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Empowering Financial Advisors with AI Co-Pilots for Better Wealth Management

01 • 11 • 2023

Empowering Financial Advisors with AI Co-Pilots for Better Wealth Management

01 • 11 • 2023

Empowering Financial Advisors with AI Co-Pilots for Better Wealth Management

01 • 11 • 2023

Responsibilities

Spearheading the user experience design of TIFIN Sage & Helix, AI assistants intended to streamline financial workflows for wealth management professionals. Creating a unified design system that could be used across both these products and creating a seamless experience using the principles of conversation design.

Timeline

November 2023 → Present

Team

3 Designers, 2 Frontend Developer, 2 Backend Developer

Tags

UX Design

Product Strategy

Product Design

Design System

Conversation Design

Responsibilities

Spearheading the user experience design of TIFIN Sage & Helix, AI assistants intended to streamline financial workflows for wealth management professionals. Creating a unified design system that could be used across both these products and creating a seamless experience using the principles of conversation design.

Timeline

November 2023 → Present

Team

3 Designers, 2 Frontend Developer, 2 Backend Developer

Tags

UX Design

Product Strategy

Product Design

Design System

Conversation Design

Responsibilities

Spearheading the user experience design of TIFIN Sage & Helix, AI assistants intended to streamline financial workflows for wealth management professionals. Creating a unified design system that could be used across both these products and creating a seamless experience using the principles of conversation design.

Timeline

November 2023 → Present

Team

3 Designers, 2 Frontend Developer, 2 Backend Developer

Tags

UX Design

Product Strategy

Product Design

Design System

Conversation Design

Back

What is TIFIN.AI?

TIFIN.AI is the new phase of innovative fintech products and tools powered by artificial intelligence, helping financial advisors with client portfolios, exploring alternative investment options, and even bringing wealth management solutions to workplaces and the insurance industry.

The two products that I worked on within TIFIN.AI are -

Sage is an AI-powered investment assistant that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio.

Sage is an AI-powered investment assistant that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio.

User Goals -

As a financial advisor I should be able to -

  • Discover and compare diverse investment strategies tailored to my clients' unique goals

  • Understand relevant market data and trends that could impact my clients and inform my investment decisions

  • Receive personalised recommendations for my clients keeping in mind their investment objectives, portfolio constraints, risk tolerance etc.

  • Monitor all client portfolios in real-time, with a clear view of key performance metrics and holdings and have access to suggested actions based on market trends and client goals

Overview of the old experience

  • Visual Harmony: Inconsistent padding and spacing across elements create a cluttered look. We wanted to establish consistent spacing guidelines for a cleaner and more organised user interface.


  • Component Consistency: Variations in the design of basic elements like buttons, input fields, and cards make the platform feel disjointed. Implementing a consistent design system will ensure a unified and intuitive user experience.


  • Colour Accessibility: The heavy reliance on orange for navigation and chat accents limits opportunities for visual hierarchy and might present accessibility challenges for some users. We wanted to explore a broader color palette that balances user experience and accessibility best practices.

Process and Approach

Streamlining Development with a UI Template

To ensure a consistent and user-friendly experience across our conversational AI platform, we developed a comprehensive UI template for developers. This template provides clear guidelines for -

  • Content Formatting: The template outlines best practices for text formatting, defining paragraph breaks, and chat bubble sizing for optimal readability.

  • Responsive Layouts: Detailed specifications guide the behaviour of UI elements across different screen sizes and resolutions, guaranteeing a seamless experience for all users.

Building a Robust Component Library for Efficiency and Consistency

In an effort to maintain visual consistency and accelerate development across our conversational AI platform, we created a comprehensive component library. This library houses a collection of reusable UI elements, including newly designed chat bubbles and input fields. Each component comes with predefined behaviours and interaction patterns, ensuring a uniform user experience and streamlining the development process.

Design Principles

The challenge for designers is to make interactions with digital systems feel less robotic and more personal, creating systems that succeed on human terms. Hence we wanted to embody these design principles -

Goal Oriented

Keeping the user engagement poignant and outcome driven is crucial and leveraging context will enable you to reduce much of the friction of the transaction.

Anticipate & Adapt

Anticipating user needs based on the context of the conversation and adapting in accordance to the desired outcome is key to a success.

Reflect & Pull

Designing an experience, using the method of pull, create cues, directions or clear instructions on how to get the conversation where you want it to go.

Anticipating User Needs for a Seamless Experience

We designed our platform to understand user intent and respond accordingly. For instance, when a user asks a broad question, we proactively offer multiple avenues based on potential needs. Consider the scenario where a user inquires about the impact of a portfolio change. Instead of a single response, the platform might ask: "Would you like to see a list of clients who might benefit from this adjustment?" This proactive approach clarifies user intent and streamlines the conversation.

Principles Applied

Goal Oriented

Anticipate & Adapt

Anticipating User Needs for a Seamless Experience

We designed our platform to understand user intent and respond accordingly. For instance, when a user asks a broad question, we proactively offer multiple avenues based on potential needs. Consider the scenario where a user inquires about the impact of a portfolio change. Instead of a single response, the platform might ask: "Would you like to see a list of clients who might benefit from this adjustment?" This proactive approach clarifies user intent and streamlines the conversation.

Principles Applied

Goal Oriented

Anticipate & Adapt

Anticipating User Needs for a Seamless Experience

We designed our platform to understand user intent and respond accordingly. For instance, when a user asks a broad question, we proactively offer multiple avenues based on potential needs. Consider the scenario where a user inquires about the impact of a portfolio change. Instead of a single response, the platform might ask: "Would you like to see a list of clients who might benefit from this adjustment?" This proactive approach clarifies user intent and streamlines the conversation.

Principles Applied

Goal Oriented

Anticipate & Adapt

Guiding Users with Clear Prompts and Suggestions

We ensured users always have a clear direction to follow in the conversation. The platform suggests insightful follow-up questions that might align with the user's potential interests. This encourages them to explore related topics and delve deeper into the conversation.

Principles Applied

Anticipate & Adapt

Reflect & Pull

Guiding Users with Clear Prompts and Suggestions

We ensured users always have a clear direction to follow in the conversation. The platform suggests insightful follow-up questions that might align with the user's potential interests. This encourages them to explore related topics and delve deeper into the conversation.

Principles Applied

Anticipate & Adapt

Reflect & Pull

Guiding Users with Clear Prompts and Suggestions

We ensured users always have a clear direction to follow in the conversation. The platform suggests insightful follow-up questions that might align with the user's potential interests. This encourages them to explore related topics and delve deeper into the conversation.

Principles Applied

Anticipate & Adapt

Reflect & Pull

Personalization Through Dynamic User Interfaces

We went beyond just text-based interactions to create a more personalized user experience. By utilizing modular components, we can assemble these elements in various combinations, ensuring an outcome-driven experience that aligns with each user's specific goals and interests.

Principles Applied

Goal Oriented

Anticipate & Adapt

Personalization Through Dynamic User Interfaces

We went beyond just text-based interactions to create a more personalized user experience. By utilizing modular components, we can assemble these elements in various combinations, ensuring an outcome-driven experience that aligns with each user's specific goals and interests.

Principles Applied

Goal Oriented

Anticipate & Adapt

Personalization Through Dynamic User Interfaces

We went beyond just text-based interactions to create a more personalized user experience. By utilizing modular components, we can assemble these elements in various combinations, ensuring an outcome-driven experience that aligns with each user's specific goals and interests.

Principles Applied

Goal Oriented

Anticipate & Adapt

Eliminating Uncertainty from Onboarding to Ongoing Exploration

We prioritised user clarity from the very beginning. During onboarding, we outlined the steps needed to unlock the platform's full potential. This eliminates any initial uncertainty and ensures users feel confident navigating the platform.

Furthermore, we've implemented a readily available "What can I ask Sage?" call to action within the input field. This feature presents users with a list of potential prompts, fostering exploration and eliminating the fear of getting lost in the conversation.

Principles Applied

Reflect & Pull

Anticipate & Adapt

Eliminating Uncertainty from Onboarding to Ongoing Exploration

We prioritised user clarity from the very beginning. During onboarding, we outlined the steps needed to unlock the platform's full potential. This eliminates any initial uncertainty and ensures users feel confident navigating the platform.

Furthermore, we've implemented a readily available "What can I ask Sage?" call to action within the input field. This feature presents users with a list of potential prompts, fostering exploration and eliminating the fear of getting lost in the conversation.

Principles Applied

Reflect & Pull

Anticipate & Adapt

Eliminating Uncertainty from Onboarding to Ongoing Exploration

We prioritised user clarity from the very beginning. During onboarding, we outlined the steps needed to unlock the platform's full potential. This eliminates any initial uncertainty and ensures users feel confident navigating the platform.

Furthermore, we've implemented a readily available "What can I ask Sage?" call to action within the input field. This feature presents users with a list of potential prompts, fostering exploration and eliminating the fear of getting lost in the conversation.

Principles Applied

Reflect & Pull

Anticipate & Adapt

Enhancing Client Management Experience

We wanted to reimagine the client page experience by moving beyond traditional table layouts. To prioritise actionability and user experience, we implemented a novel approach: interactive client cards. Inspired by mobile contact books, these cards provide a familiar and intuitive interface for managing client information on a web platform. Additionally, the inclusion of quick filtering capabilities empowers users to efficiently locate specific clients within their portfolio.

Principles Applied

Goal Oriented

Enhancing Client Management Experience

We wanted to reimagine the client page experience by moving beyond traditional table layouts. To prioritise actionability and user experience, we implemented a novel approach: interactive client cards. Inspired by mobile contact books, these cards provide a familiar and intuitive interface for managing client information on a web platform. Additionally, the inclusion of quick filtering capabilities empowers users to efficiently locate specific clients within their portfolio.

Principles Applied

Goal Oriented

Enhancing Client Management Experience

We wanted to reimagine the client page experience by moving beyond traditional table layouts. To prioritise actionability and user experience, we implemented a novel approach: interactive client cards. Inspired by mobile contact books, these cards provide a familiar and intuitive interface for managing client information on a web platform. Additionally, the inclusion of quick filtering capabilities empowers users to efficiently locate specific clients within their portfolio.

Principles Applied

Goal Oriented

Made in collaboration with Hamilton Lane Helix by HL is an AI assistant that simplifies private market investing and empowers wealth advisors to navigate private markets with confidence.

Made in collaboration with Hamilton Lane Helix by HL is an AI assistant that simplifies private market investing and empowers wealth advisors to navigate private markets with confidence.

We designed this product by drawing on established design patterns and learnings from Sage. While maintaining a familiar user experience that aligns with the TIFIN.AI brand, we've implemented subtle design variations to establish a distinct visual identity for this specific product. This approach fosters a sense of cohesion within the TIFIN.AI product suite while ensuring a unique user experience tailored to the specific functionality of this new offering.

Streamlined Navigation for an Immersive Conversation Experience

  • Collapsible Navigation: A collapsible navigation bar minimizes screen real estate when not in use, ensuring the conversation window remains the primary focus. Users can easily access navigation elements when needed, but the interface prioritizes the ongoing dialogue.

  • Dynamic Drawer: A dynamic drawer provides contextual information relevant to the current conversation. It can also display popular questions at any point, allowing users to explore related topics without disrupting the flow of the conversation.

Principles Applied

Anticipate & Adapt

We designed this product by drawing on established design patterns and learnings from Sage. While maintaining a familiar user experience that aligns with the TIFIN.AI brand, we've implemented subtle design variations to establish a distinct visual identity for this specific product. This approach fosters a sense of cohesion within the TIFIN.AI product suite while ensuring a unique user experience tailored to the specific functionality of this new offering.

Streamlined Navigation for an Immersive Conversation Experience

  • Collapsible Navigation: A collapsible navigation bar minimizes screen real estate when not in use, ensuring the conversation window remains the primary focus. Users can easily access navigation elements when needed, but the interface prioritizes the ongoing dialogue.

  • Dynamic Drawer: A dynamic drawer provides contextual information relevant to the current conversation. It can also display popular questions at any point, allowing users to explore related topics without disrupting the flow of the conversation.

Principles Applied

Anticipate & Adapt

We designed this product by drawing on established design patterns and learnings from Sage. While maintaining a familiar user experience that aligns with the TIFIN.AI brand, we've implemented subtle design variations to establish a distinct visual identity for this specific product. This approach fosters a sense of cohesion within the TIFIN.AI product suite while ensuring a unique user experience tailored to the specific functionality of this new offering.

Streamlined Navigation for an Immersive Conversation Experience

  • Collapsible Navigation: A collapsible navigation bar minimizes screen real estate when not in use, ensuring the conversation window remains the primary focus. Users can easily access navigation elements when needed, but the interface prioritizes the ongoing dialogue.

  • Dynamic Drawer: A dynamic drawer provides contextual information relevant to the current conversation. It can also display popular questions at any point, allowing users to explore related topics without disrupting the flow of the conversation.

Principles Applied

Anticipate & Adapt

Empowering Portfolio Decisions with Intelligent Recommendations

We prioritised informed investment decisions through a robust recommendation engine. This engine analyses a client's portfolio and generates personalised recommendations, considering factors like potential wealth growth, liquidity impact, and investment style nuances.

To further enhance the recommendation experience, we leveraged the dynamic drawer. This feature displays key client portfolio details alongside configurable input parameters for the recommendation engine. This allows users to:

  • Gain Context: View essential portfolio data within the recommendation workflow.

  • Refine Recommendations: Adjust input parameters to tailor recommendations to specific investment goals and risk tolerance.

Principles Applied

Goal Oriented

Reflect & Pull

Empowering Portfolio Decisions with Intelligent Recommendations

We prioritised informed investment decisions through a robust recommendation engine. This engine analyses a client's portfolio and generates personalised recommendations, considering factors like potential wealth growth, liquidity impact, and investment style nuances.

To further enhance the recommendation experience, we leveraged the dynamic drawer. This feature displays key client portfolio details alongside configurable input parameters for the recommendation engine. This allows users to:

  • Gain Context: View essential portfolio data within the recommendation workflow.

  • Refine Recommendations: Adjust input parameters to tailor recommendations to specific investment goals and risk tolerance.

Principles Applied

Goal Oriented

Reflect & Pull

Empowering Portfolio Decisions with Intelligent Recommendations

We prioritised informed investment decisions through a robust recommendation engine. This engine analyses a client's portfolio and generates personalised recommendations, considering factors like potential wealth growth, liquidity impact, and investment style nuances.

To further enhance the recommendation experience, we leveraged the dynamic drawer. This feature displays key client portfolio details alongside configurable input parameters for the recommendation engine. This allows users to:

  • Gain Context: View essential portfolio data within the recommendation workflow.

  • Refine Recommendations: Adjust input parameters to tailor recommendations to specific investment goals and risk tolerance.

Principles Applied

Goal Oriented

Reflect & Pull

Streamlined Fund and User Administration

Considering the nature of the platform we designed a comprehensive set of tools managing private market funds and user permissions. This admin instance offers a centralised hub for:

  • Fund Management:
    Add, edit, and remove private market funds available to advisors on the platform.
    View a comprehensive list of all available funds.

  • User Management:
    Manage advisor access at an enterprise level, granting or revoking permissions as needed.
    Add and remove advisors from the platform.

  • Data-Driven Insights:
    Access key metrics displayed at various hierarchical levels, providing administrators with a clear view of platform usage and performance.

Principles Applied

Goal Oriented

Anticipate & Adapt

Streamlined Fund and User Administration

Considering the nature of the platform we designed a comprehensive set of tools managing private market funds and user permissions. This admin instance offers a centralised hub for:

  • Fund Management:
    Add, edit, and remove private market funds available to advisors on the platform.
    View a comprehensive list of all available funds.

  • User Management:
    Manage advisor access at an enterprise level, granting or revoking permissions as needed.
    Add and remove advisors from the platform.

  • Data-Driven Insights:
    Access key metrics displayed at various hierarchical levels, providing administrators with a clear view of platform usage and performance.

Principles Applied

Goal Oriented

Anticipate & Adapt

Streamlined Fund and User Administration

Considering the nature of the platform we designed a comprehensive set of tools managing private market funds and user permissions. This admin instance offers a centralised hub for:

  • Fund Management:
    Add, edit, and remove private market funds available to advisors on the platform.
    View a comprehensive list of all available funds.

  • User Management:
    Manage advisor access at an enterprise level, granting or revoking permissions as needed.
    Add and remove advisors from the platform.

  • Data-Driven Insights:
    Access key metrics displayed at various hierarchical levels, providing administrators with a clear view of platform usage and performance.

Principles Applied

Goal Oriented

Anticipate & Adapt

Sahil Deepak © 2024