A Seasoned, Dependable Wordsmith:
Nonfiction Books and Articles; Apps and Digital Content
Rethinking Money Movement. Client feedback drove the redesign of the deposit and transfer features at TD Ameritrade. The re-engineered solution led to easier asset transfers , timely account information and simplified ACH transfers for the company’s clients, as well as industry recognition for our hardworking Agile team. Curious about how we introduced these important features?
A Rewiring Strategy. Thanks to apps like Zelle and Venmo, cash transfers are everyday occurrences. Wire transfers, however, are typically high-value transactions that seem complicated to novices. Unclear steps can raise anxiety about the potential for costly mistakes. When we started work on TD Ameritrade’s new responsive platform, it was time to clarify the process so that users knew exactly how to make a wire transfer.
There’s an App for That Too. Freelancers and their business clients can use this app to set up, manage and communicate about shared projects. As we prepared for a design review from the product owner, my UX design partner sent this initial draft of the screens used to set up accounts and create projects. My job was to flesh out a content strategy with our Figma software. The strategy had to consider the needs of users with different comfort levels with technology (based on user personas), be clearly worded, suggest needed changes to the design flow, and spot anything the designer missed. To keep the product owner well informed, it also had to mention research that could improve the app or point out coding issues we might encounter.
A New Card Game. Not so very long ago, any company that wanted this bank’s commercial credit card was forced to fill out lengthy paper forms for each employee—yes, paper. Thankfully, the bank developed a successful app that’s reduced processing time from days to hours. Customers lined up to run the software through its paces during pilot tests. Since the early tests were encouraging, we shifted our focus to supporting customers who wanted an even faster method: uploading data about 50 cardholders in a single file.
I Know What You Did That Summer. The design and the wireframes were finished. What Prudential needed was copy—and quickly. The ambitious timeline gave me only a few months to write value propositions for a consumer and three business-to-business landing pages (institutional, advisor, and employer), along with multiple sections for each, and get them all approved. I thrive on deadlines; it was an enjoyable few months of writing.
My Other Claim to Fame. It was hard to believe, but I checked. Hardly any life insurance firms had a way for someone to file an online claim back then. Prudential planned to be one of the first, and they wisely upped the ante by pairing this new online service with copy that gently addressed the practical needs of beneficiaries. I researched, planned and wrote content on funeral planning, emotional support and other helpful items. I only wish it had a better name (this one wasn’t my idea).
The Wells Fargo Wagon. When Wells Fargo merged its mortgage and home equity businesses, I led a small team rewriting 500-plus webpages. We struggled toward an overly ambitious deadline while learning new design templates and struggling with new style and voice guidelines. Somehow, I also contributed a baker’s dozen of these tutorials to guide a consumer’s home-financing journey.
Digital Troubleshooting. Too many of the people we turned down for home equity loans had the same problem: they didn’t understand what a lender wanted in an application. The solution—which we tested, revised and retested—put a speed bump in the application process by explaining the requirements simply, along with access to a few helpful tools.
Launching an Early Digital Newsletter. In the heyday of AT&T’s new corporate website, I enjoyed writing and managing the monthly editorial calendar of a fledgling email newsletter that promoted emerging tech and consumer services. It was a fun job that also involved inventing the promotions that built a 100K-subscriber base in two years.
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