Jonathan Kardos
All work

Product leadership & strategy

Fidelity Spire

I helped lead product strategy for Fidelity Spire, including key aspects of design and development. This separately-branded app targeted novice investors through simpler research and trading, goal-based investing, and tools and education tailored to each customer’s needs.

Role
Product Leadership, Product Strategy
Dates
2020 launch
Fidelity Spire provisional screen: assets and progress toward savings goals
Fidelity Spire decision tool: comparing the impact of contributions toward different goals
Tracking goals & exploring tradeoffs

App experience

Fidelity Spire provisional screen: assets and progress toward savings goals
Tracking assets & goals
Fidelity Spire decision tool: comparing the impact of contributions toward different goals
Goal-based decision tool

Welcome & account selection

Fidelity Spire welcome screen introducing investing and trading, with login and signup options
Welcome · Invest and trade
Fidelity Spire account selection showing managed investing and cash management options
Choosing an account

Check deposit & App Store feature

Fidelity Spire mobile check deposit with IRA rollover options and demo account values
Mobile check deposit · Demo account
Fidelity Spire listed in the App Store Finance category under Apps We Love
App Store · Apps We Love

Supporting captures

Fidelity Spire provisional screen: emergency-fund promotion over the goal tracking experience
In-app promotion
Fidelity Spire trading advertisement presented as an angled card
Trading promotion
Next project

Fidelity Go+ mobile