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<h3>Overview<br></h3><p>In this project, I led the redesign of Fidelity's Portfolio Analysis tool to modernize and enhance the user experience. The goal was to create an interactive and educational platform that would guide users through their investment strategy options and provide a highly visual and interactive view of their investments and portfolio composition.</p><h3>Problem<br></h3><p>The existing tool had a fragmented user experience, limited drill-down capabilities, unclear calls-to-action, buried financial tools, and inadequate investing guidance. These issues made it difficult for users to effectively manage their portfolios and make informed investment decisions.</p><h3>My Contributions</h3><p>As the Senior UX Designer, I utilized Design Thinking, Wireframing, UX Design, User Research, and Prototyping to address these challenges. I conducted stakeholder interviews, listened to live support calls, and tested prototypes with customers to gather insights and validate design choices. My role also involved managing a small team to ensure cohesive project execution.</p><h3>Outcomes</h3><p>The redesigned tool transformed into an interactive, immersive experience that significantly improved financial literacy among users. It provided clear guidance and decision-making support tailored to individual investment styles, resulting in a more engaging and effective platform.</p><figure id="figure-9tnnzyvmk3lz79usko"><iframe id="9tnnzyvmk3lz79usko" src="https://www.youtube.com/embed/F19YmwCmnRA" class="w-full bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9" allow="autoplay; encrypted-media" allowFullScreen="" data-url="https://youtu.be/F19YmwCmnRA?feature=shared" data-corners="default" data-fullWidth="false"></iframe></figure><p><br data-mce-bogus="1"></p>

Using Data Visualization to Improve Financial Literacy

<h2>Introduction</h2><p>Artificial Intelligence (AI) is revolutionizing various industries, and one area where its impact is particularly noticeable is user experience (UX). AI is transforming the way users interact with technology, making it more personalized, intuitive, and efficient. In this blog post, we will explore how AI is shaping the future of user experience and the benefits it brings.</p><p><br data-mce-bogus="1"></p><h2>Enhanced Personalization</h2><p>AI enables companies to deliver highly personalized experiences to their users. By analyzing vast amounts of data, AI algorithms can understand user preferences, behaviors, and patterns. This allows companies to tailor their products or services to individual users, providing recommendations, suggestions, and content that are highly relevant to their needs and interests.</p><figure id="figure-9retqh19xwlqldfr5d"><img id="9retqh19xwlqldfr5d" src="https://images.unsplash.com/photo-1686191129343-3797314efc6b?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxOHx8QUklMjBwZXJzb25hbGl6YXRpb258ZW58MHx8fHwxNzAzNTM2MTQ2fDA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="AI personalization" class="object-cover bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9; object-position: center center;" data-corners="default" data-aspect="16:9" data-caption="" data-positionx="null" data-positiony="null" data-mce-src="https://images.unsplash.com/photo-1686191129343-3797314efc6b?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxOHx8QUklMjBwZXJzb25hbGl6YXRpb258ZW58MHx8fHwxNzAzNTM2MTQ2fDA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9; object-position: center center;"></figure><h2><br></h2><h2>Improved User Interfaces</h2><p>AI-powered user interfaces are transforming the way we interact with technology. Natural Language Processing (NLP) and voice recognition technologies have made voice assistants like Siri and Alexa possible. These interfaces provide a more natural and intuitive way for users to interact with devices, eliminating the need for complex menus or commands.</p><figure id="figure-fzi4voxahplqldfs2a"><img id="fzi4voxahplqldfs2a" src="https://images.unsplash.com/photo-1686191567929-102a1f8f387d?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxNnx8QUklMjB2b2ljZSUyMGFzc2lzdGFudHxlbnwwfHx8fDE3MDM1MzYxNDd8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="AI voice assistant" class="object-cover bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1686191567929-102a1f8f387d?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxNnx8QUklMjB2b2ljZSUyMGFzc2lzdGFudHxlbnwwfHx8fDE3MDM1MzYxNDd8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2><br></h2><h2>Intelligent Chatbots</h2><p>Chatbots have become increasingly popular in recent years, thanks to AI advancements. These virtual assistants can engage in human-like conversations, providing instant support and assistance to users. AI-powered chatbots can understand user queries, provide relevant information, and even perform tasks on behalf of the user, enhancing the overall user experience.</p><figure id="figure-541ogezpxulqldfsz0"><img id="541ogezpxulqldfsz0" src="https://images.unsplash.com/photo-1516192518150-0d8fee5425e3?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyMnx8QUklMjBjaGF0Ym90fGVufDB8fHx8MTcwMzUzNjE0OHww&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="AI chatbot" class="object-cover bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1516192518150-0d8fee5425e3?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyMnx8QUklMjBjaGF0Ym90fGVufDB8fHx8MTcwMzUzNjE0OHww&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2><br></h2><h2>Streamlined Customer Service</h2><p>AI is transforming customer service by automating repetitive tasks and providing faster, more accurate responses. Virtual customer service agents powered by AI can handle a wide range of inquiries, freeing up human agents to focus on more complex issues. This results in shorter response times, improved customer satisfaction, and cost savings for businesses.</p><figure id="figure-gvekikthbplqldfu2c"><img id="gvekikthbplqldfu2c" src="https://images.unsplash.com/photo-1525182008055-f88b95ff7980?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHw4fHxBSSUyMGN1c3RvbWVyJTIwc2VydmljZXxlbnwwfHx8fDE3MDM1MzYxNTB8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="AI customer service" class="object-cover bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1525182008055-f88b95ff7980?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHw4fHxBSSUyMGN1c3RvbWVyJTIwc2VydmljZXxlbnwwfHx8fDE3MDM1MzYxNTB8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2><br></h2><h2>Enhanced Product Recommendations</h2><p>AI algorithms can analyze user data to make highly accurate product recommendations. By understanding user preferences, purchase history, and browsing behavior, AI can suggest products that align with the user's interests and needs. This not only improves the user experience by reducing the time spent searching for relevant products but also helps businesses increase sales and customer loyalty.</p><figure id="figure-r5kdl6mwanlqldfusr"><img id="r5kdl6mwanlqldfusr" src="https://images.unsplash.com/photo-1491637639811-60e2756cc1c7?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyNHx8QUklMjBwcm9kdWN0JTIwcmVjb21tZW5kYXRpb25zfGVufDB8fHx8MTcwMzUzNjE1MXww&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="AI product recommendations" class="object-cover bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1491637639811-60e2756cc1c7?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyNHx8QUklMjBwcm9kdWN0JTIwcmVjb21tZW5kYXRpb25zfGVufDB8fHx8MTcwMzUzNjE1MXww&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2><br></h2><h2>Efficient Data Analysis</h2><p>AI enables businesses to analyze vast amounts of data quickly and efficiently. By leveraging machine learning algorithms, companies can gain valuable insights from user data, helping them make data-driven decisions and improve their products or services. This data analysis capability allows businesses to better understand their users, identify trends, and continuously optimize the user experience.</p><figure id="figure-t7zj3objsplqldfvuh"><img id="t7zj3objsplqldfvuh" src="https://images.unsplash.com/photo-1542744173-05336fcc7ad4?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxNXx8QUklMjBkYXRhJTIwYW5hbHlzaXN8ZW58MHx8fHwxNzAzNTM2MTUyfDA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="AI data analysis" class="object-cover bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1542744173-05336fcc7ad4?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwxNXx8QUklMjBkYXRhJTIwYW5hbHlzaXN8ZW58MHx8fHwxNzAzNTM2MTUyfDA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2><br></h2><h2>Automated Personal Assistants</h2><p>AI-powered personal assistants, such as Google Assistant and Apple's Siri, have become an integral part of our daily lives. These assistants can perform various tasks, such as setting reminders, sending messages, or even making reservations, based on voice commands. By automating these tasks, AI enhances user productivity and simplifies daily routines.</p><figure id="figure-xw1crq7rrlqldfwuu"><img id="xw1crq7rrlqldfwuu" src="https://images.unsplash.com/photo-1434030216411-0b793f4b4173?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyNXx8QUklMjBwZXJzb25hbCUyMGFzc2lzdGFudHxlbnwwfHx8fDE3MDM1MzYxNTN8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" alt="AI personal assistant" class="object-cover bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" data-mce-src="https://images.unsplash.com/photo-1434030216411-0b793f4b4173?crop=entropy&amp;cs=tinysrgb&amp;fit=max&amp;fm=jpg&amp;ixid=M3wyNjI5NjF8MHwxfHNlYXJjaHwyNXx8QUklMjBwZXJzb25hbCUyMGFzc2lzdGFudHxlbnwwfHx8fDE3MDM1MzYxNTN8MA&amp;ixlib=rb-4.0.3&amp;q=80&amp;w=1080" data-mce-style="aspect-ratio: 16/9;"></figure><h2><br></h2><h2>Conclusion</h2><p>AI is transforming the future of user experience by providing enhanced personalization, improving user interfaces, streamlining customer service, and enabling efficient data analysis. As AI continues to advance, we can expect even more innovative applications that will further enhance the way we interact with technology. Embracing AI-driven user experiences can help businesses stay competitive in today's fast-paced digital landscape.</p>

The Future Experience - How AI is Revolutionizing UX

<p>This project aimed to develop a mobile point of sale (POS) tool to empower sales associates with timely and accurate information, thereby enhancing their interactions with customers and boosting furniture sales in-store.</p><h3>Problem<br></h3><p>Sales associates faced several challenges, including slow terminals, difficulty in finding product information and images, limited inventory visibility, and inconsistent pricing between online and in-store offerings.</p><h3>My Contributions</h3><p>I conducted extensive research using user surveys, one-on-one interviews with over 15 sales associates, focus groups, and field observations. I was responsible for the visual design of screens and I also facilitated prototype testing to ensure the tool met user needs. My skills in UX research, user interface design, and data analysis were pivotal in identifying key pain points and crafting a user-centric solution.</p><h3>Outcomes</h3><p>The mobile POS tool enabled sales associates to quickly search for furniture items by brand, model number, or SKU directly from the sales floor. This led to a 10% increase in volume per sales ticket and a 32% increase in customer satisfaction, as associates could provide accurate inventory status and delivery times, significantly reducing customer frustration.</p><figure></figure><figure id="figure-y8vvv61l2ilq73rxun"><iframe id="y8vvv61l2ilq73rxun" src="https://www.youtube.com/embed/Q5xeKRbz4Is" class="w-full bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" allowfullscreen="" data-url="https://youtu.be/Q5xeKRbz4Is?t=10" data-corners="default" data-mce-src="https://www.youtube.com/embed/Q5xeKRbz4Is" data-mce-style="aspect-ratio: 16/9;"></iframe></figure><p><br></p><p><br></p>

Building a Mobile Point of Sale Tool for Enhanced In-Store Sales Experience

<figure></figure><p>Role: <strong>Sr. UX Researcher</strong></p><h2>The Challenge</h2><p>Design a high level snapshot for brands and retailers to view key business metrics about their current inventory and related sales activity.<br></p><p><br></p><figure id="figure-xgxgzdpr27lq5h9zn2"><iframe id="xgxgzdpr27lq5h9zn2" src="https://www.youtube.com/embed/vpY62Rx1GrE" class="w-full bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" allowfullscreen="" data-url="https://www.youtube.com/watch?v=vpY62Rx1GrE&amp;ab_channel=ChristineChristopherson" data-corners="default" data-mce-src="https://www.youtube.com/embed/vpY62Rx1GrE" data-mce-style="aspect-ratio: 16/9;"></iframe></figure><h3><br>The Solution</h3><p>A new executive dashboard for luxury brands and retailers providing full visibility into the total value of orders, orders in various states of completion, top selling styles, and top grossing retailers.&nbsp;</p><h3><br>Research Methods</h3><p class="">/ User Surveys<br></p><p class="">/ Hotjar<br></p><p class="">/ Prototype Testing</p><p class=""><br></p>

Case Study: Designing a SaaS Dashboard for Luxury Retail Brands

<figure></figure><figure></figure><figure>Role: <strong>Product Manager/UX Lead</strong></figure><div class="sqs-html-content"><h2>Challenge</h2>Design new features for GetLoci app to allow users to send/receive</div><div class="sqs-html-content">digital currency from peers, mint cryptocurrency, and purchase</div><div class="sqs-html-content">digital securities through an online crypto token exchange.</div><div class="sqs-html-content"><br></div><div class="sqs-html-content"><br></div><figure id="figure-y8vvv61l2ilq73rxun"><iframe id="y8vvv61l2ilq73rxun" src="https://www.youtube.com/embed/68dihutux2s" class="w-full bg-gray-100 rounded-lg md:rounded-xl lg:rounded-2xl" style="aspect-ratio: 16/9;" allowfullscreen="" data-url="https://www.youtube.com/watch?v=68dihutux2s&amp;t=34s" data-corners="default" data-mce-src="https://www.youtube.com/embed/68dihutux2s" data-mce-style="aspect-ratio: 16/9;"></iframe></figure><div id="collection-footer-5b96dd5703ce64bb7580bfca" class="sqs-layout sqs-grid-12 columns-12 collection-footer" data-layout-label="Collection" data-type="block-field" data-updated-on="1579919966369"><div class="row sqs-row"><div class="col sqs-col-12 span-12"><div id="block-yui_3_17_2_1_1539641903842_3597" class="sqs-block html-block sqs-block-html" data-block-type="2"><div class="sqs-block-content"><div class="sqs-html-content"><br></div><div class="sqs-html-content"><br></div><div class="sqs-html-content"><h3>Roles &amp; Responsibilities</h3></div><div class="sqs-html-content"><div class="sqs-html-content"><br></div><div class="sqs-html-content">/ Redesigned existing features for Pocket (wallet) , Currency Selector,</div><div class="sqs-html-content">&nbsp; and Loci Rewards tokens</div><div class="sqs-html-content"><br></div><div class="sqs-html-content"><div class="sqs-html-content">/ Designed user flows for trading, minting, and burning digital tokens</div><div class="sqs-html-content"><br></div></div></div><div class="sqs-html-content">/ Managed backlog and prioritized features for upcoming sprints</div><div class="sqs-html-content"><br></div><div class="sqs-html-content">/ Designed new features for minting Bitcoin, Peer Exchange, P2P&nbsp;</div><div class="sqs-html-content">&nbsp; Transfer and purchasing Loci GLOBAL securities</div><div class="sqs-html-content"><br></div><div class="sqs-html-content">/ Work alongside development team during implementation</div></div></div></div></div></div><div id="indexNav" class="index-item-navigation reveal-index-nav" data-content-field="navigation-indexNav"></div>

Blog

Using Data Visualization to Improve Financial Literacy

The Future Experience - How AI is Revolutionizing UX

Building a Mobile Point of Sale Tool for Enhanced In-Stor...

Case Study: Designing a SaaS Dashboard for Luxury Retail ...

Case Study: P2P Crypto Exchange