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TD Ameritrade

The design team and business owner's committed to new and innovative thinking -- user research, iterative design cycles, customer feedback analysis, etc. The return on their investment resulted in increased client satisfaction and industry leadership - Barron's awarded it the #1 Web-Based Online Broker (3/5/07) based on trade experience.

We helped them succeed by:

  • - Identifying design personas with unique needs
  • - Validating assumptions with user testing
  • - Rapidly delivering specifications and guidelines

    Key Tasks
  • Content Strategy
  • Interaction Design
  • Visual Design Direction
  • Rapid Prototyping


Challenge

Ameritrade had recently merged with TD Waterhouse to form TD Ameritrade. One of many business goals was to combine the best of both user experiences while mitigating the risk of alienating the needs of two unique customers - active traders and long-term investors. As a senior member of the client experience group, David provided strategic design solutions for marketing and trading products related to options, equities, and market research tools.

Solution

After careful analysis, intense iterative design cycles and continuous user testing, TD Ameritrade rolled out an experience that redefined the brand and addressed customer needs - improved navigation, contextual messaging, custom and personal data views, and enhanced help and support.

"...It's newest hybrid utilizes the terrific research capabilities of TD Waterhouse and improves upon Ameritrade's previous platform."

Thersea W. Carey
Tools of the Trade, Barron's

Results

The design team and business owner's committed to new and innovative thinking -- user research, iterative design cycles, customer feedback analysis, etc. The return on their investment resulted in increased client satisfaction and industry leadership - Barron's awarded it the #1 Web-Based Online Broker (3/5/07) based on trade experience.

 

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