Project type
UX/UI design Client work
Timeline
3 months (2022)
Team
Me (UX + visual design) Andrew Klein (UX + visual design) Chōkdee Rutirasiri (solutions lead + client experience) Carly Riling (project manager)
Skills
Client collaboration Wireframing & rapid iteration Visual design Design system creation
Helping users feel secure
TD Bank was facing challenges with users dropping out during the registration process for their new investing platform and contracted Mad*Pow to improve the onboarding experience. I worked on portfolio visualizations such as these so that users could better understand TD's proposed investments before transferring any money.
Updated marketing materials
The refreshed landing page more clearly outlines the benfits of TD Wealth's investing plaform and sets expectations for the registration process.
Personalizing the onboarding experience
These surveys help simplify the complicated backend calculations that go into creating a personalized investment portfolio. We wanted it to feel customized to user needs, but included the fewest possible questions to streamline the process.
Design kit with styles and responsive components
I made sure to maintain an organized design system that would serve as the source of truth for spacing, colors, typography, and repeated components. With so many people collaborating on this project, it proved to be essential for success.