Project Overview
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Working directly with the Schwab brokerage team, this initiative added critical new functionality to the mutual fund purchasing experience for the Active Trader Iphone and iPad applications. Key new features included new visualizations, purchase and trade functionality.
Project role: Experience strategy, information architecture and interaction design.
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Explore
Experience Strategy: business, technical and customer research and strategy to determine pain points, needs and opportunity areas for this business critical redesign of the Active Trader iPad and mobile application.
Imagine
Design Thinking: the collaborative and co-creative workshops used the business, technical and customer research insights to ideate on and formulate an experience framework that incorporated new functionality and simplified mutual fund purchase and trades flows.
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Create
Wireframes: the final customer validated design incorporated critical new features sets and simplified end to end flow for mutual purchases and trades.
Launch
Post launch: the re-designed Active Trader applications allowed for a more flexible, yet highly simplified mutual trade experience. .