Sector: Financial Services

MVest for Financial Advisors

Provided creative direction and strategy for a team of 4 user experience architects in the design of a new web-based portfolio-management application for financial investment advisors.
Discovery: Planned and facilitated a series of workshops to define user interface requirements and user flows.
Concept design: Led interface design work for 100-screen application including design patterns and extensive wireframe diagramming.
Detailed design: Managed development of prototype, internal and client demonstrations and review sessions.

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CIBC.com product information mobile site

Working with CIBC eChannels, the user experience team at CGI designed and developed a mobile version of key product pages from the cibc.com site. My contribution focused on content strategy and navigation. The content from long, complex pages needed to be pared down and structured to suit the mobile context and the bank’s content management system. I helped create the content plan and oversee copy writing. Working with CIBC and CGI teams I helped improve the navigation and presentation of information.

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Integrated Wealth Platform User Experience Design

Led a team of five user experience architects in discovery and high level design, integrating a set of independent applications – portfolio management, account management, financial product management, trading, settlement and client relationship management – into a single suite of products. Designed and led an investigative process combining research into applications’ users, scenarios of use, markets and business contexts. Facilitated and coordinated workshops and interviews to gather user needs and wants and business requirements. Led development of interface designs, clickable prototypes and visual design

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CIBC Future Branch kiosk

As part of CIBC’s conceptual ‘future branch’, I led the CGI team that did user experience and visual design for a planned in-branch kiosk. The design engaged customers to explore the product offering, encouraged customers to participate in the bank’s digital channels, and linked to the bank’s public site for additional content and information.

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CIBC Future Branch kiosk

As part of CIBC’s conceptual ‘future branch’, I led the CGI team that did user experience and visual design for a planned in-branch kiosk. The design engaged customers to explore the product offering, encouraged customers to participate in the bank’s digital channels, and linked to the bank’s public site for additional content and information.

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WebTrader FX Mobile and Web UX Design

Led user experience design of web and iPhone application for trading foreign currency, from project estimation to delivery of UI specification. Provided UX strategy and creative direction for team of two user experience architects, successfully completing on time and budget.

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Investment research website and publishing platform

Modernizing delivery of investment research through search and personalization was our goal. I served as senior information architect during the development of a new research website, for a major Canadian bank. The website is the repository of investment research documents produced by the bank’s five research groups.

Working with a business analyst, I collected system and user requirements, and helped adapt the RIXML (Research Information XML) standard as the metadata for research publications. I helped choose the content-management system Fatwire and contributed to system integration design by capturing user requirements. I used Visio to create wireframes to specify the user interface and Axure to prototype selected interface components.

Posted in Information architecture | Comments closed

Merrill Datasite marketing website concept

I developed a redesign concept for the virtual data-room provider’s marketing site.

Posted in Information architecture | Tagged | Comments closed

Societe Generale derivatives products website

The brief was to design a new content-managed site to promote and sell Societe Generale’s UK retail financial derivative products. I developed an information architecture strategy to increase client engagement and improve access to product information. A sudden downturn in the economic climate shortly after the design specification document was completed meant the site design was not implemented.

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Royal Bank Dominion Securities website redesign

Home page and content strategy for brokerage website. Develop navigation categories, map existing content to new sitemap, produce page designs.

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RBC online banking help content

Analyse, reorganize and develop style guide for help section of online banking service.

Posted in Usability consulting | Tagged | Comments closed

NatWest online loan calculator

Interface design and functional sprecification for online loan calculator

Posted in Information architecture | Tagged | Comments closed

Banks’ home page review

Competitive review of homepages of major UK financial services retail websites. Focus on log-in and access to personal services.

Posted in Usability consulting | Tagged | Comments closed

RBC Intranet taxonomy testing

Task-based user testing for financial institution’s personal and business banking intranet site re-design, including interviews and card sorting.

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M and T Bank Systems and product training

Research and design of online learning program for bank employees.

Posted in Instructional design | Comments closed

M and T Bank e-learning

Develop training for bank systems using system simulations.

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Clarica.ca prototype testing

Task-based user testing of prototype website.

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