Before this transformation, TD’s wire origination process relied on an aging Lotus Notes system and dot matrix printers, requiring employees to manually enter transaction details, print documentation, and validate transfers through cumbersome workflows. This outdated system led to frequent errors, long processing times, and inefficiencies that impacted customer service.

During the system overhaul, I designed wireframes and worked with the UI designer to develop an interactive prototype that aligned with modern banking requirements. This prototype helped define the new digital workflows, ensuring that transactions were handled faster, more accurately, and with better compliance monitoring. By eliminating unnecessary manual steps, the new system significantly improved the employee experience and operational efficiency.