Client
TDAmeritrade

Role
➺ Product Design
➺ Art Direction

✴︎ The brief

Connecting human finance

TDAI had a pre-established campaign name the Human Finance Project. Within the project were 600+ RIAs committed to working by the Fiduciary Model. It was our job to bring together RIAs and clients.

The Human Finance Project was created to bring to light the idea that trust, simplicity and stability forms better relationships between RIAs and investors. This trust is backed by the Fiduciary Model. With a campaign having lived for over 2 years, we created a vehicle to bring together RIAs who sincerely wanted to help others and investors who wanted a better life but also someone who ‘got them.’

From this, came the Human Finance Connector—a site that matched investors with their ideal RIA based on a series of qualities and traits including things they’re passionate about, what they value in life and how they approach the world.

✴︎ The solution

We created the site with matching in mind. Through a series of initial setup questions, we gathered information from investors based on what they valued most, ultimately leading to an RIA who ‘just got them.’ The site is modern with a user experience focused on guided prompts and easy navigation.