Portfolio panel (Copy)

Portfolio panel

Problem: Users wanted to see a portfolio summary of their account on the same page that they could see their accounts and holdings.
Solution: I integrated a portfolio summary panel accordion widget that showed the client their cash, investment totals and the daily change amounts - in a table or chart format.=

Screen flow for TD insurance product Problem: Stakeholders and users not clear on the overall flow and process for applying for insurance. Solution: Craft a screen flow/ user flow so that stakeholders can understand how the process works from

Screen flow for TD insurance product

Problem: Stakeholders and users not clear on the overall flow and process for applying for insurance.
Solution: Craft a screen flow/ user flow so that stakeholders can understand how the process works from a backend - so that they can communicate that to end users.

Homepage prototype (Copy)

Homepage redesign prototype

Problem: We did not know what information users found most useful on the site - given that it varies for the different client segments
Solution: I created this prototype once data was received and analyzed from user surveys to surface key areas of information - timely, relevant information that gave a quick overview of the users accounts with DI.

CIBC prepaid cards wireframes Problem: New layout and site architecture for prepaid cards was mundane and looked very basic with not much information Solution: A layout with a hero banner to grab user attention and 2 main sections to show the pr

CIBC prepaid cards wireframes

Problem: New layout and site architecture for prepaid cards was mundane and looked very basic with not much information
Solution: A layout with a hero banner to grab user attention and 2 main sections to show the product offerings with detailed information links.

Load card process Problem: Loading cards, currency and calcultors Solution: An intuitive layout on 1 screen that shows immediate results in a simple and logical format.

Load card process

Problem: Loading cards, currency and calcultors
Solution: An intuitive layout on 1 screen that shows immediate results in a simple and logical format.

Credit card support ideation Problem: Users calling in and being forced to speak to agents if they wanted any help Solution: A popout widget that was timed due to inactivity and would give users the options to call and speak to an agent - or eng

Credit card support ideation

Problem: Users calling in and being forced to speak to agents if they wanted any help
Solution: A popout widget that was timed due to inactivity and would give users the options to call and speak to an agent - or engage in a live chat format - depending on user availability.

TD insurance products Problem: Compliance wanted to have users read 20 page pdf documents prior to submitting application. Solution: an onscreen iframe that summarized the agreement and had a checkbox to confirm understanding.

TD insurance products

Problem: Compliance wanted to have users read 20 page pdf documents prior to submitting application.
Solution: an onscreen iframe that summarized the agreement and had a checkbox to confirm understanding.

Branch locator visualization Problem: Data lag and results were unreliable Solution: Preload 10 closest places to user location and upon user interaction - page reloads

Branch locator visualization

Problem: Data lag and results were unreliable
Solution: Preload 10 closest places to user location and upon user interaction - page reloads

Consolidating loans Problem: Turnaround time for users to apply for and get approved for loans Solution: Real time widget that would pre-approve users for loans/LOC when they met certain criteria and thresholds.

Consolidating loans

Problem: Turnaround time for users to apply for and get approved for loans
Solution: Real time widget that would pre-approve users for loans/LOC when they met certain criteria and thresholds.