E*Trade: Magin Basics – Reading Account Balances

Web-based training for E*Trade inbound call center representatives.

One module of the training provides an overview of margin trading terms and concepts. The second module provides an overview of the proprietary application used to read account balances; it includes a demonstration and practice simulation.

Reinforcing E*Trade’s brand while delivering solid conceptual and procedural training, we had a lot of fun building this project. E*Trade representatives played customers calling in, we used a green screen to capture the video, and then placed video in graphic settings; i.e. A trucker calling from the road or a business woman calling from the office.

Needs Analysis

Task Analysis

Instructional Design

Project Management

Macromedia Authorware

Simulations

Adobe Premiere

Windows API calls

Main Menu for
Margin Account Basics

Main Menu for Reading Margin Account and Balance Screens

Activity Menu forReading Margin Account and Balance Screens
Terms Menu for
Margin Account Basics