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Fidelity Investment
- Fidelity Center for Applied Technology

Location: Boston
July 2022-Dec 2022

Design Team:
Yihao Kong - Design Lead
Josephine Holmboe - Design Manager
Tess Wilde - Project Manager 
Akanksa Upadhyay - Research Manager



 

Although I am unable to disclose the specific details of my work due to a non-disclosure agreement (NDA),

I am excited to showcase my learning journey, the methodology I employed, and the significant contributions I made during my time at Fidelity..

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Project Overview

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As part of the design team at the Fidelity Center for Applied Technologies, I focused on using human-centered design to develop educational solutions for young customers on building financial habits. This involved a series of collaborative workshops and user research activities that informed the design direction and enhanced user engagement.

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Key Contributions

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  • Design Workshops & Collaboration:

    • Actively participated in design workshops and sync meetings to identify key pain points and goals for financial education among young customers.

    • Leveraged a human-centered design research approach to generate actionable insights that guided design decisions.

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  • User Research & Testing:​

    • Conducted user tests that provided valuable feedback, enabling the team to make informed decisions and prioritize improvements effectively.

    • Developed a comprehensive user screener and interview script in collaboration with the head researcher.

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  • User-Centric Artifacts:

    • Created detailed user flows, personas, and empathy maps to gain a deep understanding of target users' needs, motivations, and behaviors.

    • These artifacts were instrumental in enhancing the team’s empathy for users and tailoring solutions accordingly.

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  • Design Deliverables:

    • Utilized tools like Adobe Illustrator, Adobe XD, Unity, and Figma to produce engaging storyboards, wireframes, and high-fidelity prototypes.

    • These deliverables effectively visualized design solutions, allowing stakeholders to provide meaningful feedback and make informed decisions.

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  • Stakeholder Engagement:

    • Presented the final design solution to FCAT, clearly articulating project objectives, insights, and proposed improvements.

    • Secured alignment and support from key stakeholders, paving the way for future development and implementation of the design solution.

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