I redesigned Fidnet to make wealth advisory resources easier to navigate, use and turn into client-ready advice.
L'expertise qui renforce votre valeur, le conseil qui révèle votre impact.
Fidnet Redesign
Fintech platform · Product redesign · 2025
I redesigned Fidnet, a Harvest regulatory knowledge base for wealth advisors, to shift the experience from browsing endless document lists to finding clearer, more actionable answers. The goal was to reduce search effort, improve content discovery and help advisors move faster from question to decision.
The problem
Fidnet gave advisors access to a massive regulatory knowledge base, but not a clear answer. When they had a question, they faced endless document lists and had to read, sort and interpret the information themselves, turning a simple concern into a time-consuming search task.
What I changed
Three shifts that turned Fidnet from a document library into a sourced, decision-ready answer experience.
Answer-first experience
I shifted Fidnet from a document-first interface to an AI-generated answer experience.
Sourced answers
So advisors could quickly verify the reasoning behind each AI-generated response.
Trust signals
I added confidence cues, citations and source context to help advisors understand reliability of answers.
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01
Answer-first experience
I redesigned the experience around the advisor's question, not the document list. Fidnet now surfaces a clear AI-generated answer first, with sources available immediately.
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02
Sourced answer layout
To build trust, every answer was designed with visible sources, citations and context so advisors could verify the response before using it.
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03
Trust scoring system
A trust score based on source coverage, citation quality, answer confidence and consistency helps advisors gauge reliability.
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04
Search-to-answer workflow
The redesign changed the workflow from reading through regulatory documents to getting a sourced answer that advisors can quickly verify and use.
Answer-first experience
I redesigned the experience around the advisor's question, not the document list. Instead of starting with pages of results, Fidnet now surfaces a clear AI-generated answer first, with supporting sources available immediately.
Quel est l'age de départ à la retraite ?
En France, l'âge légal de départ à la retraite est actuellement de 62 ans pour les personnes nées à partir de 1955. Cependant, partir à cet âge ne garantit pas une retraite à taux plein. Pour obtenir une retraite à taux plein, il faut :
- Soit atteindre l'âge du taux plein automatique (67 ans pour les générations nées à partir de 1955)
- Soit avoir cotisé le nombre de trimestres requis (entre 166 et 172 trimestres selon l'année de naissance)
Il existe des dispositifs particuliers pour certaines situations :
- Retraite anticipée pour carrière longue (dès 58-60 ans sous conditions)
- Retraite anticipée pour handicap ou incapacité
- Régimes spéciaux pour certaines professions
Les règles peuvent varier selon le régime de retraite (fonction publique, régimes spéciaux, etc.) et des réformes peuvent modifier ces paramètres. Pour une situation personnelle précise, il est recommandé de consulter son relevé de carrière ou de contacter sa caisse de retraite.
Sourced answer layout
To build trust, every answer was designed with visible sources, citations and source context so advisors could verify the response before using it in a client situation.
Quel est l'age de départ à la retraite ?
En France, l'âge légal de départ à la retraite est actuellement de 62 ans pour les personnes nées à partir de 1955. Cependant, partir à cet âge ne garantit pas une retraite à taux plein. Pour obtenir une retraite à taux plein, il faut :
- Soit atteindre l'âge du taux plein automatique (67 ans pour les générations nées à partir de 1955)
- Soit avoir cotisé le nombre de trimestres requis (entre 166 et 172 trimestres selon l'année de naissance)
Trust scoring system
I introduced a trust score to help advisors understand the reliability of an AI answer. The score is based on source coverage, citation quality, answer confidence and consistency between the generated response and the supporting documents.
92%
AI Answer Trust Score
Search-to-answer workflow
The redesign changed the core workflow from manually reading through regulatory documents to getting a sourced answer that advisors can quickly verify and use.
Before
After
Impact
Measured improvements in answer speed, source verification and advisor trust after the redesign.
-87% time to find an answer.Search dropped from 15 min to 2 min.
82% average trust score.Advisors trusted answers after checking sources.
92% AI answer trust score.Calculated from coverage, citations and consistency.
+40% faster source verification.Sources checked in less time, with more confidence.