Merrill Edge Web Site
Create a data visualization for Merrill Edge customers that shows their progress toward saving for their dream vacations and college funds. The business team was reluctant to move away from the standard data presentation, but now they love the new view.
I created a circle chart that would fill as new funds get added to the accounts. On plan progress shows as green, and chart changes color if customers fall behind from yellow, to red to indicate a problem.
The chart was so successful that it is being used in other parts of the site for other fund cases and even equity stacks. It has become part of the branding of the tool kits for Merrill Edge.