Avanade

Client: TD Bank

TD asset management application for investor and advisor

About TDAM

TD Asset Management (TDAM) offers investment solutions to corporations, and individuals, and manages retail assets on behalf of almost 2 million investors.

Role

UX Director through Avanade consulting company

Responsibilities

  • Lead the design of TDAM Advisor and Investor dashboards and public site

  • Work closely with the TDAM business team to provide direction and prioritize features

  • Lead the design thinking workshops with stakeholders and team members

  • Establish design sprint as part of the team agile process

  • Collaborate with the TD DCX team to set the standards for the TD design system.

 
Project: TDAM - Advisor Dashboard
TD Investor Dashboard