Uncover ai-powered insights
explore how the ai-driven tool was designed to simplify investment research. learn how the project focused on increasing ai adoption among portfolio managers through user-friendly features.
Addressing adoption hurdles
The project aimed to integrate AI into investment research for portfolio managers. Initial objectives focused on enhancing research speed and accessibility.
Unveiling user insights
The research phase involved interviews with investment advisors, user journey mapping, and competitor analysis. Key pain points identified included complex data queries, onboarding delays, and unclear AI feature value.
Crafting an intuitive interface
The project focused on improving user experience and AI feature adoption. The design strategy centered on a conversational interface, enabling natural language queries. Key features included prompt suggestions, global search, and customizable reports.
Delivering impactful solutions
Led the product design of an AI-driven insights tool. Focused on simplifying user onboarding and driving adoption of AI features. Delivered high-fidelity prototypes for chat interfaces, onboarding flows, prompt libraries, and customizable views.
Achieving measurable results
Designed a conversational interface to enhance AI feature adoption. This resulted in a smoother onboarding experience and reduced friction, strengthening market position within the AI-for-finance sector.
Visualizing a fintech aesthetic
This case study details the design of an AI-powered insights tool aimed at accelerating investment research. The project focused on enhancing user experience and promoting AI feature adoption.
View the interactive showcase
browse a visual gallery featuring screenshots of the chat interface, onboarding flows, prompt libraries, and customizable views. discover how visual elements showcase the ai tool’s functionality.
