Client: Fidelity Investments
Study Type: A/B Study with various UX metrics
My Role: Analyzed data from study, and made recommendations.
The Problem: Some Fidelity clients with brokerage accounts are unfamiliar with the industry terminology. This study evaluated three different designs which provide online help to users.
Recommendation (Conclusion): Based on the data, Version 1 (V1) is the most successful in delivering users the answers they seek, and should be implemented into the Fidelity website.
Every industry-specific term has a blue question mark next to it. The user clicks on the question mark for a definition of the term.
Similar to version 1, but the question marks only appear upon mousing over the term.
Clicking on the “Balance Definitions” button at the top of the screen brings up a list of all definitions, on a single screen.