Elevating the Money Check-Up Tool for Fidelity International

Fidelity International, a global investment management company, sought to enhance their retirement planning tools, including the Money Check-Up tool, across multiple regions.

Task

Revitalize an existing Money Check-Up tool to adhere to Fidelity's design system and enhance its functionality. Collaborate with the American sister company for global consistency while localizing the tool for the UK, Germany, Japan, and Hong Kong markets.

Actions

  • Collaborated closely with the US design team, providing design strategy for this and future projects.

  • Achieved a consistent design approach ensuring better alignment with the brand by aligning the tool with Fidelity's design system

  • Localized the tool for various markets while considering cultural nuances and audience preferences.

  • Implemented a mobile-first approach for improved accessibility and user experience.

  • Enhanced user appeal and engagement by creating a design that resonated more effectively with users.

Results

The Money Check-Up tool underwent a significant transformation, becoming harmonized with Fidelity's design standards and tailored to diverse global markets. The project showcased the power of design consistency and localization in creating tools that are not only functional but also resonate with users in diverse cultural contexts.

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