ShareBuilder site enhancements
During my time at ShareBuilder I had the opportunity to make and update many website process flows. Being very education heavy and trying to make complicated processes friendly I worked within the site taking user input to smooth over sections that were considered difficult or confusing.
Mutual Fund purchasing process updates
In the Mutual Fund purchasing process flow I worked to add a way to research them from many different directions so an investor could eventually make a selection to purchase the right fund for them.
Find Mutual Fund Symbol Popup
Sometimes simple is the most effective. I added a link connected to a popup to allow the user to ‘find’ a specific Mutual Fund symbol without taking the user out of the flow and losing context to the purchase path. The following steps detail out the process:
User Experience Designer / Developer (July 2008 – Jan 2009)
- Created mockups of web pages using Photoshop using content from product managers to provide the best experience and interaction for current and prospective investors
- Conceptualized, designed and developed webpages for investor micro-sites to display specific types of information detailing difficult financial concepts for educational purposes for investors
- Designed, created, and maintained Flash elements for education and advertising purposes
Tools and Environment: Adobe Photoshop, Adobe Illustrator, Adobe Dreamweaver, Adobe Flash