A critical vocabulary for recognizing and demanding better functional communications

1. Readability:
Design for comprehension
a critical vocabulary for recognizing and demanding
better functional communications
Matt DuBeau
Strategy Director, Customer Experience

3. Readability:
Design for comprehension
Purposeful manipulation of
degrees image
signs
text and of recognizable differences

4. Readability Context- Alignment
supporting, recogniz to support
able graphic order and
relationships
Intuitive but
not slavishly
conventional
way-finding
Juxtaposition
of related
elements
See it go “Look,” said Dick. See it go. See it go up.”
Emphasis
established
Jane said, “Oh, look! See it go. See it go up.”
with minimum
Well-
modulated
“Up, up,” said Sally, “Go of up, up.”
degree up,
spacing
difference

5. Critical vocabulary
Alignment
Emphasis
Scale
Collocation
Modulation
Hierarchy

6. alignment
There is no order without alignment.

8. emphasis
When everything is emphasized,
there is no emphasis.

11. scale
BIG DOES NOT EQUAL EASY TO READ
Legibility is key to readability

12. scale

13. scale
People read from left to right,
and sometimes need to find their way
back.

15. collocation
Put related things near each other
• Likely triggers with desired actions
• Explanations with the terms they explain
• Items in series or parallel levels

20. modulation
Scale
Space
Line quality
Color

26. hierarchy
1. Identity
2. Purpose and context
3. Required reaction
4. Summarized history bearing on current status
5. Explanation of history and status relative to
entirety of relationship
6. Contextual rules and agreements
7. Alternate reactions

31. Critical vocabulary
Alignment
Emphasis
Scale
Collocation
Modulation
Hierarchy

32. Readability
De-sign.
Eliminate irrelevant syntactic system as potential
Establish as small adifferences to controlpossible
interpretation.
to encompass necessary hierarchical relationships.

33. Readability?
Readability
Comprehension = Efficiency = $

34. Critical vocabulary
Alignment
Emphasis
Scale
Collocation
Modulation
Hierarchy

35. Account Detail
ACCOUNT NUMBER (14 digits) ACCOUNT NAME
RELATIONSHIP TEAM
PREFERRED
ROLE PACE NUMBER
CONTACT
Trust Officer*
Trust Assistant
1
Portfolio Manager, PPS
questions?
Strategic Portfolio Manager, PPS2
PCM*
PCA*
Other
*Required
1
Required to provide name of PPS, PM, or “Field” based PM. 2 Required if utilizing Team Model.
What is the Line of Business (LOB)?
Private Bank Middle Market Institutional
Institutional Advisory Solutions LOB #
CORE A-PWM (Emerging Wealth) Philanthropic Management LOB #
What is the Minor Account Type?
What was the source of the client referral?
BAI Commercial Bank Existing US Trust Client
External Advisor (Attorney, CPA, etc.) GCIB Premier
Retail Bank Self Sourced Other
Product Line Team Code (4 digits) Tier Level / Relationship Revenue: > $25,000 Revenue (1)
Specify the Primary GCI Number < $10,000 Revenue (3)
Specify the Family GCI Number $10,000 - $25,000 Revenue (2)
What is the Estimated Termination Date? / / and applicable Termination Reason?
What is the Termination Provision?
Death of the Grantor Partial Termination at stated Ages
Death of the Inc Bene (or other measuring life) Reference to happening of a stated event
Dynasty Trust in Perpetuity (Dynasty/Charitable) If Trust assets become deminimus
If applicable, indicate the tax-qualifying county for this account.
If this account is part of a relationship, provide the primary PACE Account number:
Please indicate the main account for combined tax reporting:
If this account is part of a relationship, provide the PM Relationship ID:
What is the governing state law for this account? (specify)
Does this fiduciary account have an assigned Tax ID number? Yes (specify) No Applied for by outside party
(provide number and attach proof of number):
Probate (Estates): Answer the following questions if this is a probate (estate) account.
What month will the tax year end? (NOTE: The default is 11 months after the date of death)
Specify Investment Objective: Principal Preservation (10) Balanced Income (11)
Current Income (12) Balanced (13) Balanced Appreciation (14)
Appreciation (15) All Equity (16) Balanced Return (22)
Account Considerations (18) All Real Estate (48) All Fixed Income (17)
No Investment Responsibility (N/A 90) To Be Determined (91) All Oil and Gas (49)
00-42-0092NSBW 07-2011 1

36. thank you