Fintech · United States
AI market-movement explainer
The client runs a US investing platform with native iOS and Android apps. Its investors wanted to understand the moves in their portfolios, and to keep the platform ahead of the market the feature had to ship fast.
The platform wanted an explanation inside the app, specific to each account's own holdings and written in plain English. It also had to stay clear of advice: no 'buy', no 'sell', no 'should'. That line had to be held by the system, not left to hope.
The explainer shipped on both native platforms one month after kickoff, with the guardrails and disclosures in place from the first release.
Output is constrained, every explanation carries its disclosure text, and advice-shaped questions get a refusal instead of an answer.
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