Designing for
confidence and trust

ABOUT

Fidelity Investments helps 40+ million people feel more confident in their most important financial goals, manages employee benefit programs for nearly 23,000 businesses, and supports more than 3,600 advisory firms with innovative investment and technology solutions to grow their businesses.




KEY ACTIVITIES
01.
Researching competitors / documenting best-practices.
02.
Creating highly interactive prototypes.
03.
Driving design from wireframes to polished visual designs.
     


PROBLEM

Fidelity's login screen offered too many links resulting in many locked accounts and thousands of customer support calls.


OPPORTUNITY

Increase customer satisfaction and reduce customer support calls by simplifying the login experience.


RESPONSE

As lead product designer, I was responsible for:

  • Owning the end-to-end design (user flows, interaction, visual design).
  • Creating prototypes for user research.
  • Designing an intuitive, accessible, and frictionless login experience.
  • Leading design reviews with key stakeholders from product, engineering, research, marketing and content strategy.

OUTCOME

A consistent login experience that spans across the organization. Authentication rates have increased by 4%. For each 1% improvement, Fidelity saves approximately $1.5 million dollars annually.


DELIVERABLES
  • Competitive analysis
  • Design specs
  • Prototype for user testing
  • User flows
  • Visual designs
  • Wireframes

Moving from wireframes into polished visual designs.



Designing, prototyping, and testing new features.



Moving from wireframes into polished visual designs.



Moving from wireframes into polished visual designs.



Moving from wireframes into polished visual designs.
KEY METRICS

4%+

Increase in authentication rates.

            

$1.5M+

Savings/year for each 1% improvement.


TESTIMONIAL

"Hugo was assigned to my project and on his first day, we shipped him off to Salt Lake City to attend a 3 day requirements session. He was on the hook for a HUGE project. He jumped right in and made contributions immediately. He is diligent and detail oriented, can juggle multiple balls in the air, and always has the client's satisfaction front and center."