Case Study

The Advice Company

Industry

AI + Fintech

Solutions

Prototype
Workshops
UI Design

The Advice Company logo
In today's market, it's crucial to comprehend customers' needs and pain points. As more investors shift towards self-directed investment strategies, there's an increasing demand for tailored financial guidance. I was tasked with guiding the design and testing of an AI-driven financial advice platform that incorporates real human expertise to meet these demands.
Hand holding phone with The Advice Company interface

“Gev brought design thinking to our team and was incredibly effective, leading us through a series of workshops that helped us solidify our  understanding of our customers' needs and pain points. He also helped us generate ideas and solutions we then tested in the market.

Nikki Bhatia

— Advice Co.

Man holding phone with The Advice Company interface
Phone on top of magazine with The Advice company interface on the screen
Woman holding phone with The Advice Company interface

Web App
Product Strategy
Design Systems