Philip.Ho
AI investment guidance experience on a mobile phone
Overview

How can we further enhance the use of AI in customer financial information services? By employing AI to improve our user verification processes.

AI Page Structure

On the left-hand side, the content appears to be a jumble of different texts without providing the necessary summaries and analyses for the respective clients.

Therefore, we hope to focus more on how users can easily understand the text, and we will use AI to directly summarise the relevant influencing factors for clients.

The influencing factors will also affect the fluctuations of certain stocks or funds.

AS-IS
Previous unstructured AI content
TO-BE
AI structured investment explanation

AI Page Structure

AI market article and impact analysis
Market Volatility Article

Allows for simple and quick browsing of relevant information and content

Overall Trend Analysis

To provide users with a simple summary and analysis of the entire article

AI price tracking and purchase recommendations
Impact Received

The reasons for the article's volatility will affect certain stocks

Price Tracking

Market fluctuations can help clients determine which prices are worth tracking

Purchase Price Recommendations

Setting appropriate buy or sell amounts for clients can facilitate quick trading operations

How to conduct a guide?

We hope that the entire purchasing process can be completed in three steps without needing to navigate away from the current page.

Three-step AI guided order workflow

AI Simulated Heatmap Analysis

Upon completing the initial design phase, we sought an objective method to validate our layout and ensure it genuinely optimized the overall user experience. Rather than relying solely on intuition, we leveraged advanced AI-driven predictive tools to generate simulated heatmap analyses. Our primary goal was to evaluate whether our visual hierarchy successfully directed user attention to key areas before conducting live testing.

The resulting heatmaps provided highly encouraging insights that closely aligned with our initial design objectives. The “hot” zones clearly indicated that users’ scanning patterns are predominantly concentrated on the most critical information—specifically, the main section titles and the core value propositions. This data confirms that our strategic use of typography, whitespace, and contrast effectively guides the users’ eyes, allowing them to quickly grasp the core message and navigate the interface effortlessly without getting distracted.

AI heatmaps comparing the previous and redesigned investment insight screens

AI Verification

Using AI to simulate funnel analysis of user engagement can reveal a higher conversion rate or improved customer experience compared to previous versions.

Second Optimization Forecast

Open news page100%
Reach action area34%
Set price alert10.5%
Select entry5.2%
Confirm purchase2.7%
Place order1.35%
Set exits0.58%

Estimate: 10,000 views generate about 135 orders, with roughly 58 users setting take-profit or stop-loss instructions after execution.

+93%Order conversion:
0.7% → 1.35%
1,050Estimated price alerts per
10,000 views
58Estimated exit settings
per 10,000 views
AI structured market guidance screen
AI investment guidance screens from article to completed order

“Ho Kwun Yiu”

Product Structure Design User Experience/User Interface Design Design System