Inspiration
Through creating user journeys, the team identified the investor pain point on Fidelity.ca. We also conducted thorough interviews with the end-users, financial advisors, and Fidelity staff to understand the business model and current state. By leveraging empathy, we are driven to provide a solution to Fidelity.
What it does
- A goal-based onboarding process that has
- Aspiration-driven design
- Intuitive and gamified experience
- Educative to beginners to get started
- Completes the journey with tangible actions includes
- Connection to financial advisors via a recommendation system
- Directory to trading platform and resources to reinforce financial literacy
- Invites the existing user to revisit their goals on the website
How we built it
We started with strategizing We designed the prototype on Figma
Challenges we ran into
Iterations on the solution took some time as we conducted various interviews.
Accomplishments that we're proud of
In-depth understanding of the industry, Fidelity's business model and the problem. The team challenged our design skills.
What's next for Reimagining Fidelity.ca
The vision for the project is to create a collaborative ecosystem, supporting Fidelity to develop new investment products driven by machine learning. Overall the solution strengthens relationships between the three stakeholders. We will take action on conducting in-depth research to polish the web content and develop the site.
Built With
- figma
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