Redesigning a legacy retirement planning experience. Five product releases. Used by 9,000 advisors daily & 4 million unique planners annually.

Summary:

I led an end-to-end redesign effort for a legacy retirement planning experience, one of the top 20 most utilized experiences on Fidelity.com. During my time as lead designer, we released an MVP version to a pilot group of advisors with 5 more fast follow releases to improve upon the experience and release to a wider audience.

Role:

Lead UX Designer

Skills:

+ Collaboration with Stakeholders

+ User Experience Design

+ Visual Design

+ User testing/research

+ Prototyping

+ UX QA

Design Team:

+ Myself

+ Supporting UX Designer

+ Product owner

+ 3 Client Solution Business Analysts

+ 2 Systems Analysts

+ Team of engineers

Retirement analysis page BEFORE redesign

Retirement analysis page AFTER redesign

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Fidelity Investments: UX work on advisor tools in financial planning & advice services