RadliffDesign
© RadliffDesign

Investing Made Easier

— ROLE

Associate Creative Director


— DATE

2008 – 2013

This is a sample case study while leading a squad within our 30-person design team, managing one of Markit On Demand's largest clients. Business development was a regular occurrence as I honed my communication skills. I was placed in charge of our top client roster, with Schwab being our number one client. With the company having been acquired over time, Markit has evolved into what is now known as S&P Global. They still lead the industry as one of the top tier fintech design agencies creating investment experiences for the world's leading investing and financial companies.

With the top account on my roster while at the digital agency, I worked hard to create experiences that would modernize their presence and brand within their market. Each quarter we would pitch new work and ideas that we felt were innovative enough to keep them out in front of the competition.

Markit On Demand Pitch Book

Schwab Active Trader

Schwab was on the hunt for a new experience for their more active traders. The solution came out of the need surface components of information at different times, as well as move them to locations where it would catch a users attention. This active widget approach as the critical foundation for this more advanced investor tool. With quick symbol lookup and comparison, each page could be tailored to showcase relevant, important data for that particular investment.

Modern Trading

The active trader tool was created for the savvy day trader looking for more information that your average quotes and research page. After many rounds with the client and many interviews with customers, we landed on an evolving grid layout that would serve up content based on actions within the market, as well as news or information that would be relevant to their trading situation.

Broader Redesign

As part of the Active Trader work, the need to redesign other areas of their site grew. My team and I collaborated with the Schwab account team to find creative ways to bring the experience and styling of the Active Trader experience into other areas of their site.

OTHER NOTABLE ACCOUNTS