Bespoke - Creatora - Creator portfolio template

// The Challenge

Wealth advisors were overwhelmed by data scattered across tools, reports, and systems. Bespoke AI had early traction but lacked cohesion. The MVP felt disjointed—insights were buried, navigation was unclear, and advisors struggled to act on what mattered most. The experience failed to convey trust or deliver speed. Our goal was to rebuild from the ground up: simplify workflows, establish design consistency, and create a platform that advisors could rely on to see what changed, what needs attention, and what’s next.

// The Result

We transformed Bespoke AI into a unified, insight-driven command center for financial advisors. The rebuilt HQ Index prioritized signal over noise, surfacing real-time metrics like AUM growth, client performance, and emerging opportunities. The new AI Copilot experience introduced contextual prompts and specialized Agents to support daily decision-making. A comprehensive design system anchored the product in accessibility, structure, and brand confidence. Within six months of launch, Bespoke AI-powered advisor workflows drove a 4.5x increase in managed assets, growing from $500M to over $2.2B AUM.

Bisma Khan

CoinTerminal CMO

More Case Studies

Explore a showcase of designs that blend creativity, strategy, and seamless execution

Onyx

Empower Your Vision with a Modern, Streamlined Design.

Onyx

Empower Your Vision with a Modern, Streamlined Design.

Onyx

Empower Your Vision with a Modern, Streamlined Design.

Designing the future of crypto launchpads

Empower Your Vision with a Modern, Streamlined Design.

Designing the future of crypto launchpads

Empower Your Vision with a Modern, Streamlined Design.

Designing the future of crypto launchpads

Empower Your Vision with a Modern, Streamlined Design.

// The Challenge

Wealth advisors were overwhelmed by data scattered across tools, reports, and systems. Bespoke AI had early traction but lacked cohesion. The MVP felt disjointed—insights were buried, navigation was unclear, and advisors struggled to act on what mattered most. The experience failed to convey trust or deliver speed. Our goal was to rebuild from the ground up: simplify workflows, establish design consistency, and create a platform that advisors could rely on to see what changed, what needs attention, and what’s next.

// The Result

We transformed Bespoke AI into a unified, insight-driven command center for financial advisors. The rebuilt HQ Index prioritized signal over noise, surfacing real-time metrics like AUM growth, client performance, and emerging opportunities. The new AI Copilot experience introduced contextual prompts and specialized Agents to support daily decision-making. A comprehensive design system anchored the product in accessibility, structure, and brand confidence. Within six months of launch, Bespoke AI-powered advisor workflows drove a 4.5x increase in managed assets, growing from $500M to over $2.2B AUM.

Bisma Khan

CoinTerminal CMO

More Case Studies

Explore a showcase of designs that blend creativity, strategy, and seamless execution

Onyx

Empower Your Vision with a Modern, Streamlined Design.

Onyx

Empower Your Vision with a Modern, Streamlined Design.

Onyx

Empower Your Vision with a Modern, Streamlined Design.

Designing the future of crypto launchpads

Empower Your Vision with a Modern, Streamlined Design.

Designing the future of crypto launchpads

Empower Your Vision with a Modern, Streamlined Design.

Designing the future of crypto launchpads

Empower Your Vision with a Modern, Streamlined Design.

// The Challenge

Wealth advisors were overwhelmed by data scattered across tools, reports, and systems. Bespoke AI had early traction but lacked cohesion. The MVP felt disjointed—insights were buried, navigation was unclear, and advisors struggled to act on what mattered most. The experience failed to convey trust or deliver speed. Our goal was to rebuild from the ground up: simplify workflows, establish design consistency, and create a platform that advisors could rely on to see what changed, what needs attention, and what’s next.

// The Result

We transformed Bespoke AI into a unified, insight-driven command center for financial advisors. The rebuilt HQ Index prioritized signal over noise, surfacing real-time metrics like AUM growth, client performance, and emerging opportunities. The new AI Copilot experience introduced contextual prompts and specialized Agents to support daily decision-making. A comprehensive design system anchored the product in accessibility, structure, and brand confidence. Within six months of launch, Bespoke AI-powered advisor workflows drove a 4.5x increase in managed assets, growing from $500M to over $2.2B AUM.