Fidelity Information Services Collateralized Loan Applications

Fidelity Information Services

is the largest technology provider to the global financial industry. and on the forefront of collateralized loan enterprise SaaS applications with few serious competitors, serving more than 20,000 clients in over 130 international banking and financial clients. As a principal UX UI designer working with the product team, I redesigned the key application, additional applications – UI, branding, styles, templates, mockups, all assets and provided documentation for development, adding new features regularly. As mendment voting posed extra challenges, I simplifed the process visually, kept focus, task flow and provided a highly usable UI to take the users through the intricate process of voting, signing and documenting amendments to loans.

The mobile app

After extensive research on financial mobile applications, I found that there was no comparable application. Thus, I became an advocate for developing a mobile version of the key application. Working closely with the product/division manager to refine and modify content, I provided visual mockups for envisioning creating a mobile application with limited content, and used jQuery to produce a working prototype for iOS and Android.

As the in-house Art Director

I created all marketing materials, ads, email blasts, and sales collateral – from concept through production with complete graphics and assets. For presentations and pitches, I provided mockups and demos; for all web applications, I created UX UI design, branding, icons, mockups, prototypes, demos, stylesheets, and all assets.