Industry
/Wealth management /Fintech
Services
/End-to-end product development /AI integration /Strategy
Timeline
/6 months
Location
/LATAM - Uruguay
WYLIO
Designed for wealth managers and their clients, the platform uses AI to transform complex financial information into easy-to-understand explanations, helping investors gain a deeper understanding of their portfolios and performance.
Our role
We partnered with Wylio to design and build a conversational platform that transforms traditional portfolio reporting into a more intuitive client experience.
Our team led the product strategy, UX/UI design, frontend development, and AI experience design, helping shape a solution that bridges the gap between complex financial data and human understanding.
By combining technology, design, and conversational AI, we helped create a product that makes portfolio communication more accessible, transparent, and scalable.
The challenge
Portfolio reports contain valuable information, but they are often difficult for clients to interpret.
Financial documents are typically dense, filled with industry terminology, performance metrics, and market references that require context to fully understand.
As a result, wealth managers spend significant time answering recurring questions, clarifying report details, and helping clients understand what their portfolio performance actually means.
Wylio set out to solve a fundamental communication challenge:
How can financial institutions provide every client with clear, contextual explanations without increasing operational workload?
The solution
We designed a conversational experience that allows clients to interact with their portfolio information in a natural and intuitive way.
Instead of navigating lengthy reports, clients can ask questions and receive explanations tailored to the information contained within their portfolio.
Wylio combines:
/ Portfolio performance data
/ Valuable client insights
/ Asset allocation information
/ Market events and relevant news
/ AI-powered conversational explanations
The result is an experience that helps investors better understand their financial information while reducing the communication burden on wealth management teams.
A team of 5
ROOFTOP
/Project management
/UX-UI design lead
/UX-UI designer
/Lead developer
/Developer
The deliverables
Combining product strategy, design, engineering, and AI to simplify portfolio communication at scale.
/ Product strategy
/ UX research & experience design
/ UI design system
/ Frontend development
/ Conversational AI experience
Why this case matters
Most financial platforms focus on providing more data.
Wylio focuses on helping people understand it.
This project demonstrates how AI can be used not to replace advisors or provide recommendations, but to improve communication, transparency, and client engagement.
By transforming portfolio reports into conversations, Wylio creates a more accessible investment experience while enabling wealth management firms to scale personalized communication more effectively.
It is an example of how thoughtful product design and AI can work together to make complex information genuinely useful for the people who need it.
