Generative AI is reshaping digital workflows across industries. In financial advisory, one of the most time-consuming tasks is documenting and summarizing client meetings.
Financial advisors spend a disproportionate share of their time on administrative documentation — writing meeting summaries, extracting action items, and drafting follow-up emails — rather than on the relationship work that drives client satisfaction and business growth.
By automating these processes with Generative AI, firms can reduce administrative burden, improve client satisfaction, and drive measurable business outcomes.
This case study documents the end-to-end UX process: from discovery research and synthesis through concept development, prototyping, usability testing, and measured outcomes.
How might we redesign the advisor post-meeting workflow so that documentation becomes effortless — freeing advisors to spend their time on what genuinely moves client relationships forward?
Role
Lead UX designer
Tools
Figma
Time
2 months
Before any design decisions were made, we conducted a structured discovery phase to understand the problem from the ground up.
Contextual Inquiry
Moderated Interviews
Financial Advisor • Age 42
"I need to be fully present for my clients, not half-distracted by note-taking."
Goals
Pain Points
Financial Advisor • Age 29
"I'm still building my client book. Every follow-up is a chance to prove my value."
Goals
Pain Points
Advisors reclaimed significant hours previously spent on manual note-writing, redirecting that capacity toward client relationship work.
With documentation automated, advisors handled more client meetings per week — directly contributing to improved retention and AUM growth.
Faster, more personalized follow-ups measurably improved client trust metrics and NPS across surveyed advisor cohorts.
2025-26
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