AI-first co-pilot for a wealth-tech native app

Overview

The one where I lead the product design team to rapidly iterate on an AI feature, that reduced time to investment, and an effort that introduced design engineering worflows to a startup

Categories

Mobile Native

AI feature

Design Engineering

Date

Jul, 2026

We are designing a conversation. Not another chatbot. To do this, we will create a copilot that exists a layer over the invest experience. We want to create a premium, trustworthy design.

Calm experience

Working with Joris was a game-changer. He instantly understood our vision and translated it into a sleek, intuitive product. The process felt effortless, and the results exceeded our expectations.

Calm experience

Working with Joris was a game-changer. He instantly understood our vision and translated it into a sleek, intuitive product. The process felt effortless, and the results exceeded our expectations.

The deal stays in view

Everything rises as a bottom sheet over the deal page. The assistant behaves like a lens you hold over the deal rather than a room you walk into

The deal stays in view

Everything rises as a bottom sheet over the deal page. The assistant behaves like a lens you hold over the deal rather than a room you walk into

One question per screen

We use conversational pacing, and it's what keeps the copilot feeling natural, and like an advisor. The chat window has a clever use of spacing, to allow the responses to space to breathe

One question per screen

We use conversational pacing, and it's what keeps the copilot feeling natural, and like an advisor. The chat window has a clever use of spacing, to allow the responses to space to breathe

One question per screen

We use conversational pacing, and it's what keeps the copilot feeling natural, and like an advisor. The chat window has a clever use of spacing, to allow the responses to space to breathe

One question per screen

We use conversational pacing, and it's what keeps the copilot feeling natural, and like an advisor. The chat window has a clever use of spacing, to allow the responses to space to breathe

Imersive motion design, built around the idea of living and breathing deal co-pilot

Experimenting with different direction for opening visual 

Experimenting with different direction for opening visual 

Rather than creating an on-the rails conversation thread, the chat interaction uses well known patterns, with added personality
Variants of suggested questions
Almost all interaction and prototyping was done with coding agents, using a stack of Conductor, Paper MCP, and Netlify for rapide iteration