Fidelity Youth App
Senior Product Designer
I led the end-to-end design of the app’s investing experience, transforming a feature-led flow into an education-first approach—reducing risk, building parental trust, and driving 71% activation.
Key Deliverables:
E2E UX Flow Chart Prototype User Testing Stakeholder Interview Design Handoff Document
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The problem
Teens desire financial literacy but lack resources.
They're interested in earning, managing cash flow, and saving for immediate goals like buying a car or going to college, as well as for significant life events like purchasing a home or planning for early retirement.
Some turn to online sources, but many lack responsible guidance for financial literacy.
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The solution
Utilizing Fidelity's pre-existing debit card/cash management and investment mobile platforms
Tailoring content for teens at different financial literacy levels, with a focus on optimizing user experience. Additionally, ensuring parents can easily oversee teens' financial and investment activities.
Providing bite-sized learning opportunities contextually, such as cash spending insights, mini-onboarding for the first time investors, jargon busters and videos.
The Design Process
From Discovery to the Design Recommendation
Click on slides to expand the images
