UI Design, 11 Weeks

Fisher Investments

Fisher came to Fantasy wishing for assistance with creating a completely new web experience for their users. The primary goal of the experience is to assist those in pre-retirement as well as in retirement to better plan their financial future while in retirement age.
View live
Breadth 4

Process

MVP & Future Roadmap
Experience Concepting
Brand Audit
Prototyping
Competitive Analysis
Comparative Analysis
Journey Mapping
Feature Ideation
User Testing
User Interviews
Usability Testing
Visual Design
Exploration
Illustration Concepting

Team

UI Designer Keeley Laures
UI Designer
Kim Anderson
UX Designer Ricardo Medina
UX Designer Tom Acker
UX Intern Syeda Mahbub
Content Writer Jenny Cribb
Project Manager Megan MacMillan

Role

UI Design Intern
Illustration Art Direction
Visual Direction
Concepting

Timeline

11 weeks

My Role

I came into the project after the initial MVP user set had experienced the website for about 2 months.

As a result, there were findings in which the UI/UX needed to be iterated upon. I worked on the landing page, scenario builder UX updates, loaders, and did quick fixes.

Part of doing the quick fixes included learning how to work within a design system and helping it grow, as well as making sure everything was fully responsive and desktop/mobile friendly.

The MVP

A MVP (minimum viable product) is a process for creating a production-ready product based on collaboration with users that undergoes continuous iterations and improvements until a “final” product is created. It is mainly based on quantitative data and qualitative customer feedback.

To strengthen our design process, we created a MVP to help identify friction points and evaluate values the product has on Fisher Investments and its customers.
Versions of the MVP
Versions of the MVP

Landing page, Scenario Builder, & Loader

Landing page versions
LP
Breadth 4
LP
Scenario Builder
Scenario Builder
Loader example
Loader

The Outcome

Moodboard
Look & Feel Moodboards
Direction 1
Direction 1
Direction 2
Direction 2
Direction 3
Direction 3
Breadth 1
Illustration Narrative & Style exploration
Design system
Design System
GIF
Create A Profile from the LP 
GIF
Update Scenario
GIF
Overview of One's Scenario's

Phase 2

Quick Fixes
Overview of each page and module
Breadth 3
After having a version live for a few weeks and getting feedback from users, we found there were some quick UX and UI updates we could make to enhance the experience.

My Takeaways

Prior to Fisher Investments, I've never fully worked within a complete design system. With this opportunity, I learned how to establish a design system and help it grow, all while considering information hierarchy and learning how the user consumes content.

The LP of this project was also an important feature, and during its exploration and implementation, I learned how to create a page narrative and visual story. While doing so, I also got to know what it's like to collaborate with a producer, content, and developer team.