Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

User Experience ProcessMatthew Gessler, User Experience TeamMarch 08, 2012

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

Process Overview

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ConstructConstructDesignDesignDefinitionDefinitionConceptionConception

TaxonomyLow-Fidelity Prototype

Wireframes

HTMLUX Spec

ScopeUser Research

Use Cases

Usability TestingBranding

Visual Design

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

• UX best practice review

• Brainstorm concepts

• Develop taxonomy (card sort)

• Wireframes

• Low-fidelity prototype

• Task flows

• Visual design explorations

• User feedback

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ConceptionConception

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

• Scope: Agree on experience vision and define success with stakeholders

• Research user needs

• Define scope with stakeholders

• Usability test current platform

• Analyze usage stats

• Observational studies

• Journal studies, surveys, focus groups, advisory boards

• Mine / modify personas

• UX Vision

• Storyboard

• Use Cases

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DefinitionDefinition

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

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UX VisionThe Managed Accounts Portal will be a cutting edge platform for management of advisor-based investment products for non-Pershing custody business. This portal will offer an integrated end-to-end solution including proposal development, creation and maintenance of accounts, and ongoing monitoring and reporting services.

VisionThe Managed Accounts Portal will be a cutting edge platform for management of advisor-based investment products for non-Pershing custody business. This portal will offer an integrated end-to-end solution including proposal development, creation and maintenance of accounts, and ongoing monitoring and reporting services.

Research/User Case

PMAS

Advisor Dually Register Advisor

Non - PMASStoryboard

Home Officer Advisor Dually Register Advisor

DefinitionDefinition

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

• Usability testing

• Refine prototype

• Complete visual

design & branding

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DesignDesign

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

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DesignDesign

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

• High-resolution prototype

• Leverage component library in

creation of development

ready HTML, CSS and JS markup

• UX specification

• Usability testing

• User documentation

• Development Support

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ConstructConstruct

Your Business Without Limits®Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Member FINRA, NYSE, SIPC. Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. The information contained herein, including any attachments, is proprietary to, and constitutes confidential information of Pershing LLC. It may not be reproduced, retransmitted or redistributed in any manner without the express written consent of Pershing.

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ConstructConstruct