Bank of the West
Automatic Investments
E*TRADE Examples
Automatic Investments
The Challenge
I was asked to provide a design that allows customers to transfer funds from external accounts and invest them on a regular basis.
This required connecting and synchronizing several different systems, from external institutions to our internal books & records system.
I was given the following diagram as a starting point:

My Role
I attended extensive operations meetings to understand how the various systems would interact and what the limitations would be.
I created a sitemap and wireframes based on these discussions. They served as a valuable reference as planning evolved.

The Result
The finished product hides the complexity of the back-end systems, and rolls several seperate requests into a single task.
The interface presents a range of potential options and restrictions in a clean and straightforward manner.
