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TD Wealth - WebBroker NextGen

Conceptual Sketches of TD's Direct Investing (DI) platform 

Objectives: 

 

To improve the customer experience by creating a new UI layer - redesigning the products' key features;

 

  • optimizing platform for mobile OSs

  • creating new client segmentation

  • adding widgets based on client types

  • introducing message center access 

  • new performance reporting layouts

  • updated learning centre content

TD Wealth + TD Canada Trust

Direct Investing (DI) Products Online Account Opening

Cross channel DI accounts opening - updates.

 

Objectives: 

 

Creating a new viable workflows (adhering to a current online-account-opening platform processes), to enable online acconts opening for Direct Investing products; registedred and non registered.

TD Canada Trust -
Checking Accounts Redesign

Objectives: 

Make it convenient for customers to choose the right TD account.

 

Design Directions:

The flow should be simple, fast, easy, helpful, transparent, and convenient.

eCommerce

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COMPANY

Clorox

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TASK

Competitive analysis, user flows, content strategy, wireframe

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PROBLEM

Lack of e-commerce capabilities on current experience on Clorox.com

 

SOLUTION

Integration of an online purchasing system; including adding a "Buy Now" button on multiple touch-points and a new promotion concept

© 2020 by Dor Reich

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