Designing Wealthy AI:
Smart, Simple, and Seamless UX for Financial Workflows
A case study on integrating AI into an existing advisor workflow
Designing Wealthy AI:
Smart, Simple, and Seamless UX for Financial Workflows
A case study on integrating AI into an existing advisor workflow
Company
Wealthy.in
Duration
1 Month
Industry
Wealth Tech
Challenge
Challenge
Integrating a conversational AI into a live fintech product comes with both excitement and responsibility. Our team set out to embed an AI assistant named “Wealthy AI” nto the existing Wealthy Partner App, a platform used by financial advisors. The goal was clear: streamline complex advisor tasks using AI while preserving the app’s familiar, efficient workflow. In this case study, we walk through how we approached this challenge, from identifying where AI could add value to crafting a seamless user experience that enhances (and doesn’t disrupt) the advisor’s journey.
Integrating a conversational AI into a live fintech product comes with both excitement and responsibility. Our team set out to embed an AI assistant named “Wealthy AI” nto the existing Wealthy Partner App, a platform used by financial advisors. The goal was clear: streamline complex advisor tasks using AI while preserving the app’s familiar, efficient workflow. In this case study, we walk through how we approached this challenge, from identifying where AI could add value to crafting a seamless user experience that enhances (and doesn’t disrupt) the advisor’s journey.
Integrating a conversational AI into a live fintech product comes with both excitement and responsibility. Our team set out to embed an AI assistant named “Wealthy AI” nto the existing Wealthy Partner App, a platform used by financial advisors. The goal was clear: streamline complex advisor tasks using AI while preserving the app’s familiar, efficient workflow. In this case study, we walk through how we approached this challenge, from identifying where AI could add value to crafting a seamless user experience that enhances (and doesn’t disrupt) the advisor’s journey.
Problem Statement
Problem Statement
Where and How? : Where and how to introduce AI? We needed to pinpoint the parts of the advisor’s journey where an AI assistant would be genuinely useful.
Avoiding over-engineering : It was crucial that the solution remain simple and intuitive. We didn’t want to overwhelm users with a high-tech gimmick. The AI had to feel like a natural extension of the app, not a complicated new module that adds friction..
Keeping the flow simple: Even with powerful AI capabilities under the hood, the interaction flow needed to stay straightforward. Advisors should get answers or perform tasks faster than before meaning the UI for AI must be minimalist and clear, fitting into the existing design language.
Ensuring feedback loops: Since AI isn’t perfect (it might fetch imperfect results or misunderstand queries), we needed a robust feedback mechanism. This would both help users feel in control (they can correct or rate the AI’s response) and provide data for us to improve the system over time..
Where and How? : Where and how to introduce AI? We needed to pinpoint the parts of the advisor’s journey where an AI assistant would be genuinely useful.
Avoiding over-engineering : It was crucial that the solution remain simple and intuitive. We didn’t want to overwhelm users with a high-tech gimmick. The AI had to feel like a natural extension of the app, not a complicated new module that adds friction..
Keeping the flow simple: Even with powerful AI capabilities under the hood, the interaction flow needed to stay straightforward. Advisors should get answers or perform tasks faster than before meaning the UI for AI must be minimalist and clear, fitting into the existing design language.
Ensuring feedback loops: Since AI isn’t perfect (it might fetch imperfect results or misunderstand queries), we needed a robust feedback mechanism. This would both help users feel in control (they can correct or rate the AI’s response) and provide data for us to improve the system over time..
Company
Wealthy.in
Duration
1 Month
Industry
Wealth Tech
Naming & Visual Identity
From the outset, we chose to call the feature “Wealthy AI.” This naming felt natural it extends our brand (“Wealthy,” the company and app name) and immediately communicates that this is an AI helper within our ecosystem. We considered giving the assistant a more persona like name, but sticking with Wealthy AI kept it professional and clear for our audience of financial advisors. It’s an assistant that belongs to the Wealthy app suite, reinforcing familiarity.
For the visual identity, we wanted the AI feature to stand out as something new yet still feel aligned with the app’s design. The icon we landed on was a simple star symbol inside a dark circle, chosen for its familiarity and positive connotation. A star suggests a “highlight” or a guiding light a friendly cue that this feature can illuminate answers for the user.
From the outset, we chose to call the feature “Wealthy AI.” This naming felt natural it extends our brand (“Wealthy,” the company and app name) and immediately communicates that this is an AI helper within our ecosystem. We considered giving the assistant a more persona like name, but sticking with Wealthy AI kept it professional and clear for our audience of financial advisors. It’s an assistant that belongs to the Wealthy app suite, reinforcing familiarity.
For the visual identity, we wanted the AI feature to stand out as something new yet still feel aligned with the app’s design. The icon we landed on was a simple star symbol inside a dark circle, chosen for its familiarity and positive connotation. A star suggests a “highlight” or a guiding light a friendly cue that this feature can illuminate answers for the user.
To signal that Wealthy AI is a distinct, modern experience, we treated its UI with a different color scheme. The main app uses a clean white and brand purple palette, so injecting black for the AI panels created instant contrast.
To signal that Wealthy AI is a distinct, modern experience, we treated its UI with a different color scheme. The main app uses a clean white and brand purple palette, so injecting black for the AI panels created instant contrast.
Integration Points
One of our biggest decisions was where to surface the new AI assistant. Rather than create a standalone section for it, we integrated Wealthy AI into two key touchpoints in the existing user journey. These were chosen based on usage analytics and user interviews pinpointing where advisors could benefit from a helping hand.
One of our biggest decisions was where to surface the new AI assistant. Rather than create a standalone section for it, we integrated Wealthy AI into two key touchpoints in the existing user journey. These were chosen based on usage analytics and user interviews pinpointing where advisors could benefit from a helping hand.
Client Listing Screen
On the Clients screen, we added a star-shaped Wealthy AI icon at the top right corner (alongside existing actions). This is one of the most frequently used screens advisors constantly browse and manage their client list making it a prime spot to introduce AI. Tapping the star icon slides up a chat-style bottom sheet UI (as shown above) without navigating away. We designed it this way so that the advisor still sees the context (the client list behind the sheet) while interacting with the AI. The panel greets the user with “How can I help you today?” and, importantly, offers a few one-tap query suggestions related to client management. These prompts were crafted based on common advisor needs
On the Clients screen, we added a star-shaped Wealthy AI icon at the top right corner (alongside existing actions). This is one of the most frequently used screens advisors constantly browse and manage their client list making it a prime spot to introduce AI. Tapping the star icon slides up a chat-style bottom sheet UI (as shown above) without navigating away. We designed it this way so that the advisor still sees the context (the client list behind the sheet) while interacting with the AI. The panel greets the user with “How can I help you today?” and, importantly, offers a few one-tap query suggestions related to client management. These prompts were crafted based on common advisor needs
Either typed or selected from suggestions, Wealthy AI responds with a conversational loading prompt like Within seconds, results appear in a scrollable bottom sheet, styled as familiar client cards filtered to match the query. Advisors can tap into details
Either typed or selected from suggestions, Wealthy AI responds with a conversational loading prompt like Within seconds, results appear in a scrollable bottom sheet, styled as familiar client cards filtered to match the query. Advisors can tap into details
Universal Search
The second entry point was the app’s “Smart Search” hub – a universal search page where advisors find clients, products, and quick actions. We gave Wealthy AI prominent billing here in the form of an “Ask Wealthy AI” banner on the search screen. This banner (a black card component) sits right below the search bar and recent search chips, introducing the AI assistant in-context with a short tagline. It reads: “Your AI partner for all your Partner related queries” and features a button labeled “Ask Wealthy AI.” The design intention was to make it immediately obvious that, beyond typing keywords, the user can ask complex or natural language questions to the system. The black banner with the star icon and AI label contrasts with the rest of the page, serving as a gentle nudge that says “Try the new AI feature!” without forcing it.
Tapping Ask Wealthy AI from the Smart Search screen opens the same bottom-sheet chat interface—consistent in layout but broader in scope. Here, prompts span procedural and data-driven queries, like “How can I transfer my external folios?” or “Show me proposals I sent today.” Responses are rich and contextual, often combining step-by-step instructions with visuals or thumbnails—all delivered in-line, so users get answers without leaving the screen.
The second entry point was the app’s “Smart Search” hub – a universal search page where advisors find clients, products, and quick actions. We gave Wealthy AI prominent billing here in the form of an “Ask Wealthy AI” banner on the search screen. This banner (a black card component) sits right below the search bar and recent search chips, introducing the AI assistant in-context with a short tagline. It reads: “Your AI partner for all your Partner related queries” and features a button labeled “Ask Wealthy AI.” The design intention was to make it immediately obvious that, beyond typing keywords, the user can ask complex or natural language questions to the system. The black banner with the star icon and AI label contrasts with the rest of the page, serving as a gentle nudge that says “Try the new AI feature!” without forcing it.
Tapping Ask Wealthy AI from the Smart Search screen opens the same bottom-sheet chat interface consistent in layout but broader in scope. Here, prompts span procedural and data-driven queries, like “How can I transfer my external folios?” or “Show me proposals I sent today.” Responses are rich and contextual, often combining step-by-step instructions with visuals or thumbnails—all delivered in-line, so users get answers without leaving the screen.
Design Decision Highlights
There were several key design decisions that shaped Wealthy AI’s user experience:
Conversational UI via bottom sheet:
✦ Conversational UI via bottom sheet
We used a bottom sheet pattern to anchor the AI chat without disrupting context. It allows multitasking, feels natural like a chat, and keeps the user grounded creating the sense that they’re still on the same screen.
We used a bottom-sheet pattern to anchor the AI chat without disrupting context. It allows multitasking, feels natural like a chat, and keeps the user grounded,creating the sense that they’re still on the same screen.
Pre-defined prompt suggestions:
✦ Pre-defined prompt suggestions
Predefined prompts serve as a helpful nudge for new users, offering a clear starting point to explore what the AI can do. For users unfamiliar with the system, the open-ended nature of AI can feel overwhelming. By presenting ready-to-use suggestions, we lower the entry barrier, reduce hesitation, and make it easier for users to use the feature.
Predefined prompts help users get started quickly by showcasing what the AI can do. They reduce hesitation, especially for first-time users, and make exploring the feature more intuitive and engaging.
Visual contrast with gradients and black:
✦ Visual contrast with gradients
and black
We used a bold black backdrop with soft purple gradients to distinguish AI elements like chat headers and cards. This high-contrast style signaled a “tech-forward mode” while staying on-brand. Core typography and UI components remained consistent for a unified experience.
Nudging discoverability:
✦ Nudging discoverability
To promote Wealthy AI without being intrusive, we added a clear “Ask Wealthy AI” card in Smart Search and a standout star icon on the Clients screen. These subtle, context-aware cues guided users to explore the feature organically no tooltips or pop-ups needed.
To promote Wealthy AI without being intrusive, we added a clear “Ask Wealthy AI” card in Smart Search and a standout star icon on the Clients screen. These subtle, context-aware cues guided users to explore the feature organically.
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