My Role:
Lead Designer

Tools Used:
Axure RP & Adobe XD

Timeline:
3 months

Problem statement

Customers struggle to grasp the value and benefits of their TD financial products. The objective was to design a centralized dashboard that provides clear, personalized financial advice, guides day-to-day financial decisions, and supports users in achieving their financial goals.

In today's user experience, users might hop between various links in the TD ecosystem to find the right financial products for their needs. We set out to create a seamless, one-stop experience that caters to all your financial needs.

Timeline:

1. Product Team's Request (Initiation):

   • The product team tasked our design team with creating a system for customers to manage their assessments.
     

2. Research Phase (Early):

   • Explored competitors' strategies for handling assessments, including banks and non-fintech companies, to inspire better ideas.
     

3. Ideal Dashboard Conceptualization (Early Phase):

   • We envisioned a future dashboard, foreseeing its appearance and features five years ahead.
     

4. Workshops and User-Oriented Ideas (Mid-phase):

   • Collaborative workshops generated user-friendly dashboard ideas.

   • We considered emerging technologies like the metaverse for future implementation.
     

5. Figma Collaboration and Refinement (Mid to Later Stages):

   • Using Figma, we consolidated diverse design concepts into a unified dashboard representation.

   • The final iteration amalgamated the best ideas from our brainstorming sessions, creating a comprehensive, idealized dashboard.