Fidelity Investments
Bond Ladder Research Tool
In this advanced financial management tool, I was tasked to create an experience that was significantly more educational, as well as simpler, for the user to navigate independently.
Participation: Visual Designer on UXD Team
Project: Bond Ladder Research Tool
Company: Fidelity Investments
The initial tool page has a set of questions that the user must fill out to get the best search results.
Through many iterations and a large amount of user testing, we found that a system of educational drop-downs had the best accuracy and was, overall, a much simpler system than the previous.
A visualization of the results helps users understand the information coming back to them.
Though content heavy, this view allows investors to view all the necessary information needed to make buying decisions. Users are able to change results on the "refine your search" section to the left.