Recruited by Creative Circle, I embarked on an exciting opportunity as a UX Designer for Accenture Strategy & Consulting firm . Within Accenture, I was assigned to work with their client TD Bank on a US launch.

The project entailed the development of a complex banking portal launched to be experienced on wireless tablets in One Vanderbilt: Home to TD's New NYC Flagship Store.

SEP 2023 - JAN 2024

TD now serves more than 1.1 million customers and employs more than 2,500 colleagues in New York City with 135 stores.

Designed UI Visuals for Complex web and mobile products- Portals, Dashboards, complex websites, Mobile apps etc.  Created UX Documentation: Wireframes, Sitemaps, User flows and journeys as well as interactive prototypes.Conducted Secondary research and primary user research using qualitative and quantitative interactive research methods to build client- centric services.Worked with large product design team.Worked on FI, Insurance and large corporate products and brands.

Jira

Confluence

Adobe XD

Figma

Miro

Tellers were unable to meet customer service needs due to the lack of screen responsive tools and minimal user flows.

inability to service clients specified needs created negative financial impacts to business.

1)Tellers desire the ability to be untethered and use tablets to have huddles throughout the store.

2) Customers like to guide their own experience and choose what area of the store they'd like to work with Teller in (ex. some customers like sitting in offices while others sit in the lounge).

How are employees navigating through the previous user flows designed?What additional services require iterations for improvement?Are self serve options streamlined enough to exceed metric goals?

80-90% of all customer interactions are naturally occurring in flexible non traditional spaces, consisting of open space lounges without desks and monitors.

Mobile teller stations and sit-stand workstations that allow employees to adapt their tools to the nature of each conversation, providing customers with a tailored, seamless experience.

Accessibility and Flexibility were high priorities for the screens ensuring all employees could easily navigate clients at any point in their journey by designing 400% Zoom Accessibility.

Wealth Discovery, API Integrations, Salesforce Integrations, Quick Tools

1) User Testing: User testing was a crucial step in the design process to gather feedback and validate the prototype's usability and effectiveness.

2) Feedback Collection: Collected feedback from users through surveys, interviews, and observation during user testing sessions.

3) Iterative Design: Used the feedback collected to make iterative improvements to the prototype, addressing any usability issues or user pain points.

Authentication: Chip & Pin with teller and platform

Account Details: Account Linking, Editing, Drill downs

Search & View:Across personal and Business accounts

API Integration: Macro Apps

Direct Deposit: Self Service, Debit card issuance, Assisted

Payment Maintenance: Add & Delete

Product Selector: Add & Delete

Business Prospect Creator: Add & Delete

Fraud Alerts: Messaging & Support

Refund: Personal & Business

Check Orders: Personal & Business

Credit Cards: Onboarding

Transaction History: Online Profile Management

Quick Tools: Online Profile Management

Successfully delivered Release 2-4

Colleagues have quickly adopted the new behaviours and unanimously expressed a preference for the new model.

Conversion exceeded the 80 % goal to 89.79%, indicating customers are adopting positively to new interaction model.

Detailed understanding of Banking user journey for new and existing clients and various product lines

Enhanced skills in migrating and maintaining Adobe XD designs to Figma.

Grateful to have had Incredible exposure to how cross functional teams communicate and complete tasks across two nations wide.