PRODUCTS PORTAL
fidelity capital markets
Summary
As the Product Owner, Design Director, and Administrator of Products Portal, I oversaw virtually all aspects of the platform. An integral part of the workflows for many FCM internal groups and external clients, Portal combined a number of different tools into one hub:
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a full suite of post-trade analysis tools called "EX-RAY"
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a unique algo customization UI
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a full-service rotation wheel UI
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a robust reporting infrastructure
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a fully customized in-house invoicing platform, designed and built from scratch to meet the specialized needs of our billing team.
As the Product Owner, my role was to lead the Agile development team working on Portal. I defined the vision of the various parts of Portal, wrote the stories to translate that strategic vision into tactical pieces, oversaw the day-to-day Jira backlog, and provided testing and final sign-off for stories and releases.
As the Design Director, I managed the short and long-term visions for each of the products inside Portal, creating wireframes, conducting user-testing, and building detailed designs for projects that got the green light.
My administrative responsibilities included adding and removing both internal and users, managing access to account data, building client rotation wheels, and reconciling, creating, and sending invoices among other duties.
The first real designer to touch the 10-year-old platform, one of my highest priorities was updating the visual design of our communications with our clients. Our sales material, our onboarding docs, our standard daily and weekly reports, our invoices, none of it matched, and all were badly out of compliance with Fidelity brand standards. Daily and weekly reports were 90% of the platform's user- touchpoints, and it was sometimes hard to tell what company it was coming from.
Along with these responsibilities, I was tasked with overhauling our division's (Fidelity Service Bureau) financial reporting workflow from excel spreadsheets into something more professional. I built and maintained a complex Tableau dashboard combining seven different massive data sources, including daily trading data, client metadata, and our budget projections for each client per month and per trading day. Combining those data sources together for the first time gave the team insights into the daily trading activities of each client, allowing the client-facing reps a chance to react to clients who's trading had dropped off faster, and coincided with a nearly 50% increase in trading activity through the platform YOY.
Below are some projects I designed to enhance user workflows, for both internal users and external partners.
The report styles were badly out of date, even by institutional trading standards. Guided by Fidelity's internal branding rules, I created a new style for the Fidelity Capital Markets-branded reports sent out from Portal, reaching hundreds of clients every month. Additionally, I created a brand new modern style for Fidelity Service Bureau, distinct from the Fidelity Capital Markets styles.
Because we offer different brokers, we are in the unique position to compare those brokers' performance against each other. We developed an algorithm to predict future performance based on current Rotation Wheel weights vs. a baseline, and an alerting cadence to let you know when to update.
When I joined the team, managing client/broker rates and generating invoices for our brokers were incredibly time-consuming, manual tasks. Tracking complicated rate and fee structures in Excel and building invoices by hand was error-prone and took multiple people multiple days every month. I fixed it.