Banking · Trading app

Toronto Dominion Bank

Empowering private clients with a cutting edge trading app.

TD Bank wanted to prevent attrition to fast growing competitors and give its financially literate private clients sophisticated tools to make informed investment decisions, its first such app.

Outcome

A trading app downloaded 100,000+ times at 4.5 stars.

100,000+

Downloads of the launched trading app.

4.5 stars

Average rating from thousands of customers.

Native build

Deep integration across multiple critical systems.

TD private client trading app
The challenge

TD wanted to prevent attrition to fast growing competitors and give its financially literate clients sophisticated, intuitive tools to make informed decisions, an app that visualised vast functionality and diverse data sets simply, under rigorous compliance and security demands.

The approach

Leading cross disciplinary teams across product strategy, UX, digital design and software engineering, we developed a bespoke UX system to simplify complex workflows and built the app natively, integrating deeply with critical systems and passing rigorous compliance, security and penetration testing.

What I delivered
  1. A state of the art native trading app for private clients.

  2. A bespoke UX system simplifying complex trading workflows.

  3. Deep integration across multiple critical systems.

  4. Rigorous compliance, security and penetration testing passed.

The impact

A highly successful app, downloaded over 100,000 times at an average 4.5 stars, that retained TD’s client base and reinforced its leadership in private client services.

Sector

Banking and financial services

Role

Programme Director

Services

All: product strategy, UX, design & engineering

Markets

Canada