Users could create watchlists which would also connect with the trade platform to pull up a list of securities a client was interested in helping them speed track a trade.
Worked with our team to create alerts & notifications and integrate them into the full ecosystem of the rebranded site.
Users could create new alerts to help inform them of when a security would trigger their desired conditions.
A fully revamped messaging system where we worked with business to generate requirements. Researched end-users for understanding how to best categorize topics and worked with the developers to create the final product.
A continuation of the message center where clients would be able to view past communications and create new ones.
We worked here on revamping the search results page to provide clients with a clear distinction of search categories that would be prioritized based on the search term (using machine learning).
MVP release of a new support center. Future state would include features such as search.
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TD Ameritrade
