THE PROBLEM

Upgrading the page to align with the dashboard screen and providing users with a clear and intuitive way to switch between account types.

OVERVIEW

TD Bank, also known as Toronto-Dominion Bank, is one of the largest and most prominent banks in North America. Established in 1955 through the merger of the Bank of Toronto and The Dominion Bank, TD Bank has grown to become a major financial institution with a significant presence in both Canada and the United States.

DURATION

ROLE

I played a key role as a designer in the modernization pod, focusing on the redesign and enhancement of the Account Activity Page and several related pages. This project aimed to improve the user experience, streamline navigation, and ensure robust handling of various user scenarios.

Current Design Analysis

Learning more about the current design issues

Stakeholder interviews

Identifying opportunities and addressing concerns related to Account Details for your line of business.

1️⃣ What currently works well to help our clients understand their Account Details
that we should ensure we maintain?

2️⃣ Are there currently any problematic areas within Account Details that
could be improved or addressed?

3️⃣ Are there any specific customer journeys or initiatives — current or upcoming
— that might impact what a client would experience in their Account Details?

4️⃣ Are there any business opportunities that Account Details might help you solve?
And if so, how might we track the success of these though key performance indicators, client activity or some other metrics?

Competitor Audits.

Studying competitor websites

We conducted competitor analysis across existing apps that offer similar features to our idea. We examined the things these apps did well, and the things that could be improved on. Through this, some of the key takeaways:

Key Takeaways

1️⃣ Saving features. Set up saving accounts linked to the primary account
* Automate savings

2️⃣ Estimate how much money will be left in an account at the end of the month and show how upcoming payments and bills might affect.

3️⃣ Tracking expenses of a specific category (Car Maintenance)

4️⃣ Test customers their regular spending to make them more aware of their financial behaviour.

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Survey Insights

Studying competitor websites

This survey was written to get a better understanding of how respondents use social media, how they donate to various charities/causes, who the respondents support, and how these behaviors overlap when using social media.

Competitor Audits.

Studying competitor websites

We conducted competitor analysis across existing apps that offer similar features to our idea. We examined the things these apps did well, and the things that could be improved on. Through this, some of the key takeaways:

Key Takeaways

1️⃣ What features to prioritize in our app.

2️⃣ Clean home page design with minimalistic design

3️⃣ Ideas of how to get people involved in the donation

4️⃣ Highlight different ways of donating- and show money are not the only way to donate.

Finding & Analysis

Top insights about user needs and behavior.

From the research, we started with writing down as many ideas as possible on post-its, and mapped them to the entire interaction journey. We did four rounds of ideation sessions, with each round focusing on a different problem area

Four themes emerged after conducting an affinity analysis of the research data.

Identified Personas

Three primary personas were created keeping the WatchForGoods solution in mind

Three personas were emerged after conducting an affinity analysis of the research data.

Converting HMW to Design Opportunities

How did we turn research insights into product features?

Approaching HMW questions with a holistic design understanding, ensuring the solution is well integrated into the design.