Project Overview

Since March 2024, I have been the Product Designer for GPTAdvisor, a startup launched in 2023 to harness the potential of Generative AI in the wealth management industry. My role involves designing across all phases, ensuring the platform delivers an intuitive and cutting-edge user experience to boost productivity for wealth managers.

The Challenge

• Design an AI-driven platform tailored to the unique needs of wealth management professionals.

• Continuously adapt to the fast-evolving landscape of artificial intelligence.

• Align the platform’s design with the existing branding guidelines defined by the marketing team.

Team and Collaboration

• Collaborated closely with cross-functional teams, including marketing, engineering, and product development.

• Delivered designs that balance business goals, user needs, and the latest advancements in AI.

Process

Design System Creation

• Developed a comprehensive design system to ensure consistency and scalability across the platform.

High-Fidelity Prototypes

• Designed ultra-realistic prototypes for client presentations, showcasing the platform’s functionality and potential.

Brand Creative Assets

• Created various brand assets to maintain a cohesive and professional visual identity.

Conversational Design

• Designed new features leveraging conversational AI, focusing on user-friendly interactions and enhanced productivity.

Iterative Design Updates

• Continuously refined and adapted designs to align with the rapidly evolving capabilities of Generative AI and emerging user needs.

• Delivered a polished and scalable design system, empowering the team to implement features efficiently.

• Produced visually compelling prototypes that strengthened client trust and accelerated stakeholder alignment.

• Enabled the company to remain agile and responsive in a dynamic AI-driven environment.

Outcome

Take aways

• Designing for an AI-driven platform requires adaptability and constant iteration to stay aligned with technological advancements.

• A solid design system and high-fidelity prototypes are essential for building trust with clients and ensuring efficient development.

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