Internship, UX/UI Design, User Research
Fidelity Investments (FCAT POC)
Overview
A finance tool aimed to help those who live alone achieve financial independence.
Executed the full UX design process to create a proof of concept designed to catalyze innovation across the Fidelity Center for Applied Technology. With the rise in people living alone, we focused on building a product that would help improve this population's financial literacy and confidence.
Role
Human-Centered
Design Co-op
Timeline
6 months
(July–Dec '23)
Team
2 Designers
1 Business Analyst
1 Software Engineer
Project
NDA (FCAT POC)
My Impact
01
Delivered proof of concept MVP within 6 months, in collaboration with cross-functional experts throughout research, analysis, and design stages
02
Defined project scope, problem space, and conducted user research and data analysis using Usertesting.com, Miro, Monday.com, and Figma.
03
Conducted in-depth research to understand consumer pain points and background. When innovating, all of our work was guided by our overarching problem space.
Timeline
Research
Testing and Analysis
Ideation
Prototyping
July
Aug
Sept
Oct
Nov
Dec
Internal Research
External Research
Google Design
Sprint
Unmoderated
Interviews
Data
Synthesis
Moderated
Interviews
Competitive Analysis
Ideation
Data Synthesis
Wireframing & Prototyping
Research
UX Design
Internal Fidelity Reports
Initial stakeholder meetings
Defining our problem space and user
Creating hypothesis
Screener and discussion guide
Interviews (10+)
Affinity mapping
Problem space refinement
Crazy 8s
Solution sketching
Journey mapping
User flows
Storyboarding
Visual style guide
Creating screens
Prototyping
Final presentation
Learnings
01
Structuring stakeholder meetings with a clear objective and requests. Instead of going too deep into the work we completed and how we achieved XYZ each week, I maintained meeting efficiency and interest by setting up meeting priorities to narrow focus and feedback.
02
Explaining the why instead of the process. Guided by the Simon Sinek Golden Circle, I learned to communicate the purpose and significance of my findings during stakeholder meetings to ensure adherence to user and business needs.
03
Being pro-active and creating without boundaries. As an intern cohort, we were granted the autonomy to define our project scope and direction with the overarching objective of creating an innovative out of the box solution. We worked closely and iteratively with experts to challenge the status-quo and current market of solutions.
My Experience & Takeaways
My internship experience was characterized by immersive hands-on learning, dynamic collaboration with cross-disciplinary teams, and a multitude of opportunities for innovative thinking. I feel privileged to have had worked alongside a diverse group of talented experts within this innovative incubator, and I am so thankful for the personal and professional growth I've achieved during this six-month period.
All of my work during the co-op is under NDA.
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