Fidelity Asset Management provides its clients with a comprehensive client portal, streamlining asset management and reducing the need for time-consuming phone calls and emails.
My Role
In my capacity as a UX Designer and Researcher, I played a pivotal role in improving our client portal, collaborating closely with a junior UX designer. Together, we developed an online payment system to enhance the client experience.
Project Summary
Recognizing the growing need for clients to seamlessly settle their invoices, we embarked on a project to integrate this feature into our client portal. The previous version lacked this functionality, resulting in a cumbersome, manual process characterized by a high volume of emails and phone calls.
The Challenge
Determining the optimal placement for the new payment system was our primary challenge. It was essential to seamlessly integrate it within the existing client portal and ensure user-friendliness. To address this challenge, I provided guidance and suggestions to the junior UX designer, sharing insights on best practices and design considerations.
Old Page
Solution
Together with the junior designer, I initiated several key enhancements. First, we restructured the account tab to accommodate a dedicated Billing section. Next, we introduced visually appealing grey cards, clearly displaying the Total Amount Due and promoting enrollment in Automatic Payments.
Additionally, we introduced a user-friendly table for invoice downloads and implemented a color-coded system with accessibility-conscious icons. These icons effectively notified clients of the status of their payments, whether outstanding or in process, allowing for immediate settlement of outstanding invoices.
Updated Page
Results
Asset management clients now have a convenient way to keep track of their invoices and make online payments at the touch of a button. This user-friendly enhancement not only streamlines the payment process but also significantly improves the overall client experience, reducing manual interactions and enhancing accessibility to critical financial information.