CLIENT

Fidelity Investments

PRODUCT

Fidelity Learning Center

ROLE

Visual & UX Designer

YEAR

2017 - 2018

Helping investors build their knowledge around financial topics via a unique learning model.

The Fidelity Learning Center is the educational wing of financial services firm Fidelity.com. Its mission is to inform, educate, and boost confidence around financial topics for Fidelity customers. Content is presented in the form of articles, videos, webinars, and infographics. There are also “courses” that provide a more structured experience around broader topics.

 
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The Problem

Our user research team uncovered a lot of issues with the current Learning Center:

  • There’s a lot of content but no engagement
  • About 200,000 people a month visit the Learning Center but many don't stick around or ever return.
  • Customers felt courses were not well-organized, and too hard to complete
  • Articles were complex and had much too jargon
  • Content not personalized and customers are stuck in content silo

The Challenge

Our team was tasked with helping to address some of these issues and move the overall needle in terms of increasing engagement, return visits, creating more of a guided experience, and making some of the more complicated topics more approachable and easier to consume.

My Role

I was a visual & UX designer on a team that included product owners, business analysts, a content strategist, a user researcher, and a front-end developer. I contributed to strategy and project management. I also created wireframes, prototypes, user journey maps, and mockups.

Original State

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Sketches

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Wireframes

Bootcamp Model

Magazine Model

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Courseware Model

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High-Fidelity Wireframes

Bootcamp Model

bootcamp.png

Magazine Model

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Courseware Model

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Final Concept

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Prototype

I built out a prototype for user testing and to model out some of the interactions and animations in Axure:

 Axure Prototype

Axure Prototype

 

Results

In pilot release program with 1000X Greenline Forum customers, actively soliciting feedback via OpinionLab and future qualitative user study to drive enhancements for MVP2.