simulate how the user can search directly by specific entity or type, with results providing context-sensitive functions. -
Result:
The prototype provided product and technology the ability to determine the scope.
Design & Technology Modernization
UX/UI Design
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Goal:
Use the advantages of angular frameworks to improve the user interface. To enable quick editing of complex details without losing context, employed a sidebar component. -
Solution:
Rather than navigating to another screen, a sidebar slides out, presenting details of a selected record. Design work included analysis of links and functions, which previously opened other screens or modals, identifying behavior and interaction relationships between base and sidebar screens, and UX design. -
Result:
Early user research is showing satisfaction.
Lori Mogol