TD Bank
TD Bank
Project Case Studies.
Project Case Studies.
At TD, I served as a Senior Manager and Digital Experience Strategist, leading initiatives across the Payments and Small Business teams. From onboarding to insights, I applied human-centered design and strategy to simplify banking experiences while balancing customer needs, business goals, and technical feasibility.
Small Business Banking
Loan Application Process
I worked with TD’s Small Business team to rethink the loan application experience, making it simpler, clearer, and easier for business owners to navigate. By using human-centered design and testing along the way, we cut down on drop-offs, increased completed applications, and found a better balance between what customers needed and what the business required.
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Small Business Case Study
Personal Financial Manager
Concept & Testing Case Study
At TD, I led the Personal Financial Management initiative, exploring how features like one-tap budgeting, customizable savings, and clearer transactions could give people more confidence with their money. While it never launched, the work uncovered unmet needs and created patterns that will guide future solutions.
Download PDF
PFM Case Study
At TD, I served as a Senior Manager and Digital Experience Strategist, leading initiatives across the Payments and Small Business teams. From onboarding to insights, I applied human-centered design and strategy to simplify banking experiences while balancing customer needs, business goals, and technical feasibility.
At TD, I served as a Senior Manager and Digital Experience Strategist, leading initiatives across the Payments and Small Business teams to improve how customers engage with banking tools. From onboarding to financial insights, each project demonstrated how human-centered design and strategy can simplify complex banking while balancing customer needs, business goals, and technical feasibility.
Small Business & Commercial Banking
Loan Application Process
I worked with TD’s Small Business team to rethink the loan application experience, making it simpler, clearer, and easier for business owners to navigate. By using human-centered design and testing along the way, we cut down on drop-offs, increased completed applications, and found a better balance between what customers needed and what the business required.
Personal Financial Manager
Concept & Testing Case Study
At TD, I led the Personal Financial Management initiative, exploring how features like one-tap budgeting, customizable savings, and clearer transactions could give people more confidence with their money. While it never launched, the work uncovered unmet needs and created patterns that will guide future solutions.
PFM Case Study
Download PDF
Download PDF
Small Business Banking
Loan Application Process
I worked with TD’s Small Business team to rethink the loan application experience, making it simpler, clearer, and easier for business owners to navigate. By using human-centered design and testing along the way, we cut down on drop-offs, increased completed applications, and found a better balance between what customers needed and what the business required.
Download Full PDF
Small Business Case Study
Personal Financial Management
Concept & Testing Case Study
At TD, I led the Personal Financial Management initiative, exploring how features like one-tap budgeting, customizable savings, and clearer transactions could give people more confidence with their money. While it never launched, the work uncovered unmet needs and created patterns that will guide future solutions.
Download PDF
PFM Case Study