Leadership asked for AI, but no specific feature or user need had been defined. Before moving into interface concepts, I investigated where customers were already losing time, context or confidence across the trading experience.
I reviewed app feedback, community discussions and industry research, then grouped the recurring problems into seven areas: information overload, difficult discovery, manual research, complex interfaces, risk blind spots, execution uncertainty and fragmented multi-asset experiences.
I compared competitor approaches, attitudes toward AI in financial decisions, mobile and desktop behaviour, and the capabilities of potential vendors and regulatory constraints. This helped separate useful product opportunities from AI added simply for visibility.
The resulting direction focused on contextual support: concise portfolio and instrument summaries, natural-language discovery, smarter watchlists, inline guidance and proactive risk communication. AI would appear inside existing decisions rather than becoming a separate destination.
AI should reduce effort without taking control away.