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AI Proposals

Turning client context into highly personalised investment proposals

CapIntel helps financial advisors build investment proposals for their clients. But creating a personalised presentation meant manually interpreting client context, selecting relevant content, and assembling the story themselves.

I led the design of AI Proposals, an AI-powered experience that uses client context and investment recommendations to automatically curate a personalised presentation for each client.

My Role
Lead Product DesignerAI Product Design
Impact
<5 minutesProposal creation time
40% fasterReduction in creation time
30% increasePresentation completion
Scope
Product Strategy · Research · UX/UI · AI Product Design
AI Proposals showing an advisor's client context and investment details
AI Proposals generating a personalised presentation from that context
A finished, client-ready investment proposal in AI Proposals
An advisor reviewing and refining an AI-generated proposal before sending it to a client

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