AEI-1
AEI-1 is an innovative investment app concept that leverages AI to automatically manage users’ funds and maximize profits. This use case study explores the design of a seamless and compliant user journey, beginning with a comprehensive, highly regulated onboarding process. Users are guided through detailed questions to customise their AI assistant, ensuring they understand the system’s functionality and building trust in the solution.
The Challenge
Designing onboarding for an AI investment platform was challenging due to user distrust of AI and the sensitive nature of money. Users needed to feel in control and trust the system. The onboarding had to clearly explain the AI’s role in a simple, transparent way, making a complex topic easy to understand for all users.
The Solution
To address trust and complexity, I combined a graphical user interface (GUI) with conversational user interface (CUI) elements, introducing a branded AI assistant to guide users through selecting the right AI engine. By integrating mixed media—including videos, chatbot interactions, and traditional UI components—we provided information in a clear, engaging, and easily digestible way. Giving the AI a friendly name and allowing users to choose the AI system that best fits their needs further personalized the experience and helped build confidence in the platform.
Outcome
Through extensive user research—including surveys, usability testing, focus groups, Customer Journey Mapping, and user task flows—the use case study demonstrated that combining GUI and CUI elements, along with a branded AI assistant, can effectively build user trust and simplify complex AI investment concepts.
The mixed-media onboarding approach made information more engaging and easier to understand, helping users feel more confident and in control. These insights highlight the potential of transparent, personalized design to address user concerns in sensitive financial contexts.
Project challenges
Further validation needed
One of the key challenges I faced was understanding how to design effectively for AI—a highly complex and evolving field. While the initial research and design solutions showed promise, I recognized that further validation is needed to fully understand user trust and adoption over time.
What I gained
Highly complex AI project
Designing for AI taught me how complex and nuanced this technology is, especially when it intersects with sensitive areas like finance. It challenged me to think deeply about building user trust and simplifying intricate concepts without losing transparency. This experience reinforced the importance of clear communication and thoughtful interaction design, skills that are invaluable as AI becomes increasingly integrated into everyday products.
