Designing 0-1 conversational AI-platform for 150k+ investors

Designing 0-1 conversational AI-platform for 150k+ investors

The Average Joe had already built something, a stock market newsletter with over 150,000 users who trusted the platform for clear, legit insights on stocks and financial markets and a personalised news feed that made it feel accessible for everyone with varying levels of knowledge.

The brief was a pivot: take an established newsletter, use thoughtful design strategies and a robust AI architecture to build a conversational platform to simplify finance and stock market analysis. Instead of waiting for the weekly newsletter, users can easily open the chat interface, ask about anything stocks or financial related, e.g. "How is AMZN doing right now?" and get a response: an overview, financials, charts, news, research breakdowns, all in one place. Tailored to them and adjustable based on how they choose to explore.

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