Xylo Dashboard

Visual

Resume

Visual

Resume

Xylo Dashboard

Xylo Dashboard

Xylo Dashboard is an AI-powered relationship management platform designed for financial advisors to monitor client health, surface risk signals, and prioritize high-impact actions. It helps advisors stay proactive, timely, and client-focused at scale.

TEAM

CEO
Design Manager
Engineers*3

mY ROLE

Product Design
UX Research

DOMAINS

System Design
Visual Design
UX research

TOOLS

Figma
Zeplin
Jira

TIMELINE

3 Months

{ Final Design & Key Features }

The Xylo homepage is designed as a daily command center for financial advisors. Its primary goal is to help advisors quickly understand portfolio health, identify at-risk relationships, and take the right next action.
The Top Actions is designed to help financial advisors focus on what matters most right now. Rather than presenting raw alerts or generic tasks, the page prioritizes relationship-driven actions.
A relationship intelligence layer that translates behavioral signals, preferences, and concerns into clear guidance on how an advisor should engage with this client.

The Xylo homepage is designed as a daily command center for financial advisors. Its primary goal is to help advisors quickly understand portfolio health, identify at-risk relationships, and take the right next action.

The Top Actions is designed to help financial advisors focus on what matters most right now. Rather than presenting raw alerts or generic tasks, the page prioritizes relationship-driven actions.

A relationship intelligence layer that translates behavioral signals, preferences, and concerns into clear guidance on how an advisor should engage with this client.

Background

Most financial advisors don’t fail because of performance, but because trust-building communication and client conversion are hard to scale.

Financial advisors manage dozens or even hundreds of client relationships, each with different financial goals, engagement patterns, and risk profiles. Critical client signals are often scattered across CRMs, emails, notes, and calendars, making it difficult to identify declining engagement, anticipate client needs, and take timely action.

“The numbers are easy. The hard part is understanding what my clients need from me at the right moment and communicating it clearly.”

— Mr. Bob, Financial Advisor

Problem Statement⚡️

How might we help financial advisors turn complex client signals into clear, timely actions that build trust at scale?

Goals ✅

Develop a relationship management tool that will:

Surface relationship health and risk signals: Provide a clear, high-level view of client engagement and relationship health using AI-assisted indicators.

Prioritize high-impact advisor actions: Translate complex client data into actionable recommendations.

Support efficient, confident decision-making: Centralize client insights, history, and next steps in one intuitive interface, reducing cognitive load and helping advisors stay proactive rather than reactive.

Challenge 01

How might we help financial advisors quickly find the right client and act on relationship insights with confidence?

Structural mismatch in the client profile page

Building on insights from earlier advisor interviews, I reviewed how financial advisors:
a. Locate and switch between clients during daily workflows
b. Assess relationship health before initiating outreach
c. Interpret behavioral and emotional signals under time pressure

Split client discovery and client profiles into separate pages

The Client Dossiers page focuses on browsing, filtering, and selecting clients, and the Client Profile page supports deep understanding, relationship context, and action planning.

Introduced color-coded Heartkey insights

The six Heartkey dimensions were visually differentiated using distinct color treatments. This allowed advisors to quickly scan emotional tone, communication preferences, relationship warmth, and decision style.

Challenge 02

How might we help advisors understand, trust, and refine AI-generated messages without disrupting their workflow?

Trust & Control in AI-Generated Messages

When using the AI draft generator in Xylo’s Top Actions, financial advisors lacked confidence in adopting AI-generated messages due to limited transparency and control.

Indicate why the draft was suggested

Made the AI’s decision-making transparent by showing how Heartkey signals and client context informed each suggested draft.

Real-time adjust writing tone

Adding the new feature which enabled advisors to adjust writing tone inline, allowing refinement without losing authorship or control.

{ Key Learnings }

{ Key Learnings }

Constraints drive focus

Limited time and budget encouraged high-impact prioritization over complexity, reinforcing that an MVP is a starting point that evolves through continuous iteration.

B2C UX prioritizes efficiency

This project deepened my understanding of role-based workflows, decision-support design, and data visualization and core considerations in B2C SaaS products.

Organization enables collaboration

Keeping design files well organized and clearly structured is essential for effective handoff, as engineers need to quickly locate the right files and specifications to implement designs accurately.

Next up

& Gous: AI Powered Travel App

Consumer AI, Mobile Product Design, iOS UX

& Certik.com

Website Redesign and Development

& Adaptfit

Product Design, UI Design

xinjianlidesign@gmail.com