Designing B2B Saas Finance UI Solutions
Designing B2B Saas Finance UI Solutions
Designing B2B Saas Finance UI Solutions
Fidelity Investments® · B2B Finance
Fidelity Investments® · B2B Finance
Fidelity Investments® · B2B Finance

Confidential NDA
Confidential NDA
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.
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.
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
Role
Product Design UI & UX Design AI Integration
Product Design UI & UX Design AI Integration
Product Design UI & UX Design AI Integration
Client
Client
Fidelity Investments®
Fidelity Investments®
Fidelity Investments®
Space
Space
B2B Finance
B2B Finance
B2B Finance
Date
Date
Spring 2023
Spring 2023
Spring 2023



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.
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.
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.











