TD Ameritrade

I helped TD Ameritrade deliver a seamless user experience.

Working with Dell EMC, I was the lead UX writer for the TD Ameritrade Veo One Institutional Investor platform.

The major UX challenge of Veo was that the platform was meant to not only perform the gamut of TDA-native account functions, but also to interface with about a dozen external applications that had their own unique data types, nomenclature and UX.

After interviewing numerous internal and external stakeholders, I created a content solution for the Veo platform that allowed users to interact seamlessly with information from a wide range of sources. Additionally, I developed data-formatting and copy guidelines for all future versions of the site.

Used by thousands of registered investment advisors to manage hundreds of billions of dollars, the Veo One institutional investor platform nearly doubled the custodial funds parked at TDA from $300 to $600 billion.

In 2020, Veo One won a wealth management award for best technology from the publication "Wealth Management."