page title - fidelity (financial services) fund search tool redesign

Information Architect (Jun 06 - Mar 07)

Fidelity International is the world's largest independent investment management organisation and a leading provider of financial services.

This project, which ran in tandem with the redesign of the 'Research funds and shares' section of Fidelity's UK website, was centred around redesigning the companies' fund search and selection tool - Fund Finder. This application is used by clients to choose investment funds from a range of over 1600 available through Fidelity's fund supermarket.

The objective was make this critical tool more useful to Fidelity's online client base. To achieve the desired user experience for novice, average and advanced users, major steps forward in the tool's usability, visual design, search filters, results page layout, and general technical functionality were required.

Responsibilities and tasks

Project result

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screenshot - Fidelity International Fund Finder tool

The resulting fund search and selection tool has made it much easier for both experienced and inexperienced investors to research and select funds for investment.

The inclusion of investor profiles is thought to be a first in the investment world, and the AJAX powered functionality has been a major benefit for the more advanced user.

The redesigned Fund Finder tool can be viewed at Fidelity International's UK website (external website).

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larger screenshot of Fidelity International's Fund Finder tool