Case study · Design leadership
InvestSuite
Leading the design of a connected investing ecosystem that brings AI, self-directed trading and goal-based guidance into one white-label experience.
- Role
- Head of Design
- Engagement
- Current
- Reach
- Global
- Focus
- Vision & design systems
The platform
One investing experience, built around how people actually move.
Banks often split self-directed investing and automated guidance into separate journeys. InvestSuite brings both into one white-label ecosystem, so investors can move between exploring ideas and building a managed plan without starting over.
Onboarding captures interests, values and risk preferences. Those signals shape a personal home that can surface relevant assets as well as guided plans.
Guided + self-directed
Start with a goal. Stay in control.
A goal becomes a personalised plan with a clear allocation, projected outcome and contribution. Investors can understand why it fits, adjust it and remain in control before committing.
Direct order flows remain available alongside the guided journey. Managed plans and self-selected holdings share one portfolio model, making the full financial picture easier to understand.
Charlie · Investing AI
AI becomes the front door to the same investing ecosystem.
Charlie is not a generic chatbot added on top of a financial product. It brings portfolio context, market intelligence, guided workflows and execution into one interface.
Investors can ask why a holding moved, understand the answer in context and continue into a relevant next action—without navigating a maze of screens first.
Designed for trust
Answers that can lead to action.
Investing leaves little room for vague answers. The experience makes sources, portfolio context and the tools Charlie consulted visible, while financial figures are handled through deterministic systems rather than generated text.
Guardrails and explicit confirmation keep every action legible. The result is an assistant that supports investor autonomy without pretending to replace human judgement or financial advice.
Outcome
One experience that can grow with the investor.
A first-time investor can begin with guidance, discover more through Charlie and take direct control when ready. An experienced investor can still use automation for long-term goals.
Bringing those paths into one system gives people continuity and gives banks a stronger, more useful relationship across the full investing journey.