Advisor Copilot| Case Study

Overview

What is Advisor Copilot?

Advisor Copilot is an AI-powered productivity platform designed for financial advisors. It provides intelligent tools such as Meeting Assistant, Writing Assistant, and Client Insights Dashboard to streamline daily workflows and reduce manual work.

How it works

Financial advisors manage multiple tasks every day—from meeting clients and documenting conversations to drafting follow-up emails and tracking market insights. Advisor Copilot uses AI to capture meetings, generate summaries, assist with writing, and organize client insights in one place.

Project Goal

Design an AI-powered assistant that reduces administrative workload, automates meeting documentation, and helps advisors focus more on client relationships and strategic decision-making.

My Role

Responsibilities

Conducted user research and created personas
Defined product structure
Designed high-fidelity UI for scalable interfaces
Built and maintained the product design system
Created interactive prototypes using Figma
Led usability testing and iterative improvements
Collaborated with developers

Design Process

Discover

Stakeholder interviews & Understanding stakeholder Expectations, Competitive analysis.

Define

Business Goals, User persona, User flow, Identify Key features using the Moscow method

Ideate

Explore multiple design solutions, Collaborate with developers and stakeholders

Prototype/ Test

Interaction design, Prototyping, Usability testing

Design

High-fidelity UI design, Scalable design system, Developer handoff and iterate

Research & Insights

To better understand advisor workflows and challenges, I conducted stakeholder interviews and analyzed user feedback. I also attended advisor community meetups and reviewed workflow videos through observational research.

Time Spent on Documentation

Advisors spend significant time on manual documentation, limiting client engagement.

Missed Insights

Without structured documentation, valuable information discussed during meetings could easily be lost.

Need for AI Writing Support

Writing personalized emails, summaries, and recommendations was time-consuming.

Scattered Client Data

Advisors needed a centralized view of client data, life events, and financial insights.

Financial advisors and business teams needed a reliable way to capture meeting outcomes without interrupting the conversation flow.

Define

Defined the core product structure around three main experiences:

Client Meet – Capture and summarize meetings
Client Write – Generate client communications
Client Iq Dashboard – A centralized dashboard to view key client insights

Financial advisors and business teams needed a reliable way to capture meeting outcomes without interrupting the conversation flow.

Execution Phase

Ideate

Explored interaction models for AI meeting summaries, workflows, editable outputs, client insights, and AI-assisted writing. Focused on making AI outputs transparent, editable, and easy to review.

Design

Close collaboration with engineering teams ensured the designs were feasible and integrated smoothly into the CRM environment.

Test

Conducted usability testing with internal teams and stakeholders to refine workflows and improve clarity. Improvements focused on better information hierarchy, faster access to client insights, and a more intuitive meeting experience.