Fidelity Information Services SaaS Applications

MY ROLE: Principal UX/UI Product Designer, Art Director

Fidelity Information Services is the largest technology provider to the global financial industry on the forefront of collateralized loan enterprise SaaS applications, with few serious competitors, serving more than 20,000 clients in over 130 international banking and financial clients. Working with the manager and the product team, I redesigned the key applications: researching, creating concepts, UI, branding, iconography, styles, templates, mockups and all assets; providing documentation for development; adding new features regularly with user guides for these. As mendment voting posed extra challenges, I simplifed the process visually, kept focus, task flow and provided a highly usable UI to take the users through the intricate process of voting, signing and documenting amendments to loans.

The mobile app: After extensive research on financial mobile applications, I found that there was no comparable application. Thus, I became an advocate for developing a mobile version of the key application. Working closely with the product/division manager to refine and modify content, I provided visual mockups for envisioning creating a mobile application with limited content, and used jQuery to produce a working prototype for IOS and Android.

As the in-house Art Director I created all marketing materials, ads, email blasts, and sales collateral – from concept through production with complete graphics and assets. For presentations and pitches, I provided mockups and demos; for all web applications and new products, I directed and created UX UI design, branding, icons, mockups, prototypes, demos, stylesheets, and all assets for existing and new products.

RESULTS: Best of class Enterprise Applications