Fidelity FCC Advisor Portal
UI&UX - Design System - Research
I travelled out to Toronto, to talk through their requirements and run a series of workshops to engage with key stakeholders, define who would be using the platform and map out an MVP.
They had an existing portal that was dated and had limited functionality, so this was an opportunity to add value to their existing platform.
In preparation we performed various other forms of re-search such as interviews with advisors, customers, and stakeholders, competitor analysis and market re-search against other services across different regions.
From speaking to advisors and customers, we began to see re-occuring problems, such as:
- They both wanted to be able to customise the portal
- Customers felt the existing portal was dated and hard to navigate
- There was an appetite to outsource this service to other advisory firms
From speaking to advisors, we soon began to see how they use the existing portal and what sort of tasks they perform. I began to capture and map these out which helped to begin building a simple architecture to work from.