A speculative design project that reimagines how AI can support financial advisors and clients with personalised market explanations.
5+
Firms Contacting Company
34%
Website or portfolio engagement
100+
Partnership leads generated
In financial advisory, clients often feel anxious and confused when their portfolios underperform. They struggle to understand the reasons behind market changes, which can lead to frustration and mistrust. Advisors, meanwhile, are frequently caught off guard—having to reactively manage client concerns without real-time insights into their clients’ emotional or informational needs. This communication gap creates unnecessary tension on both sides: clients lack reassurance, and advisors lack proactive tools to respond effectively.
This speculative design project envisions an AI agent that bridges the gap between clients and advisors. The agent proactively explains to clients why their portfolio might be performing poorly, using clear and accessible insights. It reassures them, offering the option to contact their advisor for deeper discussion if needed. At the same time, it alerts advisors when clients may have concerns, giving them a chance to prepare thoughtful, data-driven responses. By supporting both sides, the AI agent fosters transparency, trust, and proactive communication, reimagining the future of financial advisory as more empathetic, informed, and collaborative.
The concept features two main user flows: for clients, the agent explains portfolio performance, reassures them, and offers to connect with their advisor; for advisors, it provides alerts when clients may have concerns and contextual insights to prepare better responses. The project visualizes a future where AI fosters trust, transparency, and proactive financial conversations.
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