Initiative: New Platform For Registered Investment Advisors - EAS Connect, E*TRADE
Format: ReactJs Platform, High Fidelity Prototype for Desktop and Mobile, Video Presentation
Audience: Registered Investment Advisors with over $1B in Assets Under Management
--
--
The following is the presentation I built pitched to large RIA firms which included details on the platform I designed as UX architect and the actual screens implemented as part of the project. As I presented this to advisors, we reached roughly $20B in committed assets to the platform.
This was a brand new platform which I was designed the framework of each screen, and then managed and oversaw a small team of designers to work with developers and product teams to ensure each screen was pixel perfect. I served as the main intermediary between product and technology to ensure that the product vision was fulfilled in a way that technology could delivery. The first phase of the project was completed in roughly 9 months.
The platform was built of the existing E*TRADE design language and chassis, but added additional flows, trading capabilities, and customized experiences for the institutional advisor. New features and designs that were added included block trading, customizable dashboard views, aggregate account views, onboarding features and more.
Presentation of a brand new RIA platform that included information about the product as well as actual screens and designs of the platform. This is a presentation that I prepared and presented as part of our team that raise roughly $20B in committed assets to use the platform.
Initiative: Digital Integration Channel Synergies, E*TRADE & Morgan Stanley
Format: High Fidelity Prototype for Desktop and Mobile, Video Presentation
Audience: E*TRADE Chief Executive Officer, E*TRADE Chief Finance Officer, E*TRADE Chief Brokerage Officer, E*TRADE Chief Strategic Officer, Morgan Stanley Chief Financial Officer, Morgan Stanley Head of Wealth Management
--
--
The following project was designed to show the digital synergies, referral flows between E*TRADE retail, institutional, and advisor channels, in conjunction with the Morgan Stanley financial advisor. The prototype leveraged existing design functionality, while adding multiple flows, widgets, screens, and time saving enhancements. The goal of the project was to easily connect referral opportunities between all of the respective channels, supporting the goals of the Morgan Stanley Acquisition of E*TRADE to create a seamless digital experience on both sides.
Initiative: New Self Directed Investing Platform, First Citizens Bank Wealth Management
Format: High Fidelity Prototype for Desktop and Mobile, Video Presentation
Audience: Head of Wealth Management First Citizens Bank, First Citizens Wealth Management Leadership
--
--
The following project are custom designed screens for a new self directed investing platform for First Citizens Bank Wealth Management. The current offering is dated, visually boring, is not at parity with modern platforms and lacks referral opportunities as part of its design as it is vendor based. The screens I designed provided a modern design, updated and enhanced trading tools, opportunities for organic cross-sell referrals across the First Citizens ecosystem, all responsively designed for a streamlined mobile experience.
Initiative: Custom Corporate Project Budgeting, Forecasting, and Reporting Application, Silicon Valley Bank
Format: ReactJS Platform built on AWS, High Fidelity Prototype for Desktop, Video Presentation
Audience: SVB Chief Financial Officer, SVB Chief Operating Officer, SVB Executive Committee, Teams from Product Finance, Delivery, Governance,
--
--
The following project are screens from a custom built cloud application designed to centralize the corporate project budget, forecasting, and reporting process at Silicon Valley Bank. Previously this process was completed via spreadsheets and chaos. This application brought about controls, risk mitigation, checks and balances and more. Built quickly through a custom design language, we were able to launch this application on AWS cloud via ReactJs in roughly 9 months through offshore development.
I was responsible for all screen design, experience and flows, as well as product management of technology teams. The following is a presentation of the product as presented to executive management at SVB. The bank failed in the midst of a formal rollout of this application.
Initiative: Corporate Budget Module Application, Silicon Valley Bank
Format: High Fidelity Prototype for Desktop, Video Presentation
Audience: SVB Chief Financial Officer, SVB Chief Operating Officer, SVB Executive Committee, Teams from Product Finance, Delivery, Governance,
--
--
The following project are screens from a custom built cloud application designed to centralize the corporate project budget approval process at Silicon Valley Bank. This was built as a module as part of a larger custom built platform. The screens were custom created based on multiple offline processes and flows that were simplified as part of design experience. Includes multiple user personas and flows from an input and admin views, budget approvals and submissions, data inputs, project sizing, project prioritization, and more.
Initiative: RIA Platform Refresh, E*TRADE Advisor Services
Format: High Fidelity Prototype for Desktop, Video Presentation
Audience: President of E*TRADE Advisor Services, Product Lead - E*TRADE Advisor Services, E*TRADE Advisor Service Technology and Product Teams
--
--
The following project was designed to provide a path for a holistic update to an outdated platform for Registered Investment Advisors. Designs included two options: a "design refresh" and visual facelift consistently of mostly CSS changes while keeping functionality intact. The second option included a full redesign to reflect modern capabilities and functions that competitive platforms offered, including widgets, trading capabilities, modern views and aggregations, component design, customizable dashboards and more. Providing multiple options allowed product and tech teams to find an option that not just improved customer experience but balanced time and work effort.
Initiative: Mobile App Refresh, E*TRADE Advisor Services
Format: High Fidelity Prototype for Mobile, Video Presentation
Audience: President of E*TRADE Advisor Services, Product Lead - E*TRADE Advisor Services, E*TRADE Advisor Service Technology and Product Teams
--
--
The following project are from a prototype designed to update and provide a design refresh to an outdated mobile app - without the need for a full design and quick period of time. This leveraged provided a facelift through a modernized design language, while meeting the needs for customization based on different advisor offerings using the app. Features an updated look and feel, while showing what a customized view for different advisors would look like as well. The technologies were accustomed to work with Google Material design, so the design was catered to using that library to accommadate the need for a quick build.
Prototype of an updated mobile app, build leveraging Google Material Design to accommodate dev team knowledge and experience.