Financial Services
2001 - 2013 • 11+ years
What began as a small project with SunGard in Boston in 2001 grew into an 11+ year engagement. Recognized for the quality of my work, I was referred to SunGard divisions in Chicago and New York, where I delivered UX designs for desktop and mobile platforms serving retail investors, corporate benefits programs, wealth management services, and SunGard’s client portals across all three business groups.
Wealth Manager Mobile App
Led the design of a mobile application for investment managers, providing Portfolio Summaries, Performance analytics, Asset Allocation insights, Position Holdings, and integrated trading workflows.
2013
Wealth Manager Mobile App
Mission
As part of TIAA’s major redesign, management wanted to enhance the customer experience of the mobile trading app, especially for less experienced senior customers.
Challenges
The existing mobile app was powerful but difficult for less experienced senior customers to use. Many had trouble filling out the form—especially when they needed to place multiple orders, such as selling an investment and then using the funds to buy another.
My Contributions
I redesigned the app using a Q&A approach that guides users step by step through the process. It takes into account the investments they already hold and the actions they want to take, while also considering their investment objectives and risk tolerance.
Impact
The new mobile trading app was well received by customers. They found the step-by-step guidance extremely helpful and said it made their decisions easier along the way. Users were able to complete their tasks without any issues.
Select investment to sell
After selecting a sell transaction, users can then choose which investment in their account they want to sell.
Add sell order
After entering the sell order details, the order is added. The app then shows users how much cash will be available and whether they are overweight in any asset allocation categories.
From there, users can choose to place the order immediately, buy another investment, or sell an additional holding.
From there, users can choose to place the order immediately, buy another investment, or sell an additional holding.
select investment to buy
Users can then select another investment to buy, enter the order details, and continue.
Place orders
After adding both the sell and buy orders, users can choose to place the orders.
Vantage Benefits
Designed Vantage Benefits from the ground up, an employee platform uniting enrollment, healthcare, wellness, investment, and life-event management, driving the successful launch of SunGard’s employee benefits program and partner integrations.
2011
Vantage Benefits
Mission
As part of TIAA’s major redesign, management wanted to enhance the customer experience of the desktop trading app, especially for less experienced senior customers.
Challenges
Similar to the mobile trading app, the desktop trading platform was powerful but difficult for less experienced senior customers to use. Many struggled to fill out the forms—especially when placing multiple orders, such as selling an investment and then using the funds to buy another.
My Contributions
To stay consistent with the mobile trading app, I redesigned the desktop app using a Q&A approach that guides users step by step through the process. It takes into account the investments they already hold and the actions they want to take, while also considering their investment objectives and risk tolerance.
Impact
The new desktop trading app was well received by customers. They found the step-by-step guidance extremely helpful and said it made their decisions easier along the way. Users were able to complete their tasks without any issues.
Select sell transaction
Users can choose either a Buy or Sell transaction.
Select investment to sell
After selecting a sell transaction, users can then choose which investment in their account they want to sell.
Add sell order
After entering the sell order details, the order is added. The app then shows users how much cash will be available and whether they are overweight in any asset allocation categories.
From there, users can choose to place the order immediately, buy another investment, or sell an additional holding.
From there, users can choose to place the order immediately, buy another investment, or sell an additional holding.
select investment to buy
Users can then select another investment to buy, enter the order details, and continue.
Place orders
After adding both the sell and buy orders, users can choose to place the orders.
BMO Financial Group
2010
2010
BMO Financial Group
Mission
As part of TIAA’s major redesign, management wanted to improve the customer experience for withdrawing money from retirement accounts, especially for less experienced senior customers.
Challenges
There are several options for withdrawing money from retirement accounts, and some come with tax implications or limitations. This often confuses customers, especially less experienced senior customers.
My Contributions
To make things simpler, I designed three guided Q&A flows, each with step-by-step instructions and detailed information about tax implications and the impact on asset allocation:
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
Impact
The new design was well received by customers. They found the step-by-step guidance extremely helpful and said it made their decisions easier along the way.
Bank of America Merrill Lynch
2011
2011
Bank of America Merrill Lynch
Mission
As part of TIAA’s major redesign, management wanted to improve the customer experience for withdrawing money from retirement accounts, especially for less experienced senior customers.
Challenges
There are several options for withdrawing money from retirement accounts, and some come with tax implications or limitations. This often confuses customers, especially less experienced senior customers.
My Contributions
To make things simpler, I designed three guided Q&A flows, each with step-by-step instructions and detailed information about tax implications and the impact on asset allocation:
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
Impact
The new design was well received by customers. They found the step-by-step guidance extremely helpful and said it made their decisions easier along the way.
Brown Brothers Harriman
2011
2011
Brown Brothers Harriman
Mission
As part of TIAA’s major redesign, management wanted to improve the customer experience for withdrawing money from retirement accounts, especially for less experienced senior customers.
Challenges
There are several options for withdrawing money from retirement accounts, and some come with tax implications or limitations. This often confuses customers, especially less experienced senior customers.
My Contributions
To make things simpler, I designed three guided Q&A flows, each with step-by-step instructions and detailed information about tax implications and the impact on asset allocation:
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
Impact
The new design was well received by customers. They found the step-by-step guidance extremely helpful and said it made their decisions easier along the way.
UMB Financial Corporation
2012
2012
UMB Financial Corporation
Mission
As part of TIAA’s major redesign, management wanted to improve the customer experience for withdrawing money from retirement accounts, especially for less experienced senior customers.
Challenges
There are several options for withdrawing money from retirement accounts, and some come with tax implications or limitations. This often confuses customers, especially less experienced senior customers.
My Contributions
To make things simpler, I designed three guided Q&A flows, each with step-by-step instructions and detailed information about tax implications and the impact on asset allocation:
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
Impact
The new design was well received by customers. They found the step-by-step guidance extremely helpful and said it made their decisions easier along the way.
