Designing B2B Saas Finance UI Solutions

Fidelity Investments® · B2B Finance

Confidential NDA

During this project, I conducted interviews with industry professionals to identify problem areas and generate actionable insights for UI concepts. Leveraging AI-driven tools, User-Research, and consulting Fidelity AI experts. My role involved creating test data to validate designs and developed prototypes to address critical pain points in B2B financial workflows. I worked closely with stakeholders and AI experts to ensure alignment with business objectives and usability standards.

Role

Product Design UI & UX Design AI Integration

Client

Fidelity Investments®

Space

B2B Finance

Date

Spring 2023

Dashboard Sidebar Close Up

By the completion of this project, I delivered impactful presentations and ensured a seamless project transition to Fidelity’s teams. The project outlined strategies with the potential to drive long-term business growth and enhance financial security for employees across various sectors through Fidelity’s industry partnerships.

Full Dashboard
Extracted currency modules
Full Dashboard with Sidebar

Through my work with Fidelity and collaboration with designers and AI experts, I strengthened my ability to apply emerging technologies to address complex user challenges through iterative digital product design. This role also provided an excellent opportunity to leverage my presentation and visual design skills to effectively communicate interface concepts to stakeholders and executives.


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