Aitekz Finance is a specialist financial startup building an AI-powered platform for Independent Financial Advisers (IFAs). They hired me as the Lead UX and UI Designer for their flagship, pre-launch product. My expertise is directly contributing to a large-scale product launch that will help position Aitekz Finance as leaders in the very competitive wealth management industry.
Aitekz Finance is a startup business that converts financial information and data into actionable knowledge. They are building a best-in-class wealth management platform that provides IFAs with financial market insight, expertise, trends, and learning. The software uses AI to gather, analyse, summarise, and report on information from across multiple sources, including:
The platform presents data in a dashboard that IFAs can use to help advise their clients and make smarter decisions to reduce risk and increase investment returns. The software also goes beyond financial intelligence and provides automation, communications tools, learning opportunities, and risk management, all delivered in a way that lets IFAs use data in a fast and effective way with their clients.
Aitekz Finance did not have in-house design expertise. They needed a designer who could work onsite with their product team, including developers, project management, and a copywriter. I was also able to collaborate remotely with their executive team.
They wanted a designer who could understand the needs of their unique audience — IFAs and brokers, and who could help develop a high-class user experience across all devices and use cases.
It was also vital to get the platform ready for a large-scale product launch that would position Aitekz Finance as wealth management software experts.
Aitekz Finance had some clear goals for my work on their wealth management platform:
For Aitekz Finance to get the most value out of my services, it was important to combine my strong interest in finance with my design expertise to break down their goals and drive the design process through logical steps.
When designing a software platform, it is vital to balance information and activities with the right navigation and flow as the user accesses the software.
This meant we needed to develop user flows for the most important tasks, so we could build a simple, intuitive framework for the UX and UI.
As a result of this step, we established key functionalities and how users would access the software. This provided a clear vision for the intended design and helped us understand application and design challenges.
It’s important to give business analysts, developers, and testers early sight into what the finished platform may look like, as it’s much easier to comment on a specific design than an idea. We quickly moved to wireframing and prototyping to get specific feedback to refine the platform.
We used wireframing and prototyping across several different areas including the onboarding process, the dashboard, article pages, infobots, posts, and newsletters.
Here’s how we approached each one.
The emphasis here was on creating a fast and simple onboarding process. Since IFAs are often short on time, we needed to make the process quick, while still gathering the necessary information and highlighting key features. We did this through sharing how Infobots can benefit users and gathering key information to help understand and deliver on IFA goals and objectives.
The dashboard is the entry point into the platform. It needs to be attractive, relevant, easy to parse, and provide rapid access to important parts of the app. We focussed on providing real-time, critical information to platform users, personalising those details, and allowing them to take action.
We started by developing a clear visual hierarchy that broke the dashboard down into easily-understandable, manageable sections. These sections give IFAs the most important access and data they need without having to delve deeper into the app. Familiarity and muscle memory are important to a good user experience, as this helps users quickly find and act on relevant content.
We built common actions into the UI including bookmarking, sharing, copying, and content additions. This was combined with a simple fixed left-hand navigation to provide a common point of reference throughout the platform. Finally, we added a “recommended” section at the top of the app that allows for personalised, high-priority, or other relevant information to be shared effortlessly with users.
Article pages provide important context and insight to IFAs, so it’s vital to make reading articles as engaging as possible. We based the design on a grid system that reduced line lengths to optimise reading time and ease. We ran through several iterations of font type, size, weight, and spacing for the perfect reading experience, integrated media into articles, and provided clear CTAs for deeper insights.
Infobots are a major feature of the platform and help users to discover and read the best, most relevant new content. We developed predefined infobots that would be relevant to a wide range of users and provided quick and easy access to popular finance topics.
Users can easily create and customise their own infobots depending on IFA and client interests. Infobots can be defined based on certain parameters including interests, keywords, regions, and sources. We broke the infobot creation process down into simple, logical steps to make creating an infobot effortless.
IFAs can create and share posts directly from Aitekz Finance to social media platforms. We designed graphs and metrics to show comments, shares, clicks, and likes over time. We provide suggestions on what to share, when, where, and with whom. This helps IFAs build authority, reputation, and expertise.
This is a proof-of-concept function that Aitekz Finance plans to build on in future. We designed the ability to create professional, branded newsletters to further promote the IFA and their expertise. This provides personalised content that clients can share and enables easy creation through a guided step-by-step process.
We continually tested the platform with stakeholders and others to make sure it would meet user needs, and iterated on the results. This let us refine designs both across the app and in specific use cases to maximise engagement and customer satisfaction. Of course, this is just a starting point — the nature of platform and product improvement involves ongoing design, development, testing, learning, and iterating.
Aitekz Finance were delighted with the design, development, and functionality of their wealth management platform.
Most importantly, the professionalism and utility of the platform helped Aitekz Finance to raise additional funds to grow their startup further and help them launch the platform.
This project also enhanced my understanding and work with Aitekz Finance including:
If you’re building or enhancing a software platform, I can help. I bring truly user-centric design thinking, work effortlessly with your team, and help you realise the results you want.
Simon and I collaborated on the launch of a pub-tech tool for the financial market. I found Simon to be diligent, user focused and resilient in a classic startup environment where discovery and delivery were very much happening at the same time. Simon was very thorough when it came to understanding and meeting the business objectives.
– Lily Smith, Product Manager at Aitekz Finance
Hi, I'm Simon McCade. I help tech scaleups reduce the learning curve of their products, so they can increase free trial conversions.