← All work

Fidelity International

Lead Designer · 2017 – 2020

Led an 8-person team shipping Fidelity Wealth Expert across Germany, the UK and Japan.

Fidelity Wealth Expert: Your expected outcomes projection panel, the Fidelity Digital Wealth splash screen, and the Japanese risk-level-4 selection screen

→ The system

Global Digital Wealth operated as a startup-within-Fidelity, incubating multi-market digital wealth products against a $10.5 trillion addressable opportunity across ten countries. The same underlying capabilities had to work as both an internal alignment tool and a sellable B2B proposition for partner banks evaluating a white-label licence, one artefact, two audiences, different stakes for each.

→ What I owned

Managed an 8-person team shipping Fidelity Wealth Expert across Germany, the UK, and Japan, working with product managers, engineers, and market teams in each market.

Designed and built the internal GDW capabilities site, a working B2B sales instrument, and Fidelity’s Cloud Infrastructure Strategy site, the persuasion tool behind the 2020 cloud-migration case, leading internal and external decisions across a four-workstream, three-year engagement.

→ The outcome

Two strategic tools, designed and built end-to-end, that carried real internal and external decisions throughout the engagement.

Japanese-language risk tolerance flow: “Would you like to choose your own risk level or would you like our help?” intro, a portfolio breakdown donut chart, and the discretionary-investment-manager question
Japanese-language risk tolerance flow: “Would you like to choose your own risk level or would you like our help?” intro, a portfolio breakdown donut chart, and the discretionary-investment-manager question
Financial situation input flow: liquid assets of £95,000, a £250 monthly contribution, and the resulting “Good Financial Situation” summary
Financial situation input flow: liquid assets of £95,000, a £250 monthly contribution, and the resulting “Good Financial Situation” summary
German-language risk tolerance flow: “Ihre Risikobereitschaft” intro, a 38% Aktien Industrieländer recommendation, and the projected-outcome fan chart in Jahre
German-language risk tolerance flow: “Ihre Risikobereitschaft” intro, a 38% Aktien Industrieländer recommendation, and the projected-outcome fan chart in Jahre
Fidelity Wealth Expert desktop dashboard: Past performance bar chart across 6 to 20 years alongside best-year (12%) and worst-year (-4%) volatility panels
Fidelity Wealth Expert desktop dashboard: Past performance bar chart across 6 to 20 years alongside best-year (12%) and worst-year (-4%) volatility panels
Fidelity Wealth Expert desktop dashboard: Your expected outcomes fan chart with Above-average, Average, and Below-average scenario projections and risk profile summary
Fidelity Wealth Expert desktop dashboard: Your expected outcomes fan chart with Above-average, Average, and Below-average scenario projections and risk profile summary
Fidelity Wealth Expert desktop dashboard: Your estimated costs fee breakdown (fund, platform, and investment management charges) alongside the asset allocation donut chart
Fidelity Wealth Expert desktop dashboard: Your estimated costs fee breakdown (fund, platform, and investment management charges) alongside the asset allocation donut chart
Full Fidelity Wealth Expert flow map: 21 wireframe screens spanning onboarding, personal information, account activity, risk assessment, and the archived capabilities site
Full Fidelity Wealth Expert flow map: 21 wireframe screens spanning onboarding, personal information, account activity, risk assessment, and the archived capabilities site
Customer segmentation model: All customers, Distressed customers (50%), Upgrade (27%), New investors (31.5%), and Inspirational (12%) segments with their defining traits
Customer segmentation model: All customers, Distressed customers (50%), Upgrade (27%), New investors (31.5%), and Inspirational (12%) segments with their defining traits

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