Fidelity
Role
Senior Product Designer
Category
- Finance
What I Did
- User Research
- Strategy
- Product Design
Access anytime. Anywhere.
Wealthscape is a mobile app from Fidelity Institutional that is designed to help Brokers/Advisors manage and grow their business and service their clients. They approached DEPT to redesign their app.
During this 5-month engagement, I helped define the mobile strategy of a once struggling legacy app to generate excitement to secure resources for its redevelopment. I worked closely with PMs, Fidelity’s Investor app mobile designer and Engineers to lead the design and strategy for the app.
The Challenges
User Research
To gain more insights on what users of Wealthscape want, I led 8 user interview sessions with Customer Service Managers.
What we learned
Simpler process
Opportunity to include and streamline account opening for mobile
Money movement
Money movement is a wanted feature of clients
Status updates
Clients want to be able to update and know the status of things
Internal platforms
Many clients are creating their own platforms
The New Wealthscape
Wealthscape’s new vision empowers you to save time, work more efficiently, and elevate the service you offer to your customers, all accessible from virtually anywhere.
Customizable Home
Personalized to help keep you informed on events and information relevant to you.
Account Profile
Stay up to date on how your client’s account is performing.
Remote Check Deposit
Greater ability to select where to invest your money with multiple account deposit.
4.8
New rating in the App Store
8
Clients that took part in feedback sessions
5
Months to conduct user research, develop new strategy and redesign app