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Gregg M Elliott

617-872-5151 || greggmelliott@gmail.com

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Headlines that hook you,

flows that guide you through, and

systems that hold it together with a single voice across all screens

I work on the things you can't afford to get wrong: money, benefits, health.

Brands I've helped succeed

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 MY CRAFT 

First, I make you want it

Most financial products are hard to grasp. Years of writing to earn attention taught me how to fix that — clear, sharp, human words that make you want in.

LANDING PAGE

Web landing page for the Fidelity HSA

PRINT

Print ad for trade journal

EMAIL

Email promoting Merrill's Stock Story retail investing tool

 MY CRAFT 

Then, I help you get it

Wanting something is easy. Using it is where most products lose people. So once you're hooked, I turn the rest into clear steps you can follow — signing up, getting the most out of it, sticking with it. That's the UX content strategist in me.

EMAIL CAMPAIGN

Bank of America Email Campaign
Bank of America Email Campaign
Bank of America Email Campaign

Case study: Fidelity Health app

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Fidelity Health app iOS home screen

Fidelity Health app

Most people would rather ignore their health benefits. The language is dense, the stakes are personal, and the stress is high.

The Fidelity Health app flips that. It turns a chore people dread into something they can handle in a minute, right from their phone.

 

What I accomplished

I've been the lead content strategist on the app since its first releases, working across several Agile squads.


• Built the content system — the voice, the patterns, and the guardrails that keep every screen sounding like one product.
• Wrote every word, and partnered with design and engineering to build and test the flows, from the first release to what's shipping now.
• Steered all of it through legal, risk, and compliance.

 

What we delivered

Flows across iOS and Android that cover the whole benefits journey.


• Manage benefits, HSA, and FSA in one place.
• See plan details, and save or share benefit, prescription, and vaccination ID cards.
• Check balances, reimburse out-of-pocket costs, and pay providers directly.
• Make tax-deductible HSA contributions, upload receipts, and track payments.
• Find in-network providers and scan products to check what's eligible.

 

The Fidelity Assistant

The app includes an AI assistant for benefits, HSA, and reimbursement tasks. It doesn't generate answers — it matches a question to a pre-written, compliance-cleared response.

 

In a regulated space, every answer has to be human-written and approved before it ships. And that constraint is exactly what makes the content the product.

 CASE STUDY: FIDELITY HEALTH APP 

An AI-powered assistant where the content is the product

The Fidelity Assistant (FA) lives inside the Fidelity Health app. But it can't generate its own answers. Fidelity is a fiduciary, so every answer has to be reviewed and cleared by legal, risk, and compliance (LRC).

When approved content is the only thing the assistant can deliver, the content isn't a layer on the AI. It's the whole thing. So I built the framework for how it speaks — the structure, the voice and tone, a style guide drawn from Fidelity's brand, and the patterns that keep every answer sounding like the same assistant. The hard part: writing answers that clear compliance and still sound like a person, not a disclaimer.

Fidelity Assistant within the Fidelity Health app
Fidelity Assistant within the Fidelity Health app
Fidelity Assistant within the Fidelity Health app
Fidelity Assistant within the Fidelity Health app
Fidelity Assistant within the Fidelity Health app
Fidelity Assistant within the Fidelity Health app

 CASE STUDY: FIDELITY HEALTH APP 

Systems, instead of just screens

The easy way to write an app is one screen at a time. Each one looks fine on its own. But line up dozens of screens and the cracks appear: the same idea phrased three different ways, a label that means one thing here and something else there. Little by little, the app starts to fall apart.

So instead of writing screens, I built patterns. The Pay an expense and Reimburse yourself flows mirror each other on purpose — learn one, you know the other. And because the patterns are written down, a designer, a PM, or the next writer can add a new flow without breaking the voice. That's how the app grows without coming apart at the seams.

Fidelity Health iOS app reimburse yourself
Fidelity Health iOS app reimburse yourself
Fidelity Health iOS app reimburse yourself
Fidelity Health iOS app reimburse yourself
Fidelity Health iOS app reimburse yourself
Fidelity Health iOS app pay an expense
Fidelity Health iOS app pay an expense
Fidelity Health iOS app pay an expense
Fidelity Health iOS app pay an expense
Fidelity Health iOS app pay an expense

 CASE STUDY: FIDELITY HEALTH APP 

Flows that make the complex easy

The fastest way to lose a user is to ask for too much at once. Testing with our UX researchers proved it: several small steps beat one big one. Break down an action, give each screen a single job, and a daunting task becomes doable.

So I cut anything that isn't necessary. Every word earns its place. What's left is clear, fast to read, and still sounds like a person — questions and prompts that inform and encourage, not just instruct.

Then there's timing. The right detail shows up exactly when you need it — not a screen too early, not buried in an attachment you'll never open. That's the difference between confidence and second-guessing.

Fidelity Health app add a receipt flow
Fidelity Health app add a receipt flow
Fidelity Health app add a receipt flow
Fidelity Health app add a receipt flow
Fidelity Health app add a receipt flow
Fidelity Health app add a receipt flow

 CASE STUDY: FIDELITY HEALTH APP 

Guidance that benefits users and employers

When something big happens — a new baby, say — the app walks you through what to get ready for, and shows how your benefits apply.

That helps the person right when they need it — and it's good business. Most employers pay for benefits their people never touch, because nobody knows they exist. Tie the guidance to a real moment and those benefits finally get used. A new parent won't dig through a benefits brochure. But "here's what to do next"? That, they'll read.

The tricky part was keeping it honest. The second it feels like a nudge toward something you don't need, people check out. So the flow leads with your moment, not the company's goal — and the benefit becomes the answer to a question you were already asking.

Fidelity Health app Prepare for Parenthood checklist
Fidelity Health app Prepare for Parenthood checklist
Fidelity Health app Prepare for Parenthood checklist
Fidelity Health app Prepare for Parenthood checklist
Fidelity Health app Prepare for Parenthood checklist

Case study: Fidelity Health Thought Leadership website

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​​Goal: Turn expert research into something busy people actually want to read

Fidelity Health Thought Leadership produces serious benefits research — surveys, real data, sharp analysis of where health and benefits are heading. But the site described the research instead of telling a busy benefits leader why it mattered. Strong work was getting overlooked.

My job was the experience around the research: make a plan sponsor or HR leader feel, in the first few seconds, that it was written for them.

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 CASE STUDY: FIDELITY HEALTH THOUGHT LEADERSHIP 

​​​What I accomplished

I led content strategy for the site, building the experience around the research with the Thought Leadership team and my UX design partner.


• Set the site's voice, tone, and standards, drawn from Fidelity's brand.
• Wrote every word, from the homepage down.
• Built the content into Fidelity's design system — templates and components that keep it on-brand as the site grows.
• Advised the business on presenting dense research to benefits leaders, and made the case line by line.

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 CASE STUDY: FIDELITY HEALTH THOUGHT LEADERSHIP 

​What we delivered

A research hub built for benefits leaders, plan sponsors, and advisors.


• Find the insight without digging — the takeaway up top, the depth a click away.
• Read research framed around their goals — attracting talent, helping a workforce thrive — not Fidelity's.
• Move through a big, growing library that stays consistent and on-brand across every report.

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