Julia Barbosa - Principal Product Designer

Drove 23% of in-app account openings in 2021 by designing Fidelity's first prospect mobile experience.

Saved 121 rep hours and lifted pre-work engagement 250% by redesigning the pre-call experience.

Replaced Tableau with an analytics experience built around how advisors actually think.

Increased booked coaching sessions, designed within significant CMS constraints.

Designed Spire's external account linking, giving users their full financial picture in one place.

Optimized a local pizzeria's mobile web experience to drive online orders.

Vision Work

A concept for sharing stocks with friends and turning word-of-mouth into acquisition.

An exploration merging goals and account views into a single, unified tracking experience.

A concept for batch investing: add stocks, set amounts, invest in one action.