User Experience: Scottrade

Challenge

Scottrade, already an online brokerage leader in Investor satisfaction and value, sought to deliver cutting-edge, industry-leading technology to their base of 1.2 million customers. Scottrade selected Perficient based on our extensive experience in delivering customer self-service solutions that exceed users’ expectations.

Solution

Perficient, collaborating with Scottrade, took a user-centered approach to redevelop the entire trading platform, resulting in a comprehensive investing solution driven by the needs of the individual investor.

Features Integrated feedback mechanism that allows customers to send feedback and suggestions instantly from any site location Interactive watch lists and stock alerts that provide customers with up-to-the-second investment news and account information Customization features that allow customers to set up their account information and trading tables to meet their unique viewing preferences Portfolio accounting by GainsKeeper allows customers to efficiently track gain and loss data More customer self-service support through searchable Help Center and Education Center

Benefits Live updates help investors make sound decisions Ability to more effectively track investments Visual graphs illustrate account performance over a variety of time periods New design enables users to accomplish their most important and most frequently performed tasks directly from the home page Improved search functionality allowing customers to search for quote by partial ticker symbol or company name More streamlined navigation makes it easier to find information