Fidelity Investments

About

Fidelity Investments is a leading financial services firm offering investment management, retirement planning, and wealth solutions. It serves individuals, businesses, and institutions with innovative tools and insights.

Contribution

Led strategic UX initiatives to unify design across Android, iOS, web, and Figma to streamline workflows and improve accessibility. Co-led design token integration with development partners, reducing production time by 50% and increasing adoption rates of visual styles by 75% within 6 months.

Fidelity Design System

Overview

Fidelity Investments is launching the fourth generation of its design system to enhance scalability and cross-platform consistency. This initiative aims to support Android, iOS, and responsive web, enabling multi-brand theming and density mode for improved flexibility. The rollout is targeted for completion within six months, ensuring a streamlined design experience across products and platforms.

Problem

The lack of a unified design system has led to inconsistent standards across products, causing brand fragmentation and higher maintenance costs due to redundant component management and complex updates.

Solution

A unified design system aligned code and design with brand identity and accessibility, reducing redundant efforts and costs while enabling scalability, innovation, and multi-brand theming across platforms.

Result

Increased the adoption rate of visual styles by 75% with a style library to meet designers where they are to update design tokens in existing design files. Reduced design production for color modes by 50%, with design tokens passing AA for color modes.

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AdviceHub

Overview

AdviceHub is a platform that transforms outdated desktop tools, enabling associates to manage Fidelity's Managed Solutions relationships more effectively.

Problem

Advisors face inefficiencies due to fragmented tools and legacy systems, making client data access complex, increasing errors, and reducing service quality across 50+ disconnected processes.

Solution

By refining information architecture, we streamlined platform scalability, enabling smoother feature migration. We optimized navigation for a client-centric approach and enhanced user filtering to prioritize critical actions efficiently.

Result

By integrating client authentication across systems and streamlining workflows, tools were consolidated, reducing processes by 50% and enhancing efficiency, which enabled stronger client relationships.

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