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..
Project Overview
​
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.
​
​
Key Contributions
​
​
-
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.
-
​
​
-
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.
-
​
​​
​
-
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.
-
​​​
​
-
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.
-
​​
​​
​
-
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.
-