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‍Overview‍

Fidelity Investments

As a designer on the Health UX team, I focus on the Netbenefits.com enrollment experience for global companies and employees.

Working crossfunctionally on 4 agile teams at once, I contribute to defining and executing product strategy, guiding the design process to achieve business outcomes while collaborating heavily with product owners, design system and technology teams.
⌁ Product Design
⌁ User-Centered Design
⌁ Systems Design
Timeline
‍Apr 2024 - present
Tools
Skills
‍Product visioning
UX business strategy
Interaction design
Competitive analysis
Wireframing
Prototyping
Documentation
Design presentation
Sales demo
Team
‍Health UX
Health and Welfare (Fidelity health benefits, enrollment, life events)
Role
‍UX designer
Timeline
‍Apr 2024-present
Tools
Skills
‍Product visioning
UX business strategy
Interaction design
Competitive analysis
Wireframing
Prototyping
Documentation
Design presentation
Sales demo
Team
Health UX
Health and Welfare (Fidelity health benefits, enrollment, life events)

Background

Business Opportunity
In the current market, there is no centralized place to help users source and organize trusted and personalized recommendations.
User Problem
How might we address the challenge of users storing recommendations across various platforms, such as notes apps, Google Maps, and handwritten notes and help effortlessly organize recommendations across different areas of life?

Design Process

User Research

There was a lack of current perspectives in the space I was designing for. As a designer, I pushed to do research to gain confidence and mitigate the gap.
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From conducting 80+ survey responses and 10 interviews, I noticed young individuals who lacked knowledge to effectively manage their finances / wishing to improve this skill set.

Problem Statement

Competitive Audit

Identified Opportunities for Home Screen
To rework the experience of the native app, we wanted it to succeed at the following things:
Through iterative exploration rounds, we gathered feedback from 20 users and made data-driven decisions to refine the optimal solution.

Iteration

Ideation
To rework the experience of the native app, we wanted it to succeed at the following things:
Through iterative exploration rounds, we gathered feedback from 20 users and made data-driven decisions to refine the optimal solution.

Usability Testing

Our Users Value:

Final Solution

How Jane stores her Reccos

Users found this helpful in knowing exactly where all of their recs are.

Jane gives + receives a Recco within her micro-communities

With all of their friends in designated groups, users found it easy to know exactly who to ask for help with very specific needs. Even if they don't have a direct connection, they are able to ask in the micro-communities for leads

Jane searches for reccos

Users are rest assured that all the recommendations they search for here are from trusted and tested sources.

How prompts help jane while she’s on the Move

This is helpful for when users forget to document their activities, if they wish to create a reccos list.

Learnings

< A.I. Insurance Insured PortalNav.It FInancial Journey >
© 2023 Victoria Liang. All rights reserved.
© 2023 Victoria Liang. All rights reserved.