Case Study: Fennel - Empowering Retail Investors for Responsible Investing
This case study focuses on Fennel, a registered broker dealer that empowers retail investors to create change through their investments. Fennel provides a platform for users to buy and sell U.S. publicly listed stocks and ETFs confidently, while offering comprehensive ESG metrics, shareholder voting information, and real-time media sentiment tracking. This case study highlights the features and design principles of Fennel as it aims to revolutionize responsible investing.
- Duration: Ongoing project
- Role: Lead UX Designer
- Design Tools: Adobe XD, Figma, Miro
Retail investors often face challenges in accessing reliable ESG data, shareholder voting information, and comprehensive company analysis to make informed and responsible investment decisions. Furthermore, hidden fees and lack of transparency in the investment process undermine the trust of retail investors.
Fennel addresses these challenges by providing retail investors with a user-friendly platform that facilitates responsible investing. The platform offers a range of features including ESG metrics, shareholder voting information, real-time media sentiment tracking, and comprehensive financial data. Fennel prioritizes transparency, security, and accessibility to empower retail investors in their investment journey.
- Retail investors seeking to make responsible investment decisions: Access comprehensive ESG metrics and company analysis to align investments with personal values and push for positive change.
- Users interested in shareholder engagement: Stay informed about past and upcoming shareholder votes and exercise their rights as shareholders to influence corporate decisions.
- Investors looking for a transparent and accessible investment platform: Access reliable financial data, track real-time media sentiment, and manage investments without hidden fees or data privacy concerns.
Fennel, the responsible investing platform, aims to empower retail investors by providing them with comprehensive ESG metrics, shareholder voting information, and real-time media sentiment tracking. Through transparent pricing, user-friendly design, and robust security measures, Fennel seeks to establish trust and accessibility in the retail investing space, enabling users to create positive change through their investments.