Financial News, Expert Insight and Investments App
Established in 1969, Fidelity Worldwide Investment manages over £160 billion for investors around the world. Fidelity offer 600 actively managed funds across all sectors, regions and asset classes, and provide support to their customers with 350 investment professionals working across 13 countries.
Working under Tobias & Tobias, we were challenged with designing an iPad app to help investors follow the markets, monitor funds and check individual’s investment accounts. The project involved simplifying complex filtering and analysis of data with news and information.
Overview
The Project
Fidelity was in the process of enhancing its mobile/digital offering to include tablet. Tobias & Tobias and myself as principal User Experience Architect, designed an app, for novice and experienced users, to provide the latest finance, business and stock market news as well as insights from investment experts and allow customers to check accounts and monitor funds.
The Problem
Novices and experienced investors and cannot keep on top of their investment portfolio from anywhere. This includes setting their investment goals and monitoring the performance of their ISA’s
Investors are unaware of their risk level across their portfolio and its cost.
With more and more investors looking for guidance, there is no online tool to give savers information all in one place.
The Opportunity
Encourage the consolidation of assets from existing customers
Enable existing customers to improve their portfolios
Acquire new customers through their consolidation from other providers
Obtain investment from new customers and increase wallet share for existing customers
Create a simple, highly engaging & interactive, easy to follow customer experience
