2025 · Lead Designer · Case Study No. 1

AI Storyteller Interface

B2BMobileAIFintech

Turning AI-generated market insights from a black box into something people actually trust — and act on.

13–30%
Adoption rate
Retention · transparency-layer users
+19%
Engagement across the feature
yes, five times ✎
Where it started

The first version of Storyteller was deliberately simple: a title, an AI-generated summary, and four insight categories — patterns, momentum, trend, and price — for the Technical Insight product.

Instead of an open chat, it used closed prompts: five pre-generated questions the user could choose from. No free-form input. This was a compliance-driven choice — in finance, an open text field is an open door for AI hallucinations that go unchallenged.

Storyteller V1 — the summary card with a single follow-up prompt. V1 · summary card
Storyteller V1 — closed prompts: fixed Price, Trend, Momentum and Pattern categories with pre-set questions. V1 · closed prompts
The problem

Users were receiving the insights. They just weren't acting on them.

The outputs were too ambiguous, felt unverifiable, or simply didn't surface at the right moment in the workflow. An insight nobody acts on is decoration.

Goals:

  1. Deliver actionable insights at the right moment.
  2. Ensure compliance and trustworthiness — no unchallenged hallucinations.
  3. Streamline content delivery.
  4. Increase user engagement.
The approach

I prioritised trust and clarity above everything else. In a high-stakes financial context, a user who misreads an AI output doesn't just disengage — they make costly decisions. Every design choice was filtered through one question:

Does this make the output more legible, or more credible?

Rejecting the chat paradigm

A conversational interface felt intuitive at first, but it puts the burden on the user to formulate the right question — and we were designing for both finance newcomers and professional analysts. Free-form input in finance creates inconsistency and lets hallucinations slip through unchallenged. I pushed for a guided, pre-structured interface instead.

Defending the transparency layers

Confidence indicators, source attribution, and reasoning trails were challenged as "adding noise." I argued they were the foundation of trust: without them, the AI is a black box — and users opt out of black boxes.

Redesigned Storyteller — the summary insight with expandable transparency categories.
After · the insight
Redesigned Storyteller — guided, pre-structured prompts by category.
After · guided prompts
Redesigned Storyteller — contextual follow-up prompts to go deeper.
After · follow-ups
Problem → decision → outcome
01

Users didn't know what to ask, or where to start

Decision

A set of pre-selected, contextually-aware prompts, surfaced at the right moment in the workflow.

Outcome

Cognitive load dropped significantly. Users engaged with insights they would previously have skipped.

02

AI outputs felt untrustworthy

Users couldn't verify the reasoning behind an insight.

Decision

Confidence indicators, source citations, and collapsible reasoning trails on every insight card.

Outcome

Compliance approved the feature faster — and retention grew 5× among users who interacted with the transparency layer.

03

The content was overwhelming

Dense text exhausted readers before they could act on anything.

Decision

A visually balanced interface: bearish/bullish colour coding paired with directional visuals, so users instantly associate meaning — up or down — without reading dense copy.

Outcome

+19% engagement across the feature and a measurable drop in mid-flow abandonment.

An expanded insight category — Price journey — with red/green directional arrows and a plain-language conclusion, showing the bearish/bullish colour system.
The trade-offs

Simplicity vs. scope

The original vision was a minimal, single-action interface. As compliance requirements and data complexity grew, we layered in more structure. The result is slightly more complex than ideal — but it serves the real use case.

Speed vs. transparency

Loading transparency metadata (sources, confidence) adds latency. We negotiated with engineering on what loads eagerly vs. on demand; some transparency features live behind an expand interaction rather than being always visible.

Personalisation vs. consistency

I wanted prompts tailored to each user's portfolio and behaviour. We deprioritised it in favour of a consistent baseline that could ship and be measured. Personalisation stays on the roadmap.

Where it went next

Storyteller outgrew its first home. It has since been extended to five more products, each tailored to its context — not all keep the closed prompts, but the visual language stayed.

Storyteller
  • Technical Insight where it began
  • News & Sentiment
  • Options Insight
  • Fundamentals
  • Technical Views
  • Economic Insight soon

When AI earns trust through transparency, engagement follows — you don't have to ask for it.

Anna ✎