Financial Training

Ameriprise (IDS)

Understand Investment Principles

IDS originated as a financial advisor company in Minneapolis. Today IDS is known as Amerprise.

These animations were originally designed and developed as part of an embedded training system created by IDS to help financial consultants as they work with clients to assess investment decisions.

Eight animations explained and demonstrated basic financial concepts, important investment principles, and transaction processes. This project demonstrated the potential of visualization to help abstract concepts become concrete and apparent for learners.

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ROLES
- Designer
- Director
- Script Co-Writer
- Animator

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EXTERNAL LINKS

Ameriprise

This animation visualizes the process of transferring mutual funds to another account. Since the value of mutual funds can change, there may be capital gains taxes to pay.

A generalized life-long investment strategy is visualized in this animation. It shows how a plan starts with secure funds, then progressively adds higher growth investments, which are the first to be withdrawn during retirement years.

Dollar cost averaging is a strategy to facilitate consistent investment and manage the fluctuating cost of shares over time. This visualization shows how the process works, and the savings that can be achieved.

This project included software simulations. The animations visualized the transactions that IDS financial advisors would be doing with their customers.