TD App Refresh and Search

In today's fast-paced digital world, users demand efficient and intuitive mobile banking experiences. To meet these expectations, this UX case study focuses on adding a transaction search function to the TD Banking app. The goal is to empower users with the ability to easily search and access their past transactions, enhancing convenience and providing a seamless user experience.

I’ve been a long time customer of TD and realized while there are some really great experiences with the native iOS application (namely a ton of functions like reward redemptions and customer care dialing), it does leave me wanting. Specifically two things: search, and a modern UI.

I look for specific transactions I might have made in the past for various reasons (whether its to cross reference expenses with what I put into Splitwise, or to track what I spend at specific stores throughout the month). Regardless after banking with a few other institutions I realized TD was the only one that didn’t have it. This could be for numerous reasons but for fun I endeavoured to design my own little search bar and give the UI a little makeover.

First, I genuinely wanted to validate if there was a need from other users. I polled my friends and family and surprisingly the numbers were pretty split with only 40% of respondents looking for specific transactions. The questions were phrased thusly: “Do you use your banking app to look at past transactions.” Of those that said yes, I followed up with, “do you look for specific transactions”. Of those people, only 40% said yes.

I started with a sketch breaking down some of the issues I saw with the app and how a bar could be integrated.

Three questions came up from this point..

Should there be filter functionality?

How far back can a user search?

Where should the search bar appear?

Is there a reason most other banks only allow you to search for posted transactions?

I elected to steal a lot from Scotiabank to be honest. Their app looks fantastic. Bright bold colours as opposed to TD’s current outdated gradient. This really does translate to a better experience for users because even though theres a lot to do on the UX architectural front, a modern look misdirects and get’s users overlooking those flaws.

After gathering inspiration I got to work on actually designing the elements.

Since this isn’t a formalized process I dove straight into the high fidelity mockups.

This was the final product:

Finally a comparison of the two outputs:

OLD

NEW