↳ Challenge

Fidelity's new robo advisor platform, B2B engagement, Design Systems and services. Financial Wellness iOS App.

Summary

Launch of Fidelity's digital advice & discretionary investment product using a collection of MoM solutions, technology products, digital components & capability teams to support it's businesss and partners in creating truly successful wealth management offerings.

Role 
Lead Product Designer

credits ↴
Vitan Boranov - Senior Designer
Tolga Kilnic - Senior Designer
Amy Mullin - UX Lead

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We built the product for 3 different regions UK, Germany & Japan.

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I spearheaded a study to identify usability issues, performance gaps, and user dissatisfaction to improve the overall understanding and alignment with KPIs. Leading the project transformation from a Product UX UI point of view working closely with business.

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We engaged in several B2B partnerships to offer investment solutions, technology products, digital components, and specialized capability teams to Fidelity's partners.

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Wealth expert services fed into Global design systems whilst serving other parts of the business

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Rollout to Japan after rigorous testing to ensure market fit.

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UX

At GDW, we revolutionized Fidelity's approach, blending innovation with tradition in investment solutions and digital services. With centralized propositions and digital advice, we tapped into vast markets like the UK, Germany, and Japan, meeting evolving needs and regulatory demands with tech-driven solutions.

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