CLIENT

Fidelity Investments

PRODUCT

Portfolio Summary

ROLE

Visual Designer

YEAR

2016

Help newbie investor build a personalized investing strategy via an engaging tool.

We know trading is a key experience for a lot of Fidelity customers. But what about new customers that would like to try a hand at it? It can seem overwhelming and a little scary. How do you get even get started? Our challenge was to come up with a friendly, engaging wizard that would help new customers build a very simple investment strategy. Something lightweight that might help them get their feet wet—and help Fidelity gather data that could be useful in offering relevant tools and content in the future. This was the mission of our annual UXD hackathon in late 2016. We were asked to come up with some ideas, make some pictures, and then present them.

 
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To comply with a non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. The data and information in this case study is my own and does not necessarily reflect the views of Fidelity.

The Idea

You’ve just funded your Fidelity account. Great—let’s engage you right off the bat with a structured narrative experience called “Your Investing Story” that helps you pick securities, establish some baseline strategy metrics, and then save it for later reference. We'll also surface some tools, offer relevant next steps, and some incentives redeemable for free trades. Keep it inviting, friendly, and highly visual.

My Contribution

This was very much a team effort and I provided strategy, UX, and visual design support.

 

Workshop Session

Sketches

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Concepts

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