digital. forward.

Roadmap

Merrill Edge Web Site

Challenge

Create a different style of chart for our Merrill Edge customers to view their Roadmap to saving for their dream vacations and college funds. This was a challenge to present to the business team since they are used to the standard formatting, but now they love it.

Solution

I didn’t want to do a simple bar chart, so I created a circle chart that would fill as the funds got added to the funds. The chart would change color if they fell behind from yellow, to red to convey a problem.

Result

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.